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Level 6 Financial Planning in Retirement

(FPIR)

Professional qualifications

Level 6 Financial Planning in Retirement (FPIR)

Learn how to take a holistic approach to financial planning – from pensions and inheritance tax to long-term care and equity release – and gain the knowledge and skills you need to critically evaluate your client’s retirement options.

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About the qualification

With increased life expectancy, an ageing population and a growing number of people approaching retirement – later life planning is becoming increasingly complex.

On this practical course, you’ll learn how to ask your clients the right questions and use cashflow modelling to review their options.

This will enable you to give better financial advice that helps your clients achieve their hopes and aspirations in retirement. And you'll be able to continue offering your clients a higher standard of advice throughout their later life as their needs and priorities change.

As you study, you’ll have access to tutor support, a study forum and group activities as well as study materials. And when you successfully complete FPIR, the designation after your name will highlight your professional credibility to potential clients, peers and networks.

You can also use FPIR as a optional unit towards the Level 6 Diploma in Financial Advice (Adv DipFA), which leads to chartered status.



Your studies will cover

  • What you need to consider for retirement planning
  • Assessing your client’s needs and aspirations for when they want to retire
  • Examining your client’s current financial position
  • Understanding cashflow tools and management
  • Considering the options for later life and inheritance tax (IHT) planning
  • Analysing estate planning

Registration fee £490 – includes study materials, assessments and exam entry
Entry requirements You must have passed the Level 4 Diploma for Financial Advice (DipFA) or an equivalent qualification that meets the current FCA retail financial advice standards.
When to apply? Registration is now open.
The first study session will start on Monday 19 April
Number of units One
Average time to complete Five months 
Study type This qualification is online, and you will follow a structured timetable
Study materials

As part of your fee, you’ll get: 

  • Access to our virtual library KnowledgeBank
  • Online access to all study materials
  • Online access to our student portal MyLIBF
  • Online student forum and group activities
  • Exam papers
  • Online tutor support

You will be learning on our new VLE Brightspace, click on the logo to find out more.
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Assessment type Forum contribution, video presentation and timed assessment
Regulation This qualification is registered with Ofqual in the Regulated Qualifications Framework (RQF).
 

Get up-to-date information relating to Coronavirus.

Units

Unit - Financial Planning in Retirement (FPIR)

  • Understand the need for effective financial planning in retirement
  • Evaluate clients needs, aims and objectives
  • Understand and evaluate a client’s financial position
  • Evaluate and apply suitable financial planning tools
  • Analyse various retirement income options
  • Consider the options for effective later life and IHT planning

Before you can register for the Level 6 Financial Planning in Retirement (FPIR), you must have passed the Level 4 Diploma for Financial Advice (DipFA) or an equivalent qualification that meets the current FCA retail financial advice standards. 

If you do not have this qualification then please visit our DipFA page.

Timetable

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

Details Date 
 Registration deadline 23 Jul 2021 
 Course start date 16 Aug 2021 
 Forum contribution deadline (x2 dates) 30 Aug - 5 Sep 2021
13 Sep - 19 Sep 2021
 Video presentation deadline 18 Oct 2021
 Timed assessment deadline 16 Dec 2021

Details Date 
 Registration deadline 24 Jan 2022 
 Course start date 14 Feb 2022   
 Forum contribution deadline (x2 dates) 28 Feb - 6 Mar 2022
14 Mar - 20 Mar 2022
 Video presentation deadline 19 Apr 2022 
 Timed assessment deadline 16 Jun 2022  

Details Date 
 Registration deadline 25 April 2022 
 Course start date 16 May 2022
 Forum contribution deadline (x2 dates) 31 May - 05 Jun 2022
13 Jun - 19 Jun 2022
 Video presentation deadline 18 Jul 2022
 Timed assessment deadline 15 September 2022

Assessment

There are three different types of assessments.

1. Forum contribution
You’re required to contribute to activities assigned to you and post your responses in the online forum.

2. Video presentation
You’ll be provided, in advance, with a case study based on a client’s query to analyse and record your findings in a video presentation. 

3. Timed assessment
You’ll receive a pre-released case study followed by a series of questions. On a set date and time, you’ll have four hours to complete the assessment.

You will follow the structured timetable for the session that you register for. All assessments are included in your registration fee. Resit prices are listed in the fees section.
 
When you have successfully completed the qualification, we will post your certificate to you.

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