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Diploma for Financial Advisors (DiPFA) Training - AFA Factfind Support

AFA Factfind Support

Futuretrend Technologies Ltd

Summary

Price
£300 inc VAT
Study method
Distance learning
Duration
4 weeks · Self-paced
Qualification
No formal qualification
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students

Overview

The Factfind exam: The second AFA assessment will represent 70% of the overall unit mark weighting and will take the form of a written examination combining knowledge, understanding and application of AFA. This assessment will be taken at an examination centre at the end of the 6 month period of study. The exam can be hand written or done on a computer and must be completed within 3 hours at the centre. You will receive the Factfind 6 weeks prior to the examination date. The pass mark for this assessment is 50%.

Description

(1 Day online + further support)

This workshop will provide essential information required to write the suitability report based on the factfind. The classes are small and personal, enabling opportunities to gain ideas and formulas from your tutor and other students. Your tutor has a great deal of experience with this and gets excellent reviews from her students. The workshop will provide the following:

  • Analysis of the fact find
  • Client categorisation/life stage
  • Financial planning mistakes made by consumers
  • How to structure your report
  • Tax calculations and tax planning ideas
  • What areas to consider when formulating strategies
  • Possible recommendations
  • Further information on providing the correct recommendations
  • Technical support on products and recommendations
  • A draft template and guidance notes for you to go away with
  • Post Course email support
  • Access to our Virtual Learning Zone
  • Review of your draft

On completion of the class you will be able to write your own report, enabling you valuable time to memorise the content for the exam. Please remember that in the exam some of the factfind will change, possible solutions are explored in the workshop and the ongoing support up till your exam.

Who is this course for?

aspiring financial advisors registered with the LIBF but still needing additional support

Requirements

registration with libf

Questions and answers

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, 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.

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