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DipFA Coursework

DipFA Coursework

DiPFA Coursework – AFA Module 6

Clarity FT offer a 2 day tailored course for the DiPFA coursework.

The Diploma for financial advisers (DipFA) is the LIBF qualification comprising of 6 mandatory modules. We offer the most comprehensive delivery of the DiPFA qualification in the market place. The LIBF coursework is the final module of the Advanced Financial Advice (Dipfa AFA).

Find out further information on becoming a Financial adviser, Click here.

LIBF Coursework 

Module 6 – Coursework (Unit 11) will test the application of the knowledge gained in modules 1 to 5. The exam comprises of one unit. It is a coursework consisting of a pre-released fact find with an essay response in the style of a suitability report. This is based on a case study provided as a fact find given 4 weeks before. Students must formulate their recommendations via a report and submit it online within the time frame. A new fact find is released every 6 weeks.

What Clarity FT include in the course

  • 2 day course with tailored materials specific to the pre released fact find – Industry leading, well written and simplified text.
  • Template sent via email you populate to help create your report
  • Technical support on products and recommendations
  • How to justify your recommendations
  • Useful links for premium quotes and future investment/pension forecasts
  • Access to our online tools including:
    • Pension tax relief calculator
    • Pension forecast calculator (work and private)
    • Annuity calculator
    • Flexi Access Drawdown calculator
    • Uncrystallised funds pension lump sum (UFPLS) calculator
    • Inheritance tax calculator
    • Capital gains tax calculator
    • Income and expenditure calculator
    • Top slice calculator (coming soon)
  • Full aftercare support offered by e-mail direct to your tutor
  • Real time webinars (live sessions that are fully interactive) delivered via Cisco Webex sent by a secure link
  • Pass guarantee (you are with us until you pass)

How Clarity FT deliver the course

Day 1:

A technical workshop and presentation covering all the relevant information to correspond with your pre released fact find. This is a tailor made session detailing the areas required for your coursework and helping you to understand your client/s. We work through the fact find explaining the technical use of the products and we show you how to use the template provided in order that you understand how to create the order of your work. We show you how to use all the online tools provided to ascertain investment and pension forecasts and how to calculate the estate by using our IHT tool.

Day 2:

The second day we complete the financial planning stages and we focus on how to structure your report, with guidance on where to include content. We help you understand how to reference your report and show you how to use our Harvard Reference Generator. This session also covers how to source information. This workshop is extremely popular, so book your course NOW that is relevant to your submission, you will not be disappointed.

Please be sure to book the correct session applicable to your coursework submission.

 

We offer online based courses only for this module.
Clarity FT is a LIBF accredited learning support provider.

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