David’s ability to make complex, dense subject matter simple and memorable is the course’s standout strength. Attendees value his knowledgeable, patient and engaging style, with real-life examples, practical advice, humour and interactive question-led sessions helping them understand and retain key points. They describe the webinars as well organised, supported by clear digital materials and helpful staff, and say the learning builds confidence for exams and professional practice. The content can feel fast-paced, but recordings and study tools support continued revision.
Generated from recent reviews; may not reflect every review
About this course
Become a Financial Adviser
The Diploma for Financial Advisers (DipFA) is a prominent qualification for aspiring financial advisers. Approved by the Financial Conduct Authority (FCA), this qualification equips candidates with the essential skills needed to provide advice on retail investment. Tailored specifically for newcomers to the industry, the DipFA course offers a blend of practical knowledge and theoretical tutoring to ensure comprehensive preparation for a career in financial planning.
Registered as a level 4 qualification with Ofqual in the Regulated Qualifications Framework (RQF), the DipFA exams can be completed in as little as 6 months with part-time study. The structured yet accessible program is designed to help candidates efficiently develop the competencies required to succeed in the financial advisory profession.
Why study DipFA with Simply Academy?
Expert Instruction and Support
Simply Academy offers high-quality training from experienced tutors who are industry professionals.
Proven Success Rates
Simply Academy boasts high pass rates, reflecting their effective teaching methods and dedicated student support services.
Accredited and Recognised Training
Studying with Simply Academy ensures students earn their DipFA qualification with a recognised training provider respected by employers in the financial services sector.
What you will learn
The DipFA courses cover the whole syllabus including exam technique. DipFA consists of 6 modules each addressing different aspects of financial advice.
Module one – Financial Services Regulation and Ethics (FSRE)
FSRE will introduce you to the financial services industry, enhancing your knowledge and understanding of regulations, legislation, and the Code of Ethics.
Module two – Taxation
This module enhances your understanding of the UK taxation system and sharpens your analytical skills in assessing the taxation implications for individuals and trusts when offering investment advice.
Module three – Investment
Explores the economic landscape and its influence on investments, while also offering a comprehensive grasp of investment products and their performance across various scenarios.
Module four – Protection
Enhance your understanding of the need for financial protection and the importance for clients to acknowledge its significance. This module examines the functions and constraints of state benefits, alongside exploring diverse policies and solutions to address potential protection gaps.
Module five – Retirement Planning
Study retirement planning and the factors influencing pensions, including taxation rules and broader environmental factors
Module six – Coursework
In this coursework module, you’ll enhance your skills and expertise to showcase your proficiency in delivering successful financial planning solutions for clients.
Course video
Recent reviews
The course was very informative and interesting - kept relevant by Dave, who also gave us a lot of tips on how to remember specific things. It really helped me to understand the content properly and also to solidify knowledge that I already knew. There was a lot of interactivity and personally extremely helpful.
Excellent course. Staff were really attentive and nothing was an issue.
I found the course really useful. I originally studied CeMAP 1 with Simply Academy back in 2020 when I was just starting my journey into financial advice. Since then, I've managed to study independently and complete other qualifications myself, so I hadn't returned for any further courses. However, I was finding DipFA Investment more challenging to self-study, so I decided to give the course a go—and I'm really glad I did. David has a great way of making complex topics easy to understand and, more importantly, memorable. His teaching style is engaging, interactive and full of useful techniques for remembering key information, which made a real difference. I'd definitely recommend the course to anyone studying for DipFA.