DipFA Investments Bootcamp | Pass the Tax Exam Fast

DipFA Investments - Bootcamp

Pass your DipFA Investment exam without battling the complex LIBF textbook. Learn through Paul Archer’s signature whiteboard videos and practise with specimen questions to understand, apply and pass with confidence.

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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.

On-demand access to all content — start anytime.
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.
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. New DipFA Specification
  FREE PREVIEW
3. Paul Explains How to Use the DipFA Bootcamp
1. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 1
  FREE PREVIEW
2. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 2
3. The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 3
1. The Fall and Rise of Fixed Interest Investments – Part One
2. The Fall and Rise of Fixed Interest – Part Two
1. The End of Nat West Public Ownership - after 17 years
2. Valuing Shares - Fundamental analysis and Risks - Part One
3. Valuing Shares - Fundamental analysis and Risks - Part Two
1. Beyond Buy-to-Let - Smart Strategies for Property Investment in 2025
2. What is a Derivative
3. Commodities And Investing
4. Options In Depth
5. What is Hedging
6. Short Selling Explained
7. Gamestop Case Study on Short Selling
8. The Swap Market for Fixed Rate Mortgages
9. Futures and Forwards - A Quick Comparison
10. Corporate Warrants Explained
11. Structured Warrants Explained
12. Contracts for Differences Explained
1. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part One
2. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Two
3. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Three
4. Mastering Investment Theory & Behavioural Finance – a Guide to Informed Portfolio Management – Part Four
1. How to Diversify and Manage a Portfolio
2. Strategic Investment Planning – Foundations of Investment Planning
3. Strategic Investment Planning – Portfolio Construction
4. Strategic Investment Planning – Investment Choices
1. Paul Explains Investment Collectives with a Story
2. Regulation of UK Collectives
3. Key Features of Unit Trusts
4. Charges Within a Unit Trust
5. Unit Trust Equalisation Payments Explained
6. Key Features of an OEIC
7. Charges within an OEIC
8. Buying and Selling UTs and OEICs and Types of Fund Compressed
9. Review of the Taxation of UTs and OEICs
10. A Neat Comparison of UTs and OEICs
11. Paul Talks about the Future of Active Fund Investments
12. History of Investment Trusts
13. Features of Investment Trusts
14. Investment Trust NAV and Implications
15. Investment Trusts and Gearing
16. Investment Trust Charges and Taxation
17. A Comparison of UTs, OEICs and ITs
1. Investments Bonds Dissected - “To Bond or not to Bond – that is the question?” - Part One
2. Investments Bonds Dissected - "To Bond or not to Bond – that is the question?” - Part Two
3. Why Are Bonds Back - Paul Explains Reasons Why
4. What Are Smoothed Investment Funds?
5. Assigning Investment Bonds - Described in Detail
6. Investment Bonds - Onshore v Offshore
7. Discounted Gift Trusts Explained on Whiteboard
8. Discounted Gift Trusts Case Study
9. Whats Happens if the Settlor Dies Too Young or Very Late with a DGT?
10. Loan Trust Explained on Whiteboard with a Case Study
11. Useful Comparison with a Loan Trust and a Discounted Gift Trust
12. Investment Bond Chargeable Events
  FREE PREVIEW
13. Chargeable Event Tax Calculation Process
14. Top Slicing Calculation Case Study
15. Qualifying Rules for Endowments
16. Other Types of Insurance Collective Operating Post RDR
17. With Profit and Unit Linked Endowments Comparison Visualised
1. Detail on VCTs, EISs and SEISs
1. AFA Investments - 8 Question Life Bonds Test - 2025-2026
2. AFA Investments A - 30 Question Test - 2025-2026
3. AFA Investments B - 30 Question Test - 2025-2026
4. AFA Investments C - 30 Question Test - 2025-2026
5. AFA Investments D - 30 Question Test - 2025-2026
6. Live Recording AFA Investments Dissection Workshop
7. Slides from Investments Dissection Workshop

About this course

£150.00
73 lessons
21 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.
Flexible learning – fits around your work and life commitments.

Online Tutor

Paul Archer FPSA CeMAP

Founder and Managing Director

[email protected]

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.

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.

Enroll today