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The Diploma for Financial Advisers (DiPFA®) is an industry qualification, providing individuals with the appropriate qualification to become a Financial Adviser. Financial Advisers assist clients to select the most appropriate financial planning and investment solutions from a vast range of products. DiPFA® gives candidates the professional regulatory qualification and the knowledge to enter the industry, whether as an employed or self-employed adviser. Good quality financial advice can cover a huge spectrum - from protection, retirement planning, investment choices and management, through to tax and estate planning. The qualification is easily achievable with an unbelievable quick exam turnaround.
At Clarity FT we offer various study options to complete your DiPFA studies. Included are well written and easy to understand materials to help students understand how regulation and financial planning work. Our courses include full presentation material, mock exams and email support until you pass.
Real Time Webinar based Course: 9 Days (9.30am to 4.30pm) split over three sessions. This is a fully interactive course delivered via Cisco Webex.
- Module 1 - FSRE: 5 days Real Time Webinar (Regulation multiple choice module)
- Module 2 - 2 days coursework module - Real Time Webinar
- Module 2 - 2 days fact find course - Real Time Webinar
- Courses are run during the week and weekend.
Over the 9 days we help break down the entire syllabus to enable students to understand the content and to pass their exam with confidence.
Who is this course for?
The course is for any person who wants to gain a professional qualification to be able to advise on protection, pensions, investments and tax and estate planning.
There are no entry requirements. Students that have past financial experience and good numerical skills are at an advantage.
On completion of the qualification students can become either an employed or a self-employed financial adviser. Qualified financial advisers can offer holistic financial planning or choose to specialise as a wealth manager, pensions specialist, protection specialist, estate planning specialist or specialise in implementing employer benefits.
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