Clarity Course

Clarity Course

DiPFA 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.

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 £225.00.

The Diploma is split into 6 modules and all must be completed, read the following to see if it is for you. Click on the following:

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) – Classroom and live webinar

Included in our multiple choice exam courses are:

• Presentation power point booklet (slide format in Hardcopy) and tutor led presentation – Industry leading, well written and simplified text.
• Access to pre-recorded tutorials of all selected courses.
• Daily test questions and/or appropriate handouts (Hardcopy).
• Mock exams (for all multiple choice based) (Hardcopy) – with email support.
• Explainer videos.
• Info graphics.
• Whiteboards sent as PDF’s.

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
• 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)
• 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)

Clarity FT is an accredited LIBF Diploma for Financial Advisers (DiPFA) learning support provider.

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