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How to Become a Financial Adviser in the UK – DiPFA Qualification
To give regulated financial advice in the UK, you must hold an FCA-recognised qualification. For new entrants, the most accessible route is the DiPFA – The Diploma for Financial Advisers, awarded by the London Institute of Banking & Finance (LIBF), part of Walbrook Institute London. Clarity Financial Training Ltd is a LIBF-accredited learning support training provider, offering DiPFA courses designed for career changers and professionals entering regulated financial advice.
DiPFA – How to become a Financial Adviser
What Is DiPFA?
DiPFA (The Diploma for Financial Advisers) is a Level 4 qualification that meets FCA requirements for giving regulated financial advice.
It covers:
- UK financial services regulation and ethics
- Risk, taxation, and protection planning
- Investment principles and products
- Retirement products and Estate planning
- Client advice processes
DiPFA is an ideal starting point for those beginning a career in financial advice.
Who Is DiPFA Best For?
DiPFA is suitable for:
- Career changers entering financial advice
- Paraplanners or administrators progressing into advice roles
- Individuals seeking FCA-compliant adviser status
- Qualified mortgage advisers wishing to extend their regulatory permissions through further professional qualifications
- Learners who want structured, tutor-led training
Why Choose Clarity FT for DiPFA?
Clarity FT focuses exclusively on LIBF qualifications, ensuring clarity, consistency, and exam relevance.
Key Benefits
- LIBF-accredited DiPFA learning support training provider
- FCA-recognised qualification route
- Live classroom and live webinar options
- Distance learning with tutor support
- Professionally written printed study materials
- Extensive DiPFA mock exam practice included – Mock Quiz Expert
- Excellent first-time pass rates
- UK-based tutors with industry experience
- We are so confident that you will pass that we offer a pass guarantee.
DiPFA Mock Exams & Exam Practice
Our DiPFA courses include access to our online mock exam platform, helping candidates prepare with realistic exam-style questions written by experienced tutors.
How Long Does DiPFA Take?
Most learners complete DiPFA within 6–9 months, depending on experience and study method.
Begin Your Career as a Financial Adviser
If you’re looking for a LIBF-accredited DiPFA provider with structured teaching and realistic exam preparation, Clarity FT offers a supportive and professional route into financial advice.
Skills and role of a Financial adviser
A financial adviser must use their skills and expertise to establish client affordability, suitability and risk profile based on the information provided by the client. An adviser will offer holistic advice providing solutions to help clients achieve their objectives based on their needs and circumstances that may change as their clients move through the different life stages. A Financial adviser will recommend the most appropriate advice and products from protection, through to investments and retirement solutions as well as estate planning. Advisers can also choose to concentrate on wealth management and estate planning, enabling them to manage their clients’ portfolios on an ongoing basis. Advisers can work as either an employed adviser and get paid a salary or as self-employed where they can charge a fee paid by the customer.
Advisers role:
- Meeting with clients to discuss their current circumstances to establish affordability, suitability and their attitude to risk.
- Select the most appropriate solutions and products from the vast range available to fulfil the client’s needs and help them to achieve their objectives.
- Helping clients meet their future financial goals.
- Research and analyse financial products in order to make appropriate recommendations to their clients.
- Explain complex financial information simplistically to clients.
- Explain the features, benefits and risks of the products recommended.
- Adapting advice as clients move through the different life stages in order to ensure the ongoing suitability of the advice.
- Monitor and manage the client’s investments to ensure optimal performance.
Adviser skills:
- Excellent communication skills, both verbal and written.
- Numerate and articulate.
- Have a lateral mind to combine solutions.
- Honest, trustworthy and ethical.
- Sociable and friendly.
- Hardworking and diligent in order to keep their knowledge up to date.
- Organised – Advisers must be organised in order to maintain adequate records in order to remain FCA compliant.
The Diploma for Financial Advisers (DipFA®) is a professional qualification for any candidate who wants to work as a Financial adviser. UK financial services are regulated by the Financial Conduct Authority (FCA). DipFA® is a LIBF RQF Level 4 qualification and is recognised by the Financial Skills Partnership.
