Clarity FT DiPFA Course
DiPFA Training Course – How Clarity FT run our courses
At Clarity Financial Training Ltd we offer a complete 18 day DiPFA Training course (split over 6 sessions). No other training provider gives you the technical ability to fully understand the depth of knowledge required to pass your DipFA® qualification with confidence. At Clarity FT we cover all the areas essential for delivering holistic advice. We offer the most comprehensive training delivery available, ensuring you pass with ease and confidence.
Clarity FT has developed its own unique study programme to help working professionals obtain their level 4 financial advising qualification while they work. If you want the best training provider with the highest quality materials and delivery, come to us. Clarity FT is also the original LIBF accredited learning support provider, meaning we have been running our courses subject to LIBF standards for the longest.
Whether you have existing experience or are new to the industry our training courses are aimed at covering each module 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 – Prices start at £175.00.
The Diploma is split into 6 modules and all must be completed, read the following to see if it is for you. Click on the following:
Module 1: Financial Services, Regulation & Ethics (FSRE)
Module 2: Taxation
Module 3: Investments
Module 4: Protection
Module 5: Retirement Planning
Module 6: Coursework
Included in our all our Live DiPFA Training courses are:
- Presentation power point booklet (slide format in Hardcopy) and tutor led presentation – Industry leading, well written and simplified text.
- Full tutor led course by a qualified and experienced tutor (live courses run from 9.30am to 5pm daily)
- Daily test questions and/or appropriate handouts (Hardcopy).
- Info graphics.
- Whiteboards sent as PDF’s
- Summary sheets on all modules
- Investment summary sheet of all formulas (excellent cheat sheet)
- Worked examples for calculations and formulas on all modules
- Access to our distance learning resources for 3 months on completion of your live course
- Access to our “Mock-Quiz-Expert” website with over 4,500 questions available on the site
- Get access to all our online tools during the distance learning access
- Full aftercare support offered by e-mail direct to your tutor
- Light refreshments, including microwave for general use (Class based)
- Free parking for all students (Class based)
- Onsite restaurant (Enfield location)
- Pass guarantee (you are with us until you pass)
Module 6 – Coursework (Suitability report):
- 2 day course with tailored materials specific to the pre released fact find – Industry leading, well written and simplified text.
- Template sent via email you populate to help create your report
- Technical support on products and recommendations
- How to justify your recommendations
- Useful links for premium quotes and future investment/pension forecasts
- Access to our online tools including:
- Pension tax relief calculator
- Pension forecast calculator (work and private)
- Annuity calculator
- Flexi Access Drawdown calculator
- Uncrystallised funds pension lump sum (UFPLS) calculator
- Inheritance tax calculator
- Capital gains tax calculator
- Income and expenditure calculator
- Top slice calculator
- Full aftercare support offered by e-mail direct to your tutor
- Light refreshments, including microwave for general use (Class based)
- Free parking for all students (Class based)
- Real time webinars (live sessions that are fully interactive) delivered via Cisco Webex sent by a secure link
- Pass guarantee (you are with us until you pass)
