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.
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.
Autumn/Winter 2024 Cohort
Subjects Covered: Taxation, Investments, Protection, and Retirement Planning.
2024 Autumn/Winter Cohort Study Plan: November: Taxation; December: Investment; January: Protection; February: 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: 8th November 2024; Investment: 6th December 2024; Protection: 3rd January 2025; Retirement Planning: 7th February 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
SME 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
Taxation Case Study – Income Tax, National Insurance, VAT and Corporation Taxes
Budget 2024 Decoded – Key Insights and Practical Implications for UK Financial Advisers
AFA Taxation 1 A - 2024-2025
AFA Taxation 1 B - 2024-2025
AFA Taxation 1 C - 2024-2025
Live Recording AFA Taxation Dissection Workshop - November 2024
The Fall and Rise of Fixed Interest – Part One
The Fall and Rise of Fixed Interest – Part Two
Valuing Shares - “If you see Sid, tell him” - Part One
Valuing Shares - “If you see Sid, tell him” - Part Two
“To Bond or not to Bond – that is the question?” - Part One
To Bond or not to Bond – that is the question?” - Part Two
The Economic Environment (UK and Global Geopolitics) and Investment Consequences – Part 1
The 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
Matering Investment Theory and Behavioural Finance Slides
AFA Investments 1 A - 2024-2025
AFA Investments 1 B - 2024-2025
AFA Investments 1 C - 2023-2024
Slides from Investments Dissection Workshop - December 2024
Welfare Benefits Explored 2024/2025
Foundations of Financial Planning – Health and Long-Term Care – Part One
Foundations of Financial Planning – Health and Long-Term Care – Part Two
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 6th and 7th March 2025, focusing on producing a suitability report required for the LIBF.
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.
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.
Autumn/Winter Cohort 2024
