Support Package for FSRE

  • Your first step to becoming a qualified financial adviser.

  • You’ve decided that passing FSRE is your first step to a rewarding career in financial advice. You’re keen to get it done, but you don’t have the time or budget to attend a long, expensive classroom course. Travel, accommodation, time off work — it all adds up.

  • You’ve tried studying with just the textbook, but it’s dry, confusing, and hard to stay motivated. You’re working full-time, juggling commitments, and need something flexible, practical, and effective.

  • If this sounds like you, then you’ll love Paul Archer’s DipFA 1 – FSRE Bootcamp.

What’s Included

You enrol when it suits you. The course is entirely self-paced, and all content is delivered via our mobile-friendly Learning Management System. You’ll have access for a full year and can study whenever and wherever you like. The lessons are built around Paul’s engaging teaching style — whiteboard explanations, real-life examples, and practical insights that make the FSRE syllabus come alive. You can watch the videos as many times as you need to reinforce your understanding. You’ll also get access to test questions with video walkthroughs, podcasts for revision on the go, and email support if you get stuck.

  • 12-month access to our online learning platform.

  • Structured video lessons covering the full FSRE syllabus.

  • Test questions with video walkthroughs.

  • Podcast series for flexible learning on the go.

  • Email support for questions (fair use applies).

Course Content

    1. An Introduction to Your Tutor - Paul Archer

      FREE PREVIEW

    2. New DipFA Specification

      FREE PREVIEW

    1. The UK Financial Services Sector

    2. The Four Asset Classes Reviewed

      FREE PREVIEW

    3. Bank of England and Intermediation

    4. What Happens When Base Rates Rise - A Visual Depiction

    5. Investment Markets - Who's Involved

    6. The Main Financial Markets

    7. 4 Parallels Describing IFAs

      FREE PREVIEW

    8. The Payment Systems Regulator

    9. Abolition of the Payments Systems Regulator - April 2025

    1. Role of the European Union Post Brexit

    2. Managing the Economy and the Balance of Payments

    3. Macro Economic Policies - Monetary v Fiscal (Live)

    4. Global Economic Co-operation

    5. How We Measure the UK Economy

      FREE PREVIEW

    6. Quantitative Easing (QE) Introduced

      FREE PREVIEW

    7. Inflation and Measures - the CPI, RPI and PPI

    8. How is the CPI Index is Created

    9. Bitcoins Simplified

    10. How Taxation Shapes Financial Advice

    11. Income Tax - A Template to Calculate

    12. Personal Allowance 2025/2026

    13. All Allowances Neatly Summarised

    14. Five Calculation Examples for Income Tax - Non, basic, high and additional rate payers 2024/2025

    15. Self Assessment and Paying Your Tax

    16. Basis Period Reform for Sole Traders

    17. Capital Gains Tax 2025/2026

    18. Reducing CGT - The Dirty Dozen - 2025/2026

    19. Inheritance Tax (IHT) in Depth - Live Recording

    20. Deliberate Asset Deprivation and IHT PETs

      FREE PREVIEW

    21. Residence Nil Rate Band (RNRB) Explained

    22. 7 Inheritance Tax Calculation Examples

    23. Stamp Duty Land Tax

    24. Company Taxation 2025/2026

    25. Dividends and Taxation 2025/2026

    26. National Insurance 2025

    27. Employer's National Insurance and the Employment Allowance

    28. Tax Cheat Sheet - 2025/2026

    1. Welfare Benefits Key Point Summary

    2. Welfare Benefits Means Testing

    3. Welfare Benefits Explored

    4. Universal Credit

    5. The State Pension Scheme

    6. Deferring State Pension

    7. The State Pension Credit

    8. Welfare Benefits in Event of Death

    9. Welfare Benefits in Event of Sickness and Illness

    10. Welfare Benefits in Event of Disability

    11. Child Benefit

    1. Foundations of Financial Planning

    2. Hierarchy of Financial Needs

    3. Life Stages and Prioritising Financial Advice

      FREE PREVIEW

    4. The Three Types of Life Policy

    5. Term Assurances for Mortgage Protection

    6. Whole of Life Policies

    7. Income Protection Insurance (IPI) and Critical Illness (CI)

    8. General Insurance - An Overview

      FREE PREVIEW

    9. Buildings and Contents Insurance

    10. Mortgage Payment Protection (MPPI) and Accident Sickness (ASU)

      FREE PREVIEW

    11. ASU versus IPI

    12. Deposit Accounts

    13. UK Government Gilts - In Detail (Live Recording)

    14. Different Types of Bonds

    15. Annuities - An Overview

    16. Annuities and Mortgage Advice

    17. An Overview of Shares

    18. Different Types of Shares

    19. Share Options and Futures Made Simple

    20. Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs)

    21. Real Estate Investments

    22. Share Portfolio V Unit Trusts - Explained (Live)

    23. The Collective Six - An Overview of Six Collective Investments

    24. ISA Refresh

    25. ISAs and Death of the Account Holder

    26. Long Term Care Plans

    27. Unit Trusts

    28. Understanding Investment Trusts

    29. Open Ended Investment Companies (OEICs)

    30. The Problem of Open Ended Funds

    31. The Famous Five ISAs - Individual Savings Accounts

    32. Mortgages - Interest Only versus Repayment

    33. Occupational (Work) Pensions

    34. Personal Pension Contributions 2025/2026

    35. Personal Pensions - Taking Drawdown

    1. Types of Businesses in the UK

    2. The Law of Contract

    3. Consumer Insurance Disclosure

    4. Agency Law

    5. Ownership of Property

    6. Lasting Power of Attorney

    7. Lasting Power of Attorney - Modernised at Last

      FREE PREVIEW

    8. Insolvency, Bankruptcy and Debt Problems

About this course

  • £195.00
  • 185 lessons
  • 30 hours of video content

Why It Works

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  • Start anytime – no waiting for cohorts or fixed dates.

  • Learn at your own pace – ideal for busy professionals.

  • Paul’s signature whiteboard style – engaging, visual, and practical.

  • Real-world examples – brings dry textbook theory to life.

  • Multi-format delivery – video, audio, and interactive content to suit all learning styles.

  • Mobile-friendly LMS – resume learning on any device, even mid-video.

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Tutor

Paul Archer FPSA CeMAP

Founder and Managing Director

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.