Excel in DiPFA Modules 2 to 5 with Clarity FT – Your Gateway to Financial Planning Qualification Success
Ready to master the intricacies of your Level 4 Diploma for Financial Advisers? At Clarity FT, we don’t just prepare you for exams; we equip you with the knowledge and confidence to thrive in the financial industry. DiPFA Modules 2 to 5 are your keys to unlocking the technical expertise needed to successfully pass your DiPFA qualification, and there’s no better place to gain that expertise than with the original leaders in DiPFA training.
Why Clarity FT Stands Out
- Pioneers in DiPFA Training: We’re proud to be the first LIBF-accredited learning support provider, leading the way since DiPFA Level 4 was first introduced. Our experience is your advantage – we’ve been refining our program to ensure it’s the most comprehensive and effective on the market.
- All-Encompassing Knowledge: Our courses don’t just skim the surface; they dive deep into every stage of financial planning. We cover all the essential knowledge and understanding you need to confidently tackle the challenges of Modules 2 to 5 and apply them in real-world scenarios.
- Proven Success, Unmatched Support: Thousands of students have trusted Clarity FT to guide them through their DiPFA journey, and we’ve consistently delivered exceptional results. Our proven methods and unparalleled support are designed to help you achieve your financial career goals.
Choosing Clarity FT means choosing success. Whether you’re looking to ace your exams or elevate your career, our expert-led, LIBF-accredited training is your ticket to the top.
Don’t wait – join the ranks of successful financial professionals who have trained with Clarity FT. Enrol today and take control of your future in finance!
Live webinar and classroom courses
Are you ready to take your financial career to the next level? Our expertly designed DiPFA courses are crafted to ensure you master every aspect of the syllabus in just 2 to 4 days per module. We’ve streamlined the learning process so you can cover each topic thoroughly, gain in-depth knowledge, and develop the exam techniques you need to succeed—all without sacrificing your work-life balance.
Why Choose Our Program?
- Complete Coverage: We leave no stone unturned, guiding you through every topic in each module with clarity and precision. From key concepts to nuanced details, our courses are your fast track to exam readiness.
- Expert Exam Techniques: With over 2,500 practice questions available on our exclusive Mock-Quiz Expert site, you’ll have all the tools you need to reinforce your learning and hone your exam skills. We’ll walk you through exam-style questions, highlight crucial points to watch out for, and provide simple, effective tips to help you memorise the content.
- Flexible Learning: We understand the demands of a busy schedule, so we offer regular courses, including convenient weekend sessions. This way, you won’t have to dip into your holiday leave to advance your career. Plus, with our modular approach, you’re in the driver’s seat—you dictate the pace of your learning, ensuring you stay in control of your professional development.
- Comprehensive DiPFA Program: Our full DiPFA training program spans 18 days of immersive learning, spread out over 6 to 12 months. Whether you prefer a rapid approach or a more measured pace, we’ve got you covered.
- Concise and Effective Materials: The LIBF AFA modules have been condensed into an easy-to-read slide format, allowing you to absorb the material quickly and efficiently.
What’s Included in Every Course?
Every course is packed with value, featuring:
- Detailed topic-by-topic coverage
- Intensive exam preparation and techniques
- Access to our extensive mock exam library – Mock-Quiz-Expert
- Flexible scheduling options to suit your needs
- Full tutor led presentation explaining the presentation booklet
- Live webinar – Delivered via Cisco Webex
- Classroom – Delivered via projector
- Dedicated and fully qualified tutor who is qualified with industry experience
- Detailed whiteboards showing step by step explanations of the content and examples – sent as PDF’s at the end of every day
- Info graphics to explain complex content
- Tabulated data when showing comparisons
- Short explainer videos to aid learning
- Class based and Live webinar students get FREE access to our distance learning resources in addition (available for 3 months)
- Access to our online calculators including our pension, investment and taxation calculators
Don’t let a busy schedule hold you back from achieving your financial aspirations. Take control of your career trajectory and join our program today. Your success story starts here!
Each course includes the above, plus:
- Module 2 – AFA – Taxation (Units 3 and 4) Skill: Understanding taxation. The exam will be assess as a 90 minute multiple-choice exam (45 minutes each unit).
- Course Overview: 2 day workshop
- This module will cover direct and indirect taxes, how they are calculated, who is liable for taxation and when taxes are due. The taxation module will explore the current HMRC structure of taxation including domicile and residency, estate planning and how advisers can assist clients in tax planning. The course runs over 2 days (9.30am to 5pm).
- Module 3 – AFAI – Investments (Units 5 and 6) Skill: Understanding how investments work and their uses (Exam: 90 minute multiple-choice exam (45 minutes each unit).
- Course Overview: 4 day workshop
- This module will cover how economic policy can impact financial markets and the use and suitability of the vast range of financial assets and financial products. This module will also cover the different investment theories and risks associated in this financial planning stage. The course runs over 2 days (9.30am to 5pm).
- Module 4 – AFAP – Protection (Units 7 and 8) Skill: Understanding how financial protection products work and their uses (Exam: 90 minute multiple-choice exam (45 minutes each unit).
- Course Overview: 2 day workshop
- This module will explore why and how financial protection can be implemented to ensure that a client’s needs are met. It will explain how protection can protect a client’s dependents as well as themselves in the event of early death, sickness or unemployment. It will cover how state benefits are limited but can also impact financial advice. This module will cover the technical aspects of all the protection policies and how an adviser can structure the policies and identify when changes need to be made to ensure ongoing suitability. The course runs over 2 days (9.30am to 5pm).
- Module 5 – Retirement Planning (Units 9 and 10) Skill: Understanding how state and non-state pensions work in order to help clients plan for retirement (Exam: 90 minute multiple-choice exam (45 minutes each unit).
- Course Overview: 3 day workshop
- This module will look at state pensions by looking at how they work and the qualification criteria, as well as how they can form part of the overall financial wellbeing of the client. It will also cover work and private pensions and the tax regime applicable in order to properly advise clients during the accumulation phase including how much and where to invest to achieve an income in retirement. It will cover the vast area of technical knowledge required to understand all types of pensions as well as the decumulation phase and the various options on retirement and how they can be built into a clients financial planning. The course runs over 3 days (9.30am to 5pm).