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Level 4 Diploma in Professional Financial Advice

Caliqual Limited

Summary

Price
£160 - £900 inc VAT
Study method
Online
Duration
390 hours · Self-paced
Qualification
Level 4 Diploma in Professional Financial Advice (PFA)
Awarded by Chartered Banker Institute
Additional info
  • Exam(s) / assessment(s) is included in price

Overview

Caliqual is delivering the Diploma in Professional Financial Advice to meet the requirements of the FCA's Retail Distribution Review. The qualification is purpose built to fulfil the requirements set out by the Financial Conduct Authority (FCA).

The Diploma in Professional Financial Advice is listed on the FCA's Consultation Paper of Retail Distribution Review adviser qualifications and recognised as a full qualification.

Description

The qualification is divided up into six individual units:

  • Unit 1 - Financial Services, Regulation and Ethics
  • Unit 2 - Personal Taxation
  • Unit 3 - Investment Principles and Risk
  • Unit 4 - Pensions and Retirement Planning
  • Unit 5 - Financial Protection
  • Unit 6 - Application of Professional Financial Advice

For the Diploma in Professional Financial Advice, all 6 Units are required. Units from other Awarding Bodies, that cover 100% of the learning outcomes and can be combined with the Diploma in Professional Financial Advice Units will be accepted towards the diploma. For a detailed list of all accreditation of prior learning (APL) that we accept against our units, please view Transferring Credits to Caliqual.

Who is this course for?

The Financial Conduct Authority's Retail Distribution Review (RDR) aims to raise industry standards by increasing the minimum level of qualification for financial advisers from level 3 to level 4 overall.

In order to help Independent Financial Advisers in bridging this gap, Caliqual has developed the Diploma in Professional Financial Advice.

Requirements

  • You do not need any formal qualifications in order to qualify for the diploma.
  • All six units are currently only offered in the English language. A suitable level of knowledge and understanding is required for the exams and is assumed from each candidate.

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.

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 Courses, many of which can be completed online.

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.

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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