Clarity Course

DiPFA Training with Clarity FT

Clarity Financial Training Ltd provides complete training and study support for the DiPFA – Diploma for Financial Advisers, covering all six modules of the qualification.

Our DiPFA training is designed for both new entrants to financial services and existing professionals working towards their Level 4 financial adviser qualification.

You can complete the full DiPFA programme with Clarity FT or book individual modules depending on the stage you have reached in your studies.

Complete DiPFA Training Across All Six Modules

The complete programme is delivered across six separate training modules, allowing you to work through the qualification in a structured way while balancing study with work and other commitments.

Our training focuses on simplifying technical subjects, explaining how concepts work in practice and helping you develop the knowledge and assessment technique required throughout the qualification.

DiPFA Course Structure

Module 1 – Financial Services, Regulation & Ethics (FSRE)

5 days – 9.30am to 5pm
Classroom or Live Webinar

Module 2 – Taxation

2 days – 9.30am to 5pm
Classroom or Live Webinar

Module 3 – Investments

4 days – 9.30am to 5pm
Classroom or Live Webinar

Module 4 – Protection

2 days – 9.30am to 5pm
Classroom or Live Webinar

Module 5 – Retirement Planning

3 days – 9.30am to 5pm
Classroom or Live Webinar

Module 6 – Financial Advice Coursework

2 days – 9.30am to 5pm
Live Webinar

Complete programme: 18 days of tutor-led training.

What’s Included in Your DiPFA Training?

Depending on the module and study option selected, your training can include:

Full tutor-led training with an experienced financial services tutor
Comprehensive course materials with simplified explanations of technical topics
Presentation booklets and supporting handouts
Daily test questions and revision exercises
Infographics and visual learning resources
PDF whiteboards from tutor-led sessions
Module summary sheets
Investment formula summary sheets
Worked examples for calculations and formulas
Access to relevant distance-learning resources following completion of a live course
Access to online financial planning tools and calculators
Mock Quiz Expert exam practice
Direct email support from your tutor

DiPFA Mock Exams and Question Practice

DiPFA students can use our Mock Quiz Expert platform to reinforce their learning and prepare for assessments.

The platform includes thousands of multiple-choice questions and case-study questions across our qualifications, with explained answers to help you identify areas that may need further revision.

Classroom and live webinar students also receive email support from their tutor, allowing you to ask for clarification on technical topics and exam-style questions.

Flexible DiPFA Study Options

Our DiPFA training is available through a combination of classroom courses, live tutor-led webinars and distance learning, depending on the module selected.

Live courses generally run from 9.30am to 5pm, with selected courses also scheduled at weekends.

Classroom Training
Live Webinar Training
Distance Learning

Specialist DiPFA Coursework Training

Module 6 – Financial Advice Coursework

The final DiPFA module requires you to bring together the technical knowledge developed throughout the qualification and apply it to a client’s circumstances through a suitability-style report.

Clarity FT provides a dedicated two-day live webinar course based on the pre-released fact find.

Your coursework training can include:

Course materials tailored to the pre-released fact find
A structured report template to help you develop your submission
Guidance on identifying appropriate products and recommendations
Technical support with financial planning topics
Guidance on explaining and justifying recommendations
Resources for researching protection premiums and future investment and pension values
Direct tutor support while completing your coursework
Interactive live training delivered through Cisco Webex

Online Financial Planning Tools

DiPFA students can access practical tools and calculators to support their studies and coursework, including:

Pension tax relief calculator
Workplace and private pension forecast calculators
Annuity calculator
Flexi-Access Drawdown calculator
Uncrystallised Funds Pension Lump Sum (UFPLS) calculator
Inheritance Tax calculator
Capital Gains Tax calculator
Income & Expenditure calculator
Client Portfolio & Asset Allocation tool

These tools can help you understand financial planning calculations and apply technical knowledge to realistic client circumstances.

Supporting You Throughout Your DiPFA Studies

Our support continues beyond the training day. Students can access additional learning resources and contact their tutor for help with technical topics and areas they may be finding difficult.

Our aim is to help you understand the subject matter rather than simply memorise information for an assessment, helping you build a stronger foundation for both your qualification and your future career in financial advice.

Start Your DiPFA Training

Whether you are starting the complete Diploma for Financial Advisers or only need training for your remaining modules, you can choose the DiPFA course and study option that suits your stage of the qualification.

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Clarity Financial Training Ltd is an LIBF Accredited Learning Support Provider offering training and study support for the Diploma for Financial Advisers (DiPFA).