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DiPFA – Diploma for Financial Advisers
DiPFA Training Courses – Study Options
Clarity FT offers DiPFA fast track classroom based courses delivered over 18* days (9.30am to 5pm) separated into 6 separate sessions.
The following modules are split into the following number of days:
- Module 1: Financial Services, Regulation & Ethics (FSRE) – 5 Days (9.30am to 5pm) – Classroom
- Module 2: Taxation – 2 Days (9.30am to 5pm) – Classroom
- Module 3: Investments – 4 Days (9.30am to 5pm) – Classroom
- Module 4: Protection – 2 Days (9.30am to 5pm) – Classroom
- Module 5: Retirement Planning – 3 Days (9.30am to 5pm) – Classroom
- Module 6: Coursework – 2 Days (9.30am to 5pm) – (only available via webinar)* – ONLY Webinar
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.
Real Time Online webinar – Financial Advisor Course Online
Clarity FT offers web based real time training delivered by Cisco WebEx. The sessions are run over the same time frame as the class based courses, 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.
Clarity FT offers DiPFA fast track courses delivered over Cisco webex over 18 days (9.30am to 5pm). The following modules are split into the following number of days:
- Module 1: Financial Services, Regulation & Ethics (FSRE) – 5 Days (9.30am to 5pm) – Live webinar
- Module 2: Taxation – 2 Days (9.30am to 5pm) – Live webinar
- Module 3: Investments – 4 Days (9.30am to 5pm) – Live webinar
- Module 4: Protection – 2 Days (9.30am to 5pm) – Live webinar
- Module 5: Retirement Planning – 3 Days (9.30am to 5pm) – Live webinar
- Module 6: Coursework – 2 Days (9.30am to 5pm) – Live webinar
Distance learning – Live Course Quality, On Demand
Our DiPFA Distance Learning course delivers the depth and clarity of a live webinar course, with the flexibility to study anytime.
You’ll get fully explained, tutor-led video lessons organised by topic, using whiteboards, examples, infographics, and visual walkthroughs. Videos can be paused, rewound, and re-watched as often as you like, giving you full control over your learning.
Each topic includes end-of-section questions (must purchase the hardcopy (extra £30.00), online tools, and clear visual resources to reinforce understanding. You’ll also receive access to our Mock-Quiz-Expert testing platform with 4,500+ multiple-choice questions, all with detailed answers.
Email support and Ask-a-Tutor assistance are included, with optional hard-copy materials available at an extra cost.
Live webinar quality learning, fully explained — just £175.00.
The courses include the following:
- Module 1 – FSRE – 2 units – Clarity FT course = 13 Topics split in separate videos.
- Module 2 – Taxation – Clarity FT course = 8 Topics split in separate videos.
- Module 3 – Investments – Clarity FT course = 14 Topics split in separate videos.
- Module 4 – Protection – Clarity FT course = 10 Topics split in separate videos.
- Module 5 – Retirement planning – Clarity FT course = 7 Topics split in separate videos.
- Module 6 – Coursework – in the style of a suitability report – Clarity FT course = 2 days (this is attended live or you can receive the recordings once it has taken place)
One-to-one
Clarity FT offers one hour 1-2-1 sessions held at our Potters Bar training centre or as a live webinar. 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 financial adviser contact us.
