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Route to Financial Adviser – Paul Archer's DipFA Exam Preparation Programme

Summer/Autumn Cohort 2025

The LIBF's DipFA Exam

The LIBF Level 4 Diploma for Financial Advisers (DipFA®) is the gold standard qualification for those seeking to establish or advance their career in financial advice. Recognised by the Financial Conduct Authority (FCA), this qualification equips you with the essential knowledge and practical skills needed to excel in the industry.

Whether you're just starting or looking to enhance your professional credentials, the DipFA provides a comprehensive understanding of financial services regulation, taxation, investments, protection, and retirement planning.

Its rigorous curriculum is designed to replicate real-life scenarios, ensuring you are prepared to pass the exam and apply your expertise in the workplace. Investing in the DipFA means investing in your future.

This qualification opens the door to a wide range of opportunities within the financial services sector, allowing you to offer clients informed, holistic financial advice. With the DipFA, you'll gain the confidence and competence to navigate complex financial landscapes, ensuring your clients receive the best possible guidance.

Achieving this respected diploma is a decisive step towards becoming a trusted financial adviser and securing a rewarding, long-term career in the industry.

DipFA Programme Structure:

  • Module 1: Financial Services, Regulation and Ethics (FSRE) – Focuses on understanding the UK financial services industry, its regulations, and ethical considerations.
  •  Modules 2-5: Advanced Financial Advice – Covers key financial advice areas:
    • Taxation (AFAT)
    • Investment (AFAI)
    • Protection (AFAP)
    • Retirement Planning (AFAR)
  • Module 6: Coursework (AFAC) – Involves a comprehensive suitability report based on a real-life scenario, assessing your practical ability to apply your knowledge.

Paul Archer's Programme for DipFA Exam Preparation – The Route to Financial Adviser - Summer/Autumn Cohort Starts 1st April for 9 Months

Paul Archer's Route to Financial Adviser DipFA Programme is the premier choice for mortgage advisers looking to transition seamlessly into the financial advising field. With a proven track record of success, this programme is meticulously designed to meet the unique needs of mortgage advisers, providing targeted support beyond just passing the DipFA exam.

Paul Archer's approach combines in-depth, practical knowledge with engaging, on-demand content and live sessions that ensure you fully understand and can apply the complex concepts required for a successful career in financial advice.

By choosing this programme, you're not just preparing for an exam; you're equipping yourself with the tools, confidence, and expertise to thrive as a financial adviser, all under the guidance of one of the industry's most respected trainers.

Sign up for the complete programme and receive plenty of personal support and guidance throughout your journey, or choose the individual elements to suit. Route to Financial Adviser includes an exclusive 45-minute Zoom coaching session with Paul at a time that suits you and unlimited email support.

 The Second Cohort Route starts in April 2025.

Unit 1 - Financial Services Regulation and Ethics (FSRE)

  • The Financial Services, Regulation, and Ethics (FSRE) exam is a foundational component of the DipFA qualification, focusing on the regulatory environment and ethical framework within which financial advisers operate.
  • This exam is divided into two parts, each featuring multiple-choice questions and case studies that test your knowledge of the UK's financial services industry, its regulations, and the ethical standards required for professional practice.
  • The FSRE exam is designed to ensure that you understand the legal and ethical responsibilities of being a financial adviser. Passing this exam confirms your grasp of the rules governing financial services and your ability to apply ethical principles in real-world advising scenarios, making it an essential step in your journey to becoming a trusted financial adviser
 FSRE Support
  •  Online and on-demand support packages are available and designed to help you thoroughly understand FSRE concepts.
  • It includes a complete podcast series covering the entire syllabus and test questions and recorded videos of questions being dissected and explained.
  • Plus, access to the CeMAP 1 Bootcamp includes dozens of trainer videos covering the syllabus.

AFA Multi-Choice Exams

  • The Advanced Financial Advice (AFA) multiple-choice exams are crucial to the DipFA qualification, designed to test your understanding and application of critical financial advising concepts.
  • These exams cover four essential areas: Taxation, Investments, Protection, and Retirement Planning. Each exam consists of multiple-choice questions and case studies that challenge you to apply theoretical knowledge to practical scenarios.
  • These assessments are not just about rote learning; they require a deep comprehension of the subject matter and the ability to analyse and solve problems that financial advisers face in their daily practice.
  • Successfully passing these exams demonstrates your readiness to handle the complexities of financial advice, providing a solid foundation for your future career as a financial adviser.
  • Subjects Covered - Taxation, Investments, Protection, and Retirement Planning.        
AFA Multi-Choice Exam Support
  • Online, on-demand package includes specimen exam questions and deep-dive videos on key syllabus topics. These videos are engaging, informative, and recorded live with real advisers.
  • Exclusive live online revision sessions are also available for each subject to discuss specimen questions and critical topics.
Scheduled Revision Dates
  • Taxation: 27th June 2025 - (9.30 am to 12.30 pm)
  • Investment: 8th August 2025 - (9.30 am to 12.30 pm)
  • Protection: 26th September 2025 - (9.30 am to 12.30 pm)
  • Retirement Planning: 14th November 2025 - (9.30 am to 12.30 pm)
  • Recordings are available on the online portal to those unable to attend live

Final Coursework - Factfind Report Due on 8th December 2025

  • The final assessment of the DipFA qualification is the coursework component, designed to test your ability to apply the knowledge and skills you've gained throughout the programme in a practical, real-world context.
  • This assessment involves a pre-release fact find, requiring you to produce a comprehensive suitability report based on a detailed client scenario. The report will require you to analyse the client's financial situation, identify their needs and goals, and provide comprehensive financial advice.
  • The coursework is an opportunity to demonstrate your expertise in financial planning and your ability to communicate complex information effectively.
  • Passing this assessment confirms your readiness to become a qualified financial adviser and showcases your ability to deliver professional advice that meets the standards expected in the industry.

Final Coursework Support

  • Workshop: Two-day online workshop on 25th and 26th November 2025 (10:30 am - 3:30 pm), focusing on producing a suitability report required for the LIBF.
  • This workshop is scheduled to follow the syllabus, ensuring you have the necessary knowledge to complete the coursework.
  • Paul facilitates the group to create a specimen answer to the coursework case study.
  • Paul will also show how to format and structure your report to gain maximum marks.

Call to Action

With Paul Archer's Route to Financial Adviser DipFA Programme, you're not just enrolling in a course—you're gaining a dedicated mentor who will be with you every step.

 Paul Archer is committed to your success, offering support and expert guidance to ensure you achieve your goal of becoming a financial adviser. From mastering the DipFA syllabus to navigating the practical challenges of the profession, Paul will provide the insights and encouragement you need to take the next step in your career confidently.

With his support, you're not just passing an exam but embarking on a journey to become a trusted and successful financial adviser.

Investment

For the entire Route to Financial Adviser with Paul Archer, your investment is £1,050, including VAT.

This includes all the components described earlier, plus technical and career support via email. Remember, you also have a 45-minute Zoom coaching session with Paul at a time that suits you.

Or choose the individual modules to suit you:

  • FSRE Support Package - £195
  • AFA Exam Support - £595
  • Two-Day Coursework Submission Workshop - £375
  • Total for all modules £1,165 including VAT

How to Enrol Online

  1. Have a good read of the Terms and Conditions by clicking here
  2. Email Paul to make sure there are spaces on your chosen cohort - paul@paularcher.com

Please note, you’ll also need to pay The London Institute of Banking & Finance registration fees to complete your qualification. You’ll find more details on The London Institute of Banking & Finance registration and their fees on their website.

Your Tutor

  • Paul's credentials:

    • Began in the mortgage sector in 1983 - 42 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach.
    • CeMAP qualified, Level 4 IFA qualified, R01, R05, ER1, CF8, protection, equity release, supervisory qualified.
    • Author of a myriad of technical texts spanning all areas for both the CII and the LIBF.
    • All team are also fully qualified and experienced.
    • Began teaching FPCs, AFPC, R0 exams in the 1990s, trained thousands of students.
    • Founder and Managing Director of Archer Training Ltd in 2001
    • Working with dozens of banks, lenders, brokers and insurers in the UK and the world.
  • Watch Paul in action on his YouTube Channel by going here. His LinkedIn Profile can be found here

After Passing the Exam?

Paul will provide further assistance in your journey to become a financial adviser. Paul can guide you on your self employed or employed positions via our trusted partners.

If you want more information, email Paul Archer