Diploma for Financial Advisers - DiPFA - Real Time Webinar

Fast Track Real Time Webinar Course -Live Courses.

Clarity FT


£1,095 inc VAT
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Please note: the exam costs are not included, they... Read more

Study method
Online with live classes
9 days, Part-time
Level 4 Diploma for Financial Advisers (QCF)
Regulated What's this?
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students

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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.


Level 4 Diploma for Financial Advisers (QCF)
Regulated by Ofqual

Course media


At Clarity FT we offer various study options to complete your DiPFA studies. Clarity FT is a recognised training provider approved by the London Institute of Banking and Finance (the awarding body for the qualification). Our materials and training techniques have met the high standards required to obtain this recognition.

At Clarity FT we provide 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 5pm) split over three sessions covered over 9 months. This is a fully interactive course delivered via Cisco Webex.

The DiPFA qualification consists of 3 modules:

Module 1: Financial Services, Regulation and Ethics (FSRE) is the regulatory foundation module required for any professional qualification. The module helps candidates understand how financial markets and financial products work. It also covers how firms and individuals are authorised and regulated in the UK.

Course: The course consists of a 5 day course run via Cisco webex in real time (9.30am to 5pm). The entire syllabus is covered with assessments throughout.

  • Exam: One 2 hour exam with 90 standalone questions and 2 case studies with 5 questions each. 70% pass mark required)

Module 2: Coursework – this module covers all the relevant technical areas required to deliver financial advice. Students are required to submit a 4000 word dissertation after 4 months, where they must research and understand technically the topic area. Communication is tested by the student’s ability to communicate the piece to the selected target group. Students must also complete 4 short questions.

Course: The course consists of a 2 day course run via Cisco webex in real time (9.30am to 5pm). The course is tailor made to reflect the pre-released topic.

  • Exam: The coursework must be submitted online before the stated submission date.

Module 3: Written exam (Fact find) - The final module looks at applying the knowledge gained in the previous modules and testing the ability to formulate the knowledge in practise via a case study provided as a fact find given 6 weeks before. Students must formulate their recommendations via a report within the time frame.

Course: The course consists of a 2 day course run via Cisco webex in real time (9.30am to 5pm). The course is tailor made to reflect the pre-released factfind.

  • Exam: One 3 hour written exam set on a specified date. 50% pass mark required.

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.

Career path

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.

Questions and answers


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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


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