DiPFA Training Course
DiPFA – The Diploma for Financial Advisers is one of the benchmark qualifications that will enable qualified professionals to become a Financial Adviser. On completion of the LIBF DiPFA, qualified professionals can go on to work in financial services giving advice on investments through to retirement planning. This qualification only takes between 9 to 12 months to complete, offering a direct route into the finance industry. DiPFA is a LIBF Regulated Qualifications Framework (RQF) Level 4 qualification and is listed as an appropriate qualification recognised by the FCA.
DiPFA Training Course – How Clarity FT run the course
At Clarity Financial Training Ltd we offer a complete 17 day DiPFA Training course (split over 6 sessions). No other training provider gives you the technical ability to fully understand the depth of knowledge required to pass your DipFA® qualification with confidence. At Clarity FT we cover all the areas essential for delivering holistic advice.
Clarity FT has developed its own unique study programme to help working professionals obtain their level 4 financial advising qualification while they work. If you want the best training provider with the highest quality materials and delivery, come to us. Clarity FT is also the original LIBF accredited learning support provider, meaning we have been running our courses subject to LIBF standards for the longest. We run many of our courses at the weekend so that working professionals can study and work at the same time.
Whether you have existing experience or are new to the industry our training courses are aimed at covering each module to help understand and gain the relevant exam technique to pass the qualification with ease. We have various study options available to assist you to tackle the exams and pass – Prices start at £175.00.
The Diploma is split into 6 modules and all must be completed. They can be completed in any order.
- Module 1: Financial Services, Regulation & Ethics (FSRE) – 5 Days (9.30am to 5pm) – Classroom and live webinar
- Module 2: Taxation – 2 Days (9.30am to 5pm) – Classroom and live webinar
- Module 3: Investments – 3 Days (9.30am to 5pm) – Classroom and live webinar
- Module 4: Protection – 2 Days (9.30am to 5pm) – Classroom and live webinar
- Module 5: Retirement Planning – 3 Days (9.30am to 5pm) – Classroom and live webinar
- Module 6: Coursework – 2 Days (9.30am to 5pm) – Live webinar only
What resources do we provide?
- Presentation power point booklet (slide format in Hardcopy) and tutor led presentation – Industry leading, well written and simplified text.
- Full tutor led course by a qualified and experienced tutor (live courses run from 9.30am to 5pm daily)
- Daily test questions and/or appropriate handouts (Hardcopy).
- Info graphics.
- Whiteboards sent as PDF’s
- Access to our distance learning resources for 3 months on completion of your live course
- Access to our “Mock-Quiz-Expert” website with over 2,500 questions available on the site
- Get access to all our online tools during the distance learning access
- Full aftercare support offered by e-mail direct to your tutor
- Light refreshments, including microwave for general use (Class based)
- Free parking for all students (Class based)
- Pass guarantee (you are with us until you pass)
Module 6 – Coursework (Suitability report):
- 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)
LEARN MORE ABOUT BECOMING AN ADVISER
FIND OUT MORE ABOUT OUR STUDY OPTIONS