About the qualification
DipFA is the minimum level qualification you need to become a financial adviser, as laid down by the Financial Conduct Authority (FCA).
Financial advisers provide regulated financial advice to help people make the most of their existing wealth. This can include planning for retirement, advising on investments, helping people to make tax efficient savings, and more.
The key responsibilities include:
- meeting with clients and discussing their financial goals
- answering client questions and educating them about investment options and potential risks
- researching and recommending investments for clients
- helping clients plan for the future, such as retirement
- monitoring client account performance or accommodating life changes, such as marriage.
Financial advisers can work in established companies or build their own businesses. This means that as well as being a rewarding career, working in financial advice can offer flexibility and limitless opportunity.
Whether you've just graduated from university, are moving up in an existing role or looking to start a whole new career – a career in financial advice has never been more fulfilling.
When studying DipFA you’ll learn all the skills you need to begin your career as a financial adviser. And, because we include case study-based learning, you’ll gain practical knowledge that you can immediately apply in the workplace.
During your studies, you’ll become a Member of LIBF (MLIBF). Membership offers benefits such as career support and access to professional networking events.