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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, self-paced
Duration
4 weeks
Qualification
No formal qualification
Additional info
  • Exam(s) / assessment(s) not included in price, and must be purchased separately
  • Tutor is available to students

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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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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 reed.co.uk, 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.