DiPFA Fast Track Course
Our DiPFA Fast Track Course provides a complete 18-day tutor-led training programme, covering all six modules of the Diploma for Financial Advisers (DiPFA).
The programme is divided into six separate training sessions, allowing you to complete the qualification alongside work and other commitments.
Clarity Financial Training is an LIBF Accredited Learning Support Provider, offering DiPFA training through classroom courses, live tutor-led webinars and flexible distance learning.
18-Day DiPFA Fast Track Training
Our complete tutor-led programme covers all six DiPFA modules:
- Module 1 – Financial Services, Regulation & Ethics (FSRE): 5 days
- Module 2 – Taxation: 2 days
- Module 3 – Investments: 4 days
- Module 4 – Protection: 2 days
- Module 5 – Retirement Planning: 3 days
- Module 6 – Financial Advice Coursework: 2 days
Live training runs from 9.30am to 5pm.
Modules 1 to 5 are available through classroom or live webinar training. Module 6 Coursework is delivered as a live webinar course.
What Does the DiPFA Fast Track Course Cover?
The programme develops the technical knowledge and application skills required across the main areas of financial planning.
Module 1 – FSRE
Develop your understanding of the financial services industry, regulation, ethics and professional responsibilities.
Module 2 – Taxation
Study the UK taxation system and its application to financial planning, including Income Tax, Capital Gains Tax, Inheritance Tax and tax planning.
Module 3 – Investments
Develop your understanding of economics, financial markets, asset classes, investment products, risk, investment taxation and portfolio planning.
Module 4 – Protection
Learn how to identify protection needs and understand the different products available to protect individuals, families and businesses.
Module 5 – Retirement Planning
Develop your knowledge of State, workplace and private pensions, pension taxation, accumulation, retirement planning and retirement income options.
Module 6 – Financial Advice Coursework
Apply the knowledge developed throughout DiPFA to a pre-released client fact find and produce a structured financial advice report.
Classroom and Live Webinar Training
Our live DiPFA courses provide structured, tutor-led training with opportunities to ask questions and work through examples throughout each module.
Classroom courses are delivered face-to-face, while our live webinars are delivered remotely through Cisco Webex.
The modular structure allows you to complete each part of the qualification separately rather than attending 18 consecutive training days.
What’s Included in the DiPFA Fast Track Course?
Depending on the module and study option, your training can include:
- 18 days of tutor-led training
- Structured course materials
- Hardcopy materials with applicable live courses
- Practice questions and exercises
- Worked examples and calculations
- Whiteboards and step-by-step explanations
- Diagrams, tables and infographics
- Short explainer videos
- Investment calculation examples and formula resources
- Relevant online calculators and study tools
- Tutor support by email
- Access to Mock-Quiz-Expert
- 3 months’ access to the relevant distance learning resources from the start of each live course
- Pass Guarantee on qualifying classroom and live webinar courses, subject to our terms and conditions
Mock-Quiz-Expert provides over 5,000 multiple-choice questions and case studies across our qualifications, helping you test your knowledge and identify areas requiring further revision.
DiPFA Coursework Support
Module 6 is different from the examination-based modules and focuses on applying your financial planning knowledge to a client fact find.
Our 2-day live webinar workshop is tailored to the relevant pre-released fact find and includes:
- Coursework-specific training materials
- Report template
- Guidance on structuring your report
- Technical support on relevant financial planning areas
- Guidance on explaining and justifying recommendations
- Financial planning calculations and examples
- Guidance on sourcing information
- Harvard referencing support
- Access to relevant Clarity FT online tools
- Tutor support by email
Students must book the coursework session corresponding to their particular submission period.
DiPFA Distance Learning
If you need greater flexibility, you can also study DiPFA through our recorded tutor-led distance learning courses.
Distance learning allows you to progress through the training at your own pace and is supported by study materials, practice questions, online resources and tutor support.
Our distance learning training is created and delivered by our tutors and is not AI-generated.
LIBF Registration and Assessment Fees
Clarity FT course prices cover our training and study support only.
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. You can arrange your assessment through LIBF when you are ready.
As LIBF registration and assessment fees can change, please check the current fees directly with LIBF when registering for your qualification or assessment.
Complete Your DiPFA Training with Clarity FT
Our 18-day DiPFA Fast Track Course provides a structured route through all six modules, combining technical training, practical examples, exam preparation, coursework support and additional study resources.
Learn it. Revise it. Test it.
VIEW DIPFA COURSES & BOOK ONLINE
