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DipFA 2 Bootcamp - AFA Exams

The Walbrook 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.

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.   

Paul Explains the DipFA and Bootcamp

 

DipFA 2 – AFA Exams Bootcamp

Your flexible route to mastering Advanced Financial Advice.

You’ve passed FSRE and you’re ready to tackle the next stage — the four multiple-choice exams that make up the Advanced Financial Advice (AFA) module. But you don’t want to wait for a cohort or attend expensive workshops. You want flexibility, control, and expert guidance.

You’re working full-time, juggling commitments, and need a training solution that fits around your life. You want to study when it suits you, in the order that works best for you, and still get the depth and support needed to pass. If this sounds like you, then Paul Archer’s DipFA 2 – AFA Exams Bootcamp is your perfect next step.

What’s Included

  • On-demand access to all content — start anytime.
  • Over 100 x 40ish-minute deep-dive videos for each topic, recorded live with Paul. Totalling over 55 hours.
  • More added weekly Whiteboard-style presentations with real-life examples and case studies.
  • Online tests for each exam topic with instant feedback.
  • Recorded workshops dissecting test questions and answers.
  • 1-hour personal coaching session with Paul via Zoom. Worth £150 Email support for questions (fair use applies).
  • Access to the Bootcamp for 365 days.

Why It Works

  • Start anytime – no waiting for scheduled workshops.
  • Study in any order – take the exams when you’re ready.
  • Engaging delivery – Paul’s teaching style keeps you focused for 45 minutes at a time.
  • Real-world relevance – examples and case studies bring the syllabus to life.
  • Revision support – test walkthroughs and coaching help you prepare with confidence.
  • Flexible learning – fits around your work and life commitments.

How It Works

  • Enrol when it suits you — the course is entirely self-paced.
  • atch deep-dive videos that explain each topic in detail using
  • Paul’s signature whiteboard style. Learn through real-life examples, case studies, and practical insights.
  • Take online tests to check your understanding and track your progress.
  • Watch recorded workshops where Paul walks through test questions and answers.
  • Book your 1-hour Zoom coaching session with Paul to discuss any topic or challenge. Ask questions via email — fair use applies. Resume learning on any device, even mid-video.
  • You’ll need to register and pay separately for the AFA exams with the LIBF. Visit http://www.libf.ac.uk for details and booking.

Detailed Content and Schedule – DipFA 2 (AFA)

Covers the syllabus for the four AFA multiple-choice exams: AFAT – Taxation AFAI – Investment AFAP – Protection AFAR – Retirement Planning

Each topic includes

  • Deep-dive video lessons (40 minutes each).
  • Online tests with instant feedback.
  • Recorded workshops dissecting test questions.
  • Real-life case studies and examples.

Take alook at the 55 hours of video content and the various videos broken down into their subjects. This is truly like attending an 8 day workshop with an industry expert educating you on all the topics in an engaging lively style.

Go here to view the content and have a look at some of the videos.

Your Tutor

Paul's credentials:

  • Paul Archer began in the mortgage sector in 1983 - almost 45 years' experience.
  • Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, 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 CeMAP in 1999, when it started, trained thousands of students.
  • Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of networks, banks, lenders, brokers and insurers in the UK and the world.
  • Watch Paul in action on his YouTube Channel https://www.paularcher.tv/
  • And connect via https://www.linkedin.com/in/paularcheruk

Investment

£595 including VAT Includes all video content, tests, recorded workshops, email support, and a 1-hour coaching session with Paul. Access initially provided for 365 days

 

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