Route to Financial Adviser - DipFA
A Cohort driven programme to accompany your DipFA studies. All the coaching and guidance you need to achieve the Level 4 exam to become a financial adviser.
2 Months Study Multiple-choice; 2 hour exam; Pass mark 70%
10 weekly 45 minute audio livestreams covering each chapter of the textbook.
Audio recordings made available
Test papers provided
Access to CeMAP 1 Bootcamp for 12 months
3 Months Study; Case study element plus short questions; Pass Mark 50%; Account for 30% of the Advanced Financial Advice Exam final exam mark
Four 2 hour online interactive workshops on how to structure and write your assignment and communication skills plus review of technical content needed
Assignment Overview; audience Analysis; planning your Coursework
Researching; knowledge refresh; writing tips; submission Guidelines; additional support via the portal
2 Months Study; you are sent a case study fact find 8 weeks before the exam + given additional details in the exam; 3 hr written exam; prepare a written report based upon the case study; pass mark 50%; coursework counts 30% + AFA Exam represents 70% towards the final exam result
2 Day live online interactive workshop via Zoom on the Advanced Financial Advice fact find.
Marking system, tips; factfind initial thoughts; affordability calculations; other calculations
Exam report structure; recommendations discussed; technical update
Weekly Livestreams - FSRE Chapters and Dates
FREE PREVIEW01 The role and structure of financial markets and government - recording
02 Meeting Customer Needs - recording
03 Important Legal Principles - recording
04 Wills, Intestacy and Trusts - recording
05 The Development of the UK Financial Services Regulation - recording
06 The PRA and FCA responsibilities and approach to regulation - recording
07 Fair and ethical outcomes for customers - recording
08 The advice process and adviser skills - recording
09 The regulatory advice framework - recording
Next planned podcast - Ethical principles and professional behaviour - 10th June 2023 @ 10am
Specimen Test Paper for FSRE
Similar Test Paper (R01)
DipFA Coursework Workshop 1 - Friday 23rd June at 2pm
DipFA Coursework Workshop 2 - Friday 7th July at 2pm
DipFA Coursework Workshop 3 - Friday 21st July at 2pm
DipFA Coursework Workshop 4 - Friday 4th August at 2pm
Two Day Workshop - 10th and 11th October 2023
Further Cohorts starting 26th June and 25th September 2023