The Walbrook 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.

AAchieving 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.

DipFA Final Exam

• 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.

DipFA 3 – Final Coursework Bootcamp

Your final step to becoming a qualified financial adviser. You’ve passed FSRE and the four AFA multiple-choice exams — now it’s time for the final challenge: the coursework.

This is where you bring everything together and prove you can apply your knowledge in a real-world scenario. But you don’t want to wait for a scheduled workshop or be limited to one or two submission windows a year.

You want support for any of the eight LIBF coursework releases, and you want expert guidance to help you prepare a strong, high-scoring submission. If this sounds like you, then Paul Archer’s DipFA 3 – Final Coursework Bootcamp is exactly what you need.

What’s Included

• Join anytime – support for all eight LIBF coursework releases.
• On-demand video lessons explaining how the coursework works and how to approach the exam
• Step-by-step guidance on how to approach the fact find and suitability report on video
• Exemplar reports and examples available on the portal.
• 3 hours of personal coaching with Paul via Zoom: 1 hour for research and prep (with notice). 2 hours working together on your submission.
• Email support for questions (fair use applies). Access to the Bootcamp for 365 days.

Why It Works

• No waiting – start when you’re ready, for any LIBF coursework release.
• Expert guidance – Paul helps you prepare, challenge your thinking, and maximise your marks.
• Real-world focus – learn how to write for a human, not an algorithm.
• Flexible support – coaching tailored to your needs and schedule.
• On-demand access – videos and exemplars available whenever you need them.

How It Works

• Enrol anytime — the course is self-paced and supports all LIBF coursework windows.
• Watch on-demand videos that explain how the coursework works and how to prepare.
• Learn how to analyse the fact find, identify client needs, and write a compelling suitability report.
• Review exemplar reports and examples to understand what good looks like.
• Book your 3 hours of coaching with Paul:
• 1 hour for research and prep (with notice). 2 hours on Zoom to work through your submission.
• 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 coursework exam with the LIBF. Visit http://www.libf.ac.uk for details and booking.

Detailed Content and Schedule – DipFA 3 (Coursework)

• Covers the full process for preparing and submitting your final coursework:
• Understanding the LIBF fact find and client scenario.
• Structuring your suitability report.
• Analysing client needs and goals.
• Writing clearly, ethically, and professionally.
• Maximising marks through human-centred writing.
• Reviewing exemplars and past submissions.
• Coaching and feedback from Paul.
• Click here to peruse the product further

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

£375 including VAT Includes all video content, exemplars, email support, and 2 hours of coaching with Paul.

 

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