Paul Explains Live Recording

Support for FSRE

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

Support for the Coursework Assignment

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

Support for Advanced Financial Advice Exam

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

Course Content

    1. Route to Financial Adviser - DipFA Support

      FREE PREVIEW

    2. Route to Financial Adviser - Recorded Livestream 25th March 2023

      FREE PREVIEW

    3. Route to Financial Adviser - Livestream - March 2023 - Q&A Session

      FREE PREVIEW

    1. Weekly Livestreams - FSRE Chapters and Dates

      FREE PREVIEW

    2. 01 The role and structure of financial markets and government - recording

    3. 02 Meeting Customer Needs - recording

    4. 03 Important Legal Principles - recording

    5. 04 Wills, Intestacy and Trusts - recording

    6. 05 The Development of the UK Financial Services Regulation - recording

    7. 06 The PRA and FCA responsibilities and approach to regulation - recording

    8. 07 Fair and ethical outcomes for customers - recording

    9. 08 The advice process and adviser skills - recording

    10. 09 The regulatory advice framework - recording

    11. Next planned podcast - Ethical principles and professional behaviour - 10th June 2023 @ 10am

    1. Specimen Test Paper for FSRE

    2. Similar Test Paper (R01)

    1. DipFA Coursework Workshop 1 - Friday 23rd June at 2pm

    2. DipFA Coursework Workshop 2 - Friday 7th July at 2pm

    3. DipFA Coursework Workshop 3 - Friday 21st July at 2pm

    4. DipFA Coursework Workshop 4 - Friday 4th August at 2pm

    1. Two Day Workshop - 10th and 11th October 2023

About this course

  • £999.00
  • 21 lessons
  • 0.5 hours of video content

Tutor

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 35 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.

Course Starts 3rd April 2023

Further Cohorts starting 26th June and 25th September 2023

April Cohort Buy Now
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