The LIBF's DipFA Exam

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.

Paul Archer's Programme for DipFA Exam Preparation – The Route to Financial Adviser

Paul Archer's Route to Financial Adviser DipFA Programme is the premier choice for mortgage advisers looking to transition seamlessly into the financial advising field. With a proven track record of success, this programme is meticulously designed to meet the unique needs of mortgage advisers, providing targeted support beyond just passing the DipFA exam. Paul Archer's approach combines in-depth, practical knowledge with engaging, on-demand content and live sessions that ensure you fully understand and can apply the complex concepts required for a successful career in financial advice. By choosing this programme, you're not just preparing for an exam; you're equipping yourself with the tools, confidence, and expertise to thrive as a financial adviser, all under the guidance of one of the industry's most respected trainers. Sign up for the complete programme and receive plenty of personal support and guidance throughout your journey, or choose the individual elements to suit. Route to Financial Adviser includes an exclusive 45-minute Zoom coaching session with Paul at a time that suits you and unlimited email support.

Route to Financial Adviser – New Autumn DipFA Programme – Paul Explains Live

Take the next step in your career with our exclusive live sessions introducing Paul Archer's DipFA Exam Preparation Programme. In these 30-minute livestreams, Paul will explain how the Autumn/Winter 2024 DipFA Support Programme works and the timescales and benefits. Plus, Paul will answer any of your questions live on the webinar.

Paul's Support for FSRE

  • 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.

Paul's Support for AFA Multi-Choice Exams

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

Course Content

    1. Route to Financial Adviser – New Autumn DipFA Programme – Paul Explains Live in August

      FREE PREVIEW

    2. Route to Financial Adviser – New Autumn DipFA Programme – Paul Explains Live in September

      FREE PREVIEW

    3. New DipFA Specification

    1. Advance Income Tax Calculation

    2. Capital Gains Tax and Property Ownership and Renting

    3. IHT Detailed Case Study - Part One

    4. IHT Detailed Case Study - Part Two

    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

    1. AFA Taxation 1 A - 2023-2024

    2. AFA Taxation 1 B - 2023-2024

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

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

    3. Valuing Shares - “If you see Sid, tell him” - Part One

    4. Valuing Shares - “If you see Sid, tell him” - Part Two

    5. “To Bond or not to Bond – that is the question?” - Part One

    6. To Bond or not to Bond – that is the question?” - Part Two

    1. AFA Investments 1 A - 2023-2024

    2. AFA Investments 1 B - 2023-2024

    3. AFA Investments 1 C - 2023-2024

    1. Welfare Benefits Explored 2024/2025

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

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

About this course

  • £1,050.00
  • 32 lessons
  • 15 hours of video content

Paul's Support for the Final Coursework

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.

Tutor

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 40 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 banks, lenders, brokers and insurers in the UK and the world.

Your Investment

For the entire Route to Financial Adviser with Paul Archer, your investment is £1,050, including VAT. This includes all the components described earlier, plus technical and career support via email. Remember, you also have a 45-minute Zoom coaching session with Paul at a time that suits you.

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.

Route to Financial Adviser

Autumn/Winter Cohort 2024

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