DipFA FSRE Support Package

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.

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.

CeMAP 1 Bootcamp Videos

Access for three months of our CeMAP 1 Bootcamp. You may already have this exam or feel it is below you. FSRE is somewhat like CeMAP 1 "on steroids" – it broadly covers the same syllabus. Many of our videos (we have hundreds on CeMAP 1) cover the topic in depth.

Quite a few videos are at the FSRE level because we feel you need to be an all-around expert at the job, not just have the ability to pass the exam. So you'll be pleasantly pleased to access videos to cover some of the more tricky areas.

FSRE Audio Collection

You also have exclusive access to our unique FSRE audio collection, which we recorded especially for students understanding FSRE. It is a discussion around the LIBF textbook covering:

1. 01 The role and structure of financial markets and government - recording
2. 02 Meeting Customer Needs
3. 03 Important Legal Principles
4. 04 Wills, Intestacy and Trusts
5. 05 The Development of the UK Financial Services Regulation
6. 06 The PRA and FCA responsibilities and approach to regulation
7. 07 Fair and ethical outcomes for customers
8. 08 The advice process and adviser skills
9. 09 The regulatory advice framework
10. 10 Ethical principles and professional behaviour

Each module is between 35 and 45 minutes long. They contain the topics explained, stories and examples and contemporary thinking around the subject. These are not available anywhere else and are not sold directly.

FSRE Test Collection

Finally, our FSRE Test Collection—online quizzes delivering FSRE multiple-choice questions. There are over 350 questions, but we will add more over the next few months. You could spend hours simply doing questions online. You get the answer immediately, so you can dive back into studying if you get any wrong.

Bonus - Test Dissection Videos

A bonus. Recordings of Paul talking through some of the FSRE tests on video. Paul takes you through 25 questions and discusses both exam techniques and the right/wrong answers—a beneficial study. Currently, we have two x 25 questions test examined and dissected on video.

Overall, it is a splendid package for those wanting to achieve their FSRE in the first two months of your "Route to Financial Adviser."

Your Investment

The investment is just £195 for the package as above. You'll be given 12-month access to our learning portal, where you can watch and listen to the videos and audio.

 Then you're onto the Advanced Financial Advice AFA exam – multi-choice and the final exam.

How to Buy

Just click on the image button to enrol, use your credit or debit card using our secure systems. Follow the instructions to enrol yourself directly onto our Learning Management System.

Head straight to our Learning Management System page, where you can sign in for free, look at our on-demand courses at your leisure, and try it out to see if it fits. Go here https://paularcher.thinkific.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 - 41 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach.
  • CeMAP qualified, Level 4 IFA qualified, R01, R05, ER1, 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