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.
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.
Assessment: Multiple-choice exams for each module, including theoretical and practical case study questions. A final coursework module 6 – requires an in-depth analysis and report on a given financial advice scenario.
Here are all the courses that are included in your bundle.
All Courses, Bootcamps, DipFA
Master the FSRE with Paul Archer’s DipFA 1 FSRE Bootcamp. Get expert-led training, on-demand podcasts, test questions and test question explainer videos. Plus CeMAP 1 Regulatory Vids. Ideal for mortgage advisers transitioning into financial advice.
£195
All Courses, Bootcamps, DipFA
Prepare for the DipFA AFA multiple-choice exams with expert-led training. Covering Taxation, Investments, Protection & Retirement Planning, this Bootcamp includes on-demand videos, test questions, and live revision sessions to help you pass.
£595
All Courses, Bootcamps, DipFA
Master your DipFA coursework with expert guidance. Learn how to analyse factfinds, structure suitability reports, and craft high-scoring recommendations. 2 Day live workshop with instant specialist feedback will help you pass confidently.
£375
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.
10 x 35 minute audio livestreams covering each chapter of the textbook.
Recorded Live Zoom Workshops with commentary on example FSRE questions
Online FSRE style tests
Plus, access to the CeMAP 1 Bootcamp includes dozens of trainer videos covering the syllabus.
Summer/Autumn 2025 Cohort
Subjects Covered: Taxation, Investments, Protection, and Retirement Planning.
2025 Summer/Autumn Cohort Study Plan: May/June: Taxation; July/August: Investment; September: Protection; October/November: Retirement Planning
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: 26th June 2025; Investment: 8th August 2025; Protection: 26th September 2025; Retirement Planning: 14th November 2025. Recordings are available on the online portal to those unable to attend live
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.
Live Workshop: Two-day online workshop on 25th and 26th November 2025, focusing on producing a suitability report required for the LIBF with the deadline of 8th December 2025
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.
Summer/Autumn Cohort 2025
