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Diploma for Financial Advisers (DipFA)

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DipFA will take your career up to the next level

Why study for the Diploma for Financial Advisers (DipFA)?

The ifs School of Finance Diploma for Financial Advisers (DipFA) is a new qualification for financial advisers who wish to enhance their prospects by demonstrating a higher level of knowledge and skills.

All parts of the DipFA are accredited at Level 4 in the National Qualifications Framework consistent with the professionalism proposals within the FSA's ongoing Retail Distribution Review.

What does the course cover?

DipFA is an extensive and challenging programme of study and assessment, which builds on life experience and existing qualifications.

To achieve the DipFA you need to complete two compulsory units, Financial Services Regulation & Ethics (FSRE) and Advanced Financial Advice (AFA).

On completion of unit one, Financial Services Regulation & Ethics (FSRE), candidates will be able to:

  • demonstrate knowledge and understanding of financial institutions and be able to identify the different types of service that they provide

  • identify and explain the functions and importance of the main components of the monetary and financial system

  • demonstrate an understanding of the reasons for regulation of the financial services industry and the key principles of that regulation, including both statutory and self regulation

  • recognise and appreciate the influences on the financial institutions and markets including financial intermediation and disintermediation

  • demonstrate an understanding of the concept and nature of risk and evaluate factors to the advice process for financial advice

On completion of unit two, Advanced Financial Advice (AFA), candidates will be able to:

- evaluate and analyse complex information regarding clients' financial circumstances, needs and relevant considerations
- understand how to design, monitor and critically assess a bespoke portfolio with reference to market indices and empirical evidence
- understand how to evaluate the various tax considerations that need to be taken into account when making a recommendation for a client
- research and critically evaluate options
- formulate recommendations
- develop plans for the implementation of solutions
- present and explain their findings in a logical, clear, concise and coherent manner


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