Complete DiPFA Training for Aspiring Financial Advisers

Clarity Financial Training Ltd offers a complete 18-day DiPFA training programme, delivered across all six modules of the Diploma for Financial Advisers. No other training provider offers the same depth of technical training, quality of course materials and comprehensive level of support throughout the DiPFA qualification. Our programme goes beyond simply preparing you for the assessments, helping you develop a thorough understanding of the technical knowledge and practical application required for a career in financial advice.

Our DiPFA courses are designed for both new entrants to financial services and existing professionals working towards their Level 4 financial adviser qualification. Training focuses on developing the technical knowledge, practical understanding and exam technique needed throughout the qualification.

To make revision easier, we have created comprehensive summary sheets for each module, condensing key technical information into clear, easy-to-reference study resources. Investment students also receive our invaluable Investment Formula Cheat Sheet, bringing together the key formulas and calculations you need in one convenient reference guide.

The complete programme is split into six training sessions, making it easier to study individual modules while balancing your qualification with work and other commitments.

Clarity FT – DiPFA Course Structure

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

• 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 with Your DiPFA Training?

Our courses are designed to do more than simply work through the syllabus. We focus on simplifying technical subjects, explaining how concepts work in practice and helping you develop the knowledge and exam technique required for your assessments.

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
• Three months’ access to distance learning resources following completion of a live course
• Access to our online financial planning tools and calculators
• Mock Quiz Expert exam practice – over 5,000 exam style questions
• Direct email support from your tutor
• Pass Guarantee on qualifying courses, subject to our Pass Guarantee terms

DiPFA Mock Exams and Question Practice

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

Practising exam-style questions alongside your course can help you test your technical knowledge, improve your exam technique and build confidence before your assessment.

Flexible DiPFA Study Options

We understand that many students complete DiPFA while working, changing careers or managing family and other commitments.

That’s why 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, and selected courses are also scheduled at weekends to provide greater flexibility for working professionals.

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 includes:

• 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 your recommendations
• Resources for researching protection premiums and future investment and pension values
• Direct tutor support while completing your coursework
• Interactive, real-time 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

• Coursework Study Tools (Financial Advice Coursework students only)

  • 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 doesn’t end when the training day finishes.

Students have access to additional learning resources and can contact their tutor for help with technical topics and areas they may be finding difficult. Eligible students can also benefit from our Pass Guarantee, providing continued support if they need another attempt at an assessment, subject to the applicable terms.

Our aim is to help you understand what you’re learning rather than simply memorise information for an exam, giving you a stronger foundation for both your assessments and your future career in financial advice.

What Our DiPFA Students Say

“Excellent course led by Maria who is a great teacher and has amazing technical knowledge. Passed my DipFA with distinction. Thank you so much for all your support, 10/10 service and would recommend to anyone who is completing their diploma.”

— Annie B., DiPFA Module 6 student, passed with Distinction

Start Your DiPFA Training

Whether you’re 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. DiPFA training prices start from £175.

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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).