Financial Adviser Course
If you are looking into becoming a Financial Adviser, enrol onto our Financial Adviser Course today. At Clarity FT we offer various study options to help you achieve your Financial advising qualification. Financial Advising is a regulated activity and requires a professional FCA recognised qualification such as The Diploma for Financial Advisers – DipFA. DipFA 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 9 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.
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)
At Clarity FT we have listened to our students to find out what works best to enable them to pass their exams with confidence. Clarity FT is a LIBF Accredited Learning Support Provider, this means our materials and training techniques are verified by the awarding body once a year. Our materials are created by our tutors, which means we can guarantee the accuracy and the relevance. We offer various study options including Classroom, Online real time webinar courses and self-paced distance learning. Our courses are designed to fit around you, meaning you can still work and fit your studies around your busy life style.
Clarity FT is a LIBF Accredited Learning Support Provider.
Fast Track to success. Financial qualification courses made simple.
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