DiPFA® (The Diploma for Financial Advisers) is the benchmark professional qualification for any candidate that wants to provide UK financial advice as a financial advisor. UK financial advisers are regulated by the Financial Conduct Authority (FCA), which requires all advisers to attain the relevant qualification before they can do so. DiPFA® is a London Institute in Banking and Finance QCF Level 4 qualification and is listed as an appropriate qualification recognised by the FCA following the Retail Distribution Review to help raise professional standards in UK financial advice. To become a financial adviser it requires certain skills including: Understanding regulation, Communication, technical and research skills and the ability to apply that knowledge. DiPFA® covers all these areas in 3 separate exams.

The DiPFA® qualification comprises of 3 modules, with the first module which covers UK regulation assessed by one 2 hour multiple choice exam undertaken at a Pearson Vue test centre, these are located all over the UK. The Advanced financial advice is covered by a 4000 word dissertation and a 3 hour final exam. To get your DiPFA® qualification candidates will need to register with the London Institute in Banking and Finance for the DiPFA®. The registration includes all exam fees and the awarding of the qualification on successful completion of all 3 modules. DiPFA® is split into 3 modules:

At Clarity Financial Training we offer professionally delivered DiPFA® training courses that help students pass their exams with confidence. Whether you have existing experience or are new to the industry our workshops are aimed at covering each syllabus to help understand and gain the relevant exam technique to pass the qualification with ease. We have various study options available to assist you to tackle the exams and pass.

Study options

Class based

Clarity FT offers DiPFA® fast track courses delivered over 9 days. The following elements are split into the following number of days:

Our class based courses are delivered by industry professionals, with material, mocks and aftercare support offered, these are delivered at our Potters Bar training centre (find us here), with modern facilities and conveniently located for public transport or car travel. We have a pass guarantee that means students are with us until they pass. If they do not pass first time students can return free of charge until they have succeeded. Clarity FT can offer tutor led sessions in-house if required, however minimum numbers are required. Our Coursework and fact find courses are all tailor made and designed to reflect the exact elements students are covering.

Web based

Clarity FT offers web based real time training delivered by Cisco WebEx. The sessions run similar to the class based course in time frame, however students access the class remotely via a computer. These sessions offer the ability for students to receive a full tutor led session, without the need to travel.

Blended/distance learning (FSRE® only)

Clarity FT offers professionally created material, assessments and mocks that students work through at their own pace. The time frame is 3 months. As students work through the material we offer telephone and email support, with the blended session provided via a 2 hour webinar scheduled twice a month for 2 hours.

One-to-one

Clarity FT offers three hour 1-2-1 sessions held at our Potters Bar training centre. This is aimed at students that require personal attention to certain elements within the syllabus. Multiple sessions would be required dependent on the range of material to be covered.

If you are interested in becoming a mortgage adviser, call us now on: t: 01707 800 269 or m: 07530 682 335, alternatively e-mail us on: info@clarityft.co.uk.

We wish you all the success in your future career.