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.
Support for FSRE
2 Months Study Multiple-choice; 2 hour exam; Pass mark 70%
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10 x 35 minute audio livestreams covering each chapter of the textbook.
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Two Recorded Live Zoom Workshops with commentary on example FSRE questions
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Test papers provided
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Access to CeMAP 1 Bootcamp for 3 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
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Four 2 hour online interactive workshops on how to structure and write your assignment and communication skills plus review of technical content needed
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Assignment Overview; audience Analysis; planning your Coursework
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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
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2 Day live online interactive workshop via Zoom on the Advanced Financial Advice fact find.
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Marking system, tips; factfind initial thoughts; affordability calculations; other calculations
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Exam report structure; recommendations discussed; technical update
Course Content
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01 The role and structure of financial markets and government - recording
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02 Meeting Customer Needs - recording
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03 Important Legal Principles - recording
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04 Wills, Intestacy and Trusts - recording
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05 The Development of the UK Financial Services Regulation - recording
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06 The PRA and FCA responsibilities and approach to regulation - recording
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07 Fair and ethical outcomes for customers - recording
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08 The advice process and adviser skills - recording
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09 The regulatory advice framework - recording
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10 Ethical principles and professional behaviour
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FSRE 25 Questions Dissected and Discussed - Part 1
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FSRE 25 Questions Dissected and Discussed - Part 2
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Two Specimen Test Papers for FSRE
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FSRE 100 Question Exam
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FSRE 25 Question Test A
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FSRE 25 Question Test B
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Similar Test Paper (R01)
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Further Test Paper (R01)
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Coursework Workshop 1 - Assignment Intro and Planning - Recording
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Slides for Workshop One - Assignment Intro and Planning
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Coursework Workshop 2 - Research and Referencing - Recording
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Coursework Workshop 2 - Slides
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Coursework Workshop 3 - Case Studies and Proofing - Recording
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Coursework Workshop 3 - Slides
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DipFA Coursework Workshop 1 (Cohort Two) - Recording
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DipFA Assignment Referencing Quick Guide
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Understanding Your Similarity Report
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DipFA Coursework Workshop 2 (Cohort Two) - Recording
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Coursework Workshop 2 - Slides
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Coursework Exemplar
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Coursework Workshop 3 - Case Studies and Proofing - Recording
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Coursework Workshop 3 - Slides
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DipFA Coursework Workshop 4 (Cohort Two) - Friday 27th October at 2pm
FREE PREVIEW
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About this course
- £799.00
- 48 lessons
- 6 hours of video content
Tutor
Paul Archer FPSA CeMAP
Founder and Managing Director
[email protected]
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.
Cohort Three Starts 2nd October 2023
Further Cohorts starting 2024
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