Paul Explains the DipFA and Bootcamp

You’ve built a solid career in mortgage advice — but where’s the market heading next? Join me live for a no-fluff, straight-talking webinar where I’ll show you how to future-proof your career by qualifying as a financial adviser. I’ll walk you through the DipFA qualification, how it works, and the support you’ll get from our proven DipFA Bootcamps.

Paul's Support for AFA Multi-Choice Exams

  • Your flexible route to mastering Advanced Financial Advice.

  • You’ve passed FSRE and you’re ready to tackle the next stage — the four multiple-choice exams that make up the Advanced Financial Advice (AFA) module. But you don’t want to wait for a cohort or attend expensive workshops. You want flexibility, control, and expert guidance.

  • You’re working full-time, juggling commitments, and need a training solution that fits around your life. You want to study when it suits you, in the order that works best for you, and still get the depth and support needed to pass.

  • If this sounds like you, then Paul Archer’s DipFA 2 – AFA Exams Bootcamp is your perfect next step.

What’s Included

Study at your own pace with deep-dive video lessons, real-life case studies, online tests, and recorded workshops. Book a 1-hour Zoom coaching session with Paul, ask questions via email, and access everything on any device, anytime.

  • On-demand access to all content — start anytime.

  • Over 100 x 40ish-minute deep-dive videos for each topic, recorded live with Paul. Totalling over 55 hours. More added weekly

  • Whiteboard-style presentations with real-life examples and case studies.

  • Online tests for each exam topic with instant feedback.

  • Recorded workshops dissecting test questions and answers.

  • 1-hour personal coaching session with Paul via Zoom. Worth £150

  • Email support for questions (fair use applies).

  • Access to the Bootcamp for 365 days.

  • You’ll need to register and pay separately for the AFA exams with the LIBF. Visit http://www.libf.ac.uk for details and booking.

Course Content

    1. An Introduction to Your Tutor - Paul Archer

      FREE PREVIEW

    2. Paul Explains DipFA and the Market

    3. New DipFA Specification

      FREE PREVIEW

    4. Paul Explains How to Use the DipFA Bootcamp

    1. Advance Income Tax Calculation

      FREE PREVIEW

    2. Capital Gains Tax and Property Ownership and Renting

    3. IHT Detailed Case Study - Part One

    4. IHT Detailed Case Study - Part Two

      FREE PREVIEW

    5. SME Taxation and Financial Advice Part One

    6. SME Taxation and Financial Advice Part Two

    7. Beware the Ides of October – The Ex-Pat, Domicile/Residency Rules and Property CGT - Part One

    8. Beware the Ides of October – The Ex-Pat, Domicile/Residency Rules and Property CGT - Part Two

    9. Income Tax, National Insurance, VAT and Corporation Taxes

    10. Budget 2024 Decoded – Key Insights and Practical Implications for UK Financial Advisers

    11. The UK Tax Burden Rises – The Post-Lockdown Reality - And They're Off

    12. The UK Tax Burden Rises – The Post-Lockdown Reality - The Party's Over

    13. The UK Tax Burden Rises – The Post-Lockdown Reality - The Final Countdown

    14. The UK Tax Burden Rises – The Post-Lockdown Reality - Sneaking Out The Back Door

      FREE PREVIEW

    15. The 2% Swap and other Potential 2025 Budget Changes Part One

    16. The 2% Swap and other Potential 2025 Budget Changes Part Two

    17. Capital Gains Tax Demystified: From Disposals to Reliefs

    18. Autumn Budget 2025 Turning Tax Changes into Adviser Opportunities - Part One

    19. Autumn Budget 2025 Turning Tax Changes into Adviser Opportunities - Part Two

    20. Autumn Budget 2025 Turning Tax Changes into Adviser Opportunities - Part Three

    1. Exemptions to Capital Gains Tax

    2. Calculating Capital Gains Tax

    3. Employee Ownership Trusts

      FREE PREVIEW

    4. Paul Explains the Government U Turn on Inherited Farmland

    5. IHT and Pension Pot Challenges - Case Study to Explain

    6. The Mansion Tax Deferral Scheme

    7. Parental Settlement Rules

    8. Gifts for Maintenance and Education Rules - IHT

    1. The Fall and Rise of Fixed Interest Investments – Part One

    2. The Fall and Rise of Fixed Interest – Part Two

    3. Valuing Shares - Fundamental analysis and Risks - Part One

    4. Valuing Shares - Fundamental analysis and Risks - Part Two

    5. The End of Nat West Public Ownership - after 17 years

    6. Investments Bonds Dissected - “To Bond or not to Bond – that is the question?” - Part One

    7. Investments Bonds Dissected - "To Bond or not to Bond – that is the question?” - Part Two

    8. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 1

      FREE PREVIEW

    9. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 2

    10. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 3

    11. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part One

    12. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Two

    13. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Three

    14. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Four

    15. Mastering Investment Theory and Behavioural Finance Slides

      FREE PREVIEW

    16. Beyond Buy-to-Let - Smart Strategies for Property Investment in 2025

    17. Slides - Smart Strategies for Property Investment in 2025

    18. Strategic Investment Planning – Foundations of Investment Planning

    19. Strategic Investment Planning – Portfolio Construction

    20. Strategic Investment Planning – Investment Choices

    21. Slides 2025 May - Strategic Investment Planning

    22. Detail on VCTs, EISs and SEISs

    23. Bonds are Back - Part One

      FREE PREVIEW

    24. Bonds are Back - Part Two

    25. Bonds are Back - Part Three

    1. Why Are Bonds Back - Paul Explains Reasons Why

    2. What Are Smoothed Investment Funds?

    3. Investment Bond Chargeable Events

      FREE PREVIEW

    4. Assigning Investment Bonds - Described in Detail

    5. Investment Bonds - Onshore v Offshore

    6. Discounted Gift Trusts Explained on Whiteboard

    7. Discounted Gift Trusts Case Study

    8. Whats Happens if the Settlor Dies Too Young or Very Late with a DGT?

    9. Loan Trust Explained on Whiteboard with a Case Study

    10. Useful Comparison with a Loan Trust and a Discounted Gift Trust

    1. Welfare Benefits Explored 2024/2025

    2. Foundations of Financial Planning – Health and Long-Term Care – Part One

      FREE PREVIEW

    3. Foundations of Financial Planning – Health and Long-Term Care – Part Two

    4. Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 1

    5. Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 2

    6. Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 2

    7. Business Protection in Practice - Part One

    8. Business Protection in Practice - Part Two

    9. Business Protection in Practice - Part Three

    10. Business Protection in Practice Slides

    11. Trusts in Protection

    12. Trusts in Protection Slides

About this course

  • £595.00
  • 144 lessons
  • 65 hours of video content

Why It Works

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  • Start anytime – no waiting for scheduled workshops.

  • Study in any order – take the exams when you’re ready.

  • Engaging delivery – Paul’s teaching style keeps you focused for 45 minutes at a time.

  • Real-world relevance – examples and case studies bring the syllabus to life.

  • Revision support – test walkthroughs and coaching help you prepare with confidence.

  • Flexible learning – fits around your work and life commitments.

Online 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.

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Final Thoughts?

With Paul Archer's Route to Financial Adviser DipFA Programme, you're not just enrolling in a course—you're gaining a dedicated mentor who will be with you every step. Paul Archer is committed to your success, offering support and expert guidance to ensure you achieve your goal of becoming a financial adviser. From mastering the DipFA syllabus to navigating the practical challenges of the profession, Paul will provide the insights and encouragement you need to take the next step in your career confidently. With his support, you're not just passing an exam but embarking on a journey to become a trusted and successful financial adviser.