DiPFA Coursework – AFA Module 6
Our DiPFA Coursework Course provides a 2-day live webinar workshop for students completing AFA Module 6 – Financial Advice Coursework, the final module of the Diploma for Financial Advisers (DiPFA).
Unlike the examination-based modules, Module 6 requires you to apply the knowledge developed throughout DiPFA to a client fact find and produce a structured written financial advice report.
Each Clarity FT course is tailored to the specific pre-released fact find for the relevant coursework submission.
Clarity Financial Training is an LIBF Accredited Learning Support Provider.
DiPFA Module 6 – Financial Advice Coursework
Module 6 tests your ability to bring together and apply the knowledge developed across the earlier DiPFA modules.
You will need to analyse the information provided within the client fact find, identify the client’s needs and objectives, develop appropriate financial planning recommendations and explain and justify your recommendations within your written submission.
The coursework therefore tests not only your technical knowledge but your ability to apply that knowledge to a realistic financial planning scenario.
2-Day DiPFA Coursework Workshop
Our 2-day course (9.30am to 5pm) is delivered as a live, interactive webinar through Cisco Webex.
The course is specifically designed around the fact find applicable to your submission.
Day 1 – Technical Analysis and Financial Planning
The first day focuses on analysing the pre-released fact find and identifying the relevant financial planning issues.
We work through:
- The client’s circumstances, needs and objectives
- Relevant technical areas
- Potential financial planning solutions
- Products and recommendations
- Calculations and forecasts
- Using the coursework template
- Structuring your analysis
- Using the relevant Clarity FT online tools
The aim is to help you understand the client scenario and the technical considerations you need to address in your own coursework.
Day 2 – Structuring and Supporting Your Report
The second day focuses on bringing the financial planning stages together and understanding how to structure your submission.
We cover:
- Structuring your report
- Organising your recommendations
- Explaining and justifying recommendations
- Supporting your conclusions
- Identifying appropriate sources
- Referencing your work
- Using our Harvard Reference Generator
The course provides guidance and support to help you produce your own coursework submission.
What’s Included in the DiPFA Coursework Course?
Your course includes:
- 2 days of live tutor-led training
- Materials tailored to the relevant pre-released fact find
- Coursework report template
- Step-by-step guidance on using the template
- Technical guidance on relevant financial planning areas
- Guidance on explaining and justifying recommendations
- Financial planning calculations and examples
- Guidance on sourcing appropriate information
- Harvard referencing support
- Relevant online financial planning tools
- Tutor support by email
- Pass Guarantee, subject to our terms and conditions
Financial Planning Tools
Coursework students receive access to relevant Clarity FT tools to help with calculations, analysis and financial planning exercises, including:
- Pension Tax Relief Calculator
- Workplace and State Pension Forecasting Tools
- Private Pension Forecasting Tool
- Annuity Calculator
- Flexi-Access Drawdown Calculator
- UFPLS Calculator
- Mortgage Calculator
- Investment Calculator
- Harvard Reference Generator
Additional coursework study tools may also be provided where relevant to the current fact find.
Important – Book the Correct Coursework Session
Each workshop is designed around a specific pre-released coursework fact find and submission period.
It is therefore important that you book the course corresponding to your coursework submission.
DiPFA Coursework Study Option
Module 6 Coursework is delivered as a live online webinar course.
Sessions are delivered in real time through Cisco Webex, allowing you to interact with your tutor, ask questions and work through the relevant technical areas during the workshop.
LIBF Registration and Assessment Fees
Clarity FT course prices cover our training and study support only. The exam fee for the LIBF coursework is £215.00.
LIBF registration and assessment fees are not included in Clarity FT course prices and are payable separately to LIBF.
You do not need to register for an LIBF assessment before completing your Clarity FT training.
Complete Your DiPFA Coursework with Clarity FT
Our Module 6 workshop is designed to help you bring together the knowledge developed throughout DiPFA and understand how to apply it to the final coursework assessment.
