Financial Adviser Course
If you are looking to become a Financial Adviser, Clarity FT offers structured training for the Diploma for Financial Advisers (DiPFA), a Level 4 qualification designed for those developing the knowledge required for financial advice.
Clarity Financial Training is an LIBF Accredited Learning Support Provider, offering DiPFA training through classroom courses, live tutor-led webinars and flexible distance learning.
Our complete tutor-led programme covers all six DiPFA modules over 18 days, although modules can also be studied individually.
DiPFA Course Structure
The Diploma for Financial Advisers is split into six 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 courses normally run from 9.30am to 5pm.
Modules 1 to 5 are available through classroom or live webinar training, while Module 6 Coursework is delivered as a live webinar course.
What Will You Learn?
The DiPFA programme develops knowledge across the key areas of financial planning, including:
- Financial services regulation and ethics
- Taxation
- Investments
- Protection
- Retirement planning
- Applying financial planning knowledge to client scenarios
- Preparing and supporting financial recommendations
The final coursework module brings together the knowledge from the earlier modules and requires you to apply it to a client fact find and written financial advice report.
Study Options
Classroom Training
Attend tutor-led training face-to-face, with structured course materials, practice questions and direct interaction with your tutor.
Live Webinar Training
Join live, interactive training through Cisco Webex, allowing you to ask questions and take part throughout the course.
Distance Learning
Study at your own pace using recorded tutor-led training, supporting study materials, practice questions and tutor support.
Our distance learning training is created and delivered by our tutors and is not AI-generated.
What Resources Do We Provide?
Depending on your chosen study option, your DiPFA training can include:
- Tutor-led training
- Structured course materials
- Hardcopy materials with applicable live courses
- Practice questions and exercises
- Whiteboards, diagrams and infographics
- Worked examples and calculations
- Relevant online calculators and study tools
- Tutor support by email
- Access to Mock-Quiz-Expert
- 3 months’ access to 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.
Module 6 – Financial Advice Coursework
The final DiPFA module focuses on applying your financial planning knowledge to a client scenario.
Our 2-day coursework workshop includes:
- Materials tailored to the relevant pre-released fact find
- A structured report template
- Guidance on organising and presenting your report
- Technical support on relevant products and recommendations
- Guidance on explaining and justifying recommendations
- Relevant financial planning calculations and tools
- Harvard referencing support
- Tutor support by email
Students should book the coursework session that corresponds to their particular submission period.
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.
Start Your Financial Adviser Training
Whether you are beginning a new career in financial services or developing your existing knowledge, our DiPFA programme provides structured training across all six modules.
Learn it. Revise it. Test it.
VIEW DIPFA COURSES & BOOK ONLINE
