Level 6 Diploma in Financial Advice (Adv DipFA)

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Level 6 Diploma in Financial Advice
(Adv DipFA)

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Level 6 Diploma in Financial Advice (Adv DipFA)

Do you want to go further in your career? The Adv DipFA will broaden your skillset and help you achieve chartered status.

About the qualification

Not all financial advisers are the same. Some provide more sophisticated advice for clients who have more complex financial circumstances. With Adv DipFA, you can be one of them.

Not only will you learn how to plan and advise in complex cases, you'll gain skills that help you contribute to your company's business strategy. And if you have three years' relevant work experience, Adv DipFA could lead you to chartered status.

While you study online, we will support you with weekly study guides. Our team of dedicated tutors will also be on hand to answer your queries.

And if you have qualifications from us or another awarding organisation, we may be able to count them as credits towards Adv DipFA. See our Recognition of Prior Learning Policy.

While studying with us, you’ll become a Member of The London Institute of Banking & Finance (MLIBF), receiving benefits including careers support and access to professional networking events.

Your studies will cover

How to examine the rules, data and information to develop a taxation and trusts strategy for clients
How to build and develop a client’s investment portfolio by selecting different products and investment strategies
How to simplify and understand the technical language, tools, methods and good practice
How to analyse, prepare and interpret financial data
How to apply theories, evidence and concepts in wealth management

How much does it cost?	£460 for each compulsory unit. The price includes study materials and exam entry. View the fee section for a full breakdown with the specialist unit options.
Average time to complete	18 months to 2 years
Number of units	Four
How will I be assessed?	Exams and assessments. View the assessment section for further details You can take your exam at a test centre or at home with remote invigilation
What study materials do I get?	As part of your fee, you’ll get: access to our virtual library KnowledgeBank online access to our student portal MyLIBF online student forum and group activities exam papers coursework exemplars online study materials online tutor support webinars You will be learning on our new VLE Brightspace, click on the logo to find out more.
How will I study?	Everything is online, you'll follow a structured timetable
Regulation	Registered with Ofqual in the Regulated Qualifications Framework (RQF) Meets the Financial Conduct Authority's (FCA) examination standards

View the qualification specification

Get up-to-date information relating to Coronavirus.

Units

Adv DipFA comprises of five units but you only need to complete four, which you can study in any order.

The two compulsory units are TTTC and MANI. You can then pick from at least one of the Level 6 optional units and either one of the Level 4 optional units or a specialist unit.

Unit – Taxation, Trusts and Tax Compliance (TTTC)

Developing a taxation and trusts strategy within an ethical framework
Advising UK clients on taxation and the administration of trusts

This unit is compulsory.

Unit – Managing Investments (MANI)

The principles and theories associated with measuring investment performance
Managing investment portfolios to achieve client objectives

This unit is compulsory.

Level 6 optional units

You can then pick from at least one of the following Level 6 optional units:

Level 4 specialist unit options

Or you can pick one Level 6 optional units and one of the following:

Long Term Care and Later Life Planning (CertLTCP)
CeMAP Diploma
Or a specialist unit

The specialist unit must have a minimum of 10 credits and be at Level 4 or above.

Timetable

You can register for one of the following study sessions throughout the year:

February study session

TTTC:

Details	Date
Registration deadline	24 January 2022
Course start date	14 February 2022
Coursework deadline	26 April 2022
Exam date	09 June 2022

MANI:

Details	Date
Registration deadline	24 January 2022
Course start date	14 February 2022
Coursework deadline	26 April 2022
Exam date	16 June 2022

August study session

TTTC:

Details	Date
Registration deadline	25 July 2022
Course start date	15 August 2022
Coursework deadline	25 October 2022
Exam date	08 December 2022

MANI:

Details	Date
Registration deadline	25 July 2022
Course start date	15 August 2022
Coursework deadline	25 October 2022
Exam date	15 December 2022

Assessment

We assess each unit of Adv DipFA differently.

TTTC and MANI – coursework and three-hour exam

These exams will be pre-booked for you depending on which study session you join. Please refer to the timetable section (above) for dates of the exams.

You will also be assessed when you take the optional units. The popular choices are:

Certificate in Long-term Care and Later Life Planning (CertLTCP), which is tested by an electronic exam.
CeMAP Diploma has two elements – an exam with 50 multiple-choice questions and coursework.
Pension Transfers (PETR) has a three-hour exam
Financial Planning in Retirement (FPIR) has three different types of assessments – forum contribution, video presentation and timed assessment.

Depending on the unit and availability, exams take place at test centres nationwide or at home through remote invigilation.

Exam booking information

When you have successfully completed the qualification, we will post your certificate to you.

Accredited Learning Support Providers (ALSP)

We understand that everyone has different learning styles. Some students prefer a qualification route with extra learning support.

We have recognised a select number of Advanced DipFA training providers offering to help support your learning and understanding of the concepts and materials.

Find out more

Please note that using a learning support provider is entirely up to you: it is NOT a requirement of your studies.

Fees

Registration
£460 for each unit (TTTC and MANI) plus the specialist unit options you decide to take. The total price includes study materials and exam entry.

You can choose from:
CertLTCP at £395
CeMAP Diploma at £495
FPIR at £490
PETR at £490

An example of the overall qualification fee is if a student were to take CertLTCP and FPIR as their optional units would be £1,805.

Exam resit
£215

Coursework resit
£185

Coursework resubmission fee
£95

How to register

Recognition of prior learning

If you have obtained qualifications and achievements through us or another awarding organisation, you may be eligible for credits towards Adv DipFA. Please read our Recognition of Prior Learning Policy to find out how to apply.

You can claim credit for the Specialist Unit if you have completed the Later Life Adviser Accreditation from the Society of Later Life Advisers (SOLLA). To claim accreditation, you’ll need to submit the details through a recognition of prior learning form.

Progression

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Diploma for Financial Advisers (DipFA)

Financial Planning in Retirement

Diploma in Paraplanning

Level 6 Diploma in Financial Advice (Adv DipFA®)

Level 6 Pension Transfers (PETR)

Certificate in Long Term Care and Later Life Planning (CertLTCP)

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