What is DipFA®?

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.

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.

The Live Online Workshop

• Reviewing your studies
• The AFA Coursework Exam - marking system, tips
• The Factfind initial thoughts
• Affordability calculations
• Other calculations
• Coursework Suitability Report structure
• Solution and recommendations including technical update
• Action plans

Benefits

• You're at the last hurdle for the DipFA exam and the fact find exam is looming. You haven't done as much preparation as you would like with work pressures and everything, attending this workshop will allow you to be fully prepared.
• Your tutor will be prepared and would have examined the fact find and worked out the needs and recommendations required.
• After the workshop, you'll totally understand the nature of the exam, pass marks, word count, style and structure. You'll be very versed on the content of the fact find and will be reminded of an ideal structure to maximise your marks. And finally you'll have the bones, with flesh, of a report that'll help you pass the exam, and you'll create this all yourself with facilitation and guidance from the tutor plus other delegates.
• You'll have a useful networking session with other likeminded individuals.
• And you don't need to leave your home.

What's the Investment?

• £375 including VAT per delegate

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
3. Just click on the button below to enrol, use your credit or debit card using our secure systems.

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.

Do book early as we're limiting the number of delegates to 8 per cohort to ensure maximum interaction and online learning.    

Autumn/Winter 2024 Cohort - Workshop Dates

• 6th and 7th March 2025 (10:30 am - 3:30 pm),

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, 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 DipFA in 2009, when it started.
  • 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