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
Advance Income Tax Calculation
Capital Gains Tax and Property Ownership and Renting
IHT Detailed Case Study - Part One
IHT Detailed Case Study - Part Two
FREE PREVIEWSME Taxation and Financial Advice Part One
SME Taxation and Financial Advice Part Two
Beware the Ides of October – The Ex-Pat, Domicile/Residency Rules and Property CGT - Part One
Beware the Ides of October – The Ex-Pat, Domicile/Residency Rules and Property CGT - Part Two
Income Tax, National Insurance, VAT and Corporation Taxes
Budget 2024 Decoded – Key Insights and Practical Implications for UK Financial Advisers
The Fall and Rise of Fixed Interest Investments – Part One
The Fall and Rise of Fixed Interest – Part Two
Valuing Shares - Fundamental analysis and Risks - Part One
Valuing Shares - Fundamental analysis and Risks - Part Two
Investments Bonds Dissected - “To Bond or not to Bond – that is the question?” - Part One
Investments Bonds Dissected - "To Bond or not to Bond – that is the question?” - Part Two
The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 1
FREE PREVIEWThe Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 2
The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 3
Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part One
Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Two
Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Three
Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Four
Mastering Investment Theory and Behavioural Finance Slides
Beyond Buy-to-Let - Smart Strategies for Property Investment in 2025
Smart Strategies for Property Investment in 2025 - Slides
Welfare Benefits Explored 2024/2025
Foundations of Financial Planning – Health and Long-Term Care – Part One
FREE PREVIEWFoundations of Financial Planning – Health and Long-Term Care – Part Two
Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 1
Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 2
Mastering Later Life Planning – Expert Strategies for Financial Advisers – Part 2
Welfare Benefits Key Point Summary 2024/2025
Welfare Benefits Explored 2024/2025
FREE PREVIEWUniversal Credit
Whole of Life Policies Dissected - Live Recording
Relevant Life Plans
Trusts and Life Assurance
The UK Probate Process
Life Assurance and Underwriting
Income Protection Plans - Dissected in Detail
FREE PREVIEWGroup Income Protection Plans
Critical Illness - Dissected in Detail
Lasting Power of Attorney
Lasting Power of Attorney - Modernised at Last
Private Medical Insurance
Insurance Conduct of Business Rules (ICOBs) Investigated
Business Insurance
Key Person Insurance
Key Person Insurance - Calculating Cover
Key Person Insurance and Underwriting
Shareholder Protection Insurance
Partnership Protection
Business Finance and Loan Protection
Pensions – 6 Real-Life Case Studies - Part 1
Pensions – 6 Real-Life Case Studies - Part 2
FREE PREVIEWPension Crystallisation and Occupational Schemes
Foundations of Pension Schemes – Understanding the Landscape and Defined Benefit Schemes - Part One
Foundations of Pension Schemes – Understanding the Landscape and Defined Benefit Schemes - Part Two
Foundations of Pension Schemes – Defined Contribution Schemes Opened Up
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.
Summer/Autumn Cohort 2025
