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Diploma for Financial Advisers (DipFA)

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What is the Diploma for Financial Advisers?

The Diploma for Financial Advisers is a new qualification for financial advisers, who are now required to enhance their professional status by demonstrating a higher level of knowledge and skills. The deadline for achieving the qualification is the end of 2012.

The Diploma is accredited at Level 4 in the National Qualifications Framework and this is consistent with the professionalism proposals within the Financial Services Authority's ongoing Retail Distribution Review.

What options are available when studying for the Diploma?

There are a number of different routes available to those wanting to achieve diploma success, the best being determined by the student's past experience and academic background. The two institutions active in the provision of the diploma qualification are as follows:

  • The Institute of Financial Services (ifs)

  • The Chartered Insurance Institute (CII)

In this section, we will look at the options provided by each.

Institute of Financial Services

To achieve the ifs version of the Diploma for Financial Advisers (DipFA), students need to complete two compulsory units, these being:

  • Part 1 - Financial Services Regulation & Ethics (FSRE)

  • Part 2 - Advanced Financial Advice (AFA)

On completion of Part 1, 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 Part 2, 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


Chartered Insurance Institute

To achieve the CII version of the Diploma for Financial Advisers, students need to complete a combination of units, the precise configuration being depenent on the student's circumstances.

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What Next?

  • If you would like to view a video tutorial to demonstrate our training aids, please click UNDERSTANDING ENDOWMENTS.

  • If you would like a personalised quotation for Financial Diploma training, please click QUOTATION.

  • If you would like to express your interest in the ifs DipFA training or the CII Diploma training, please click CONTACT US.

  • If you would like to consider our Diploma distance learning (home study) option, please click DIPLOMA ONLINE.

  • If you would like to see our public diploma course dates and prices, please click to view our COURSE PRICES.

Alternatively, you may continue to browse around our site at your leisure by clicking on the any of the buttons in the top left margin.

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