Douglas James Training T & C's
Click HERE
Level 6 Diploma in Financial Advice (AdvDipFA)®
Douglas James Training - Diplomas
AdvDipFA® comprises four units – three compulsory units and a specialist unit. Douglas James Training provides training courses for the three compulsory units, as follows:

PETR COURSES

Combined with the Diploma for Financial Advisers (DipFA)® The LIBF’s Level 6 Pension Transfers (PETR) examination meets the qualification requirement for pension transfer specialists, enabling you to provide advice on both defined benefit and defined contribution schemes.

To help you prepare for the Pension Transfer exam, we offer a two-day online intensive course, close to the half-yearly exam dates.

The courses provides an analysis of the pre-released case study, together with a review of the transfer options available and their implications. Our course tutor will take you through a series of questions and exercises to consolidate your understanding and show you how best to present your answers.

Course Times

09:30 – 16:30 each day


MANI COURSES

To help you prepare for the coursework and written exam for this qualification, we provide two-day online courses for both components.

The Managing Investments (MANI) syllabus focuses on:

  • The analysis of the principles and theories associated with performance measurement of investments
  • How advisers can manage investment portfolios to achieve client objectives.
Course Times

Coursework Course : 09:30 – 12:30 each day
Exam Course : 09:30 – 16:30 each day


TTTC COURSES

To help you prepare for the coursework and written exam for this qualification, we provide two-day online courses for both components.

The Taxation, Trusts and Tax Compliance (TTTC) syllabus focuses on :

  • The development of a taxation and trusts strategy, within an ethical framework.
  • Advising UK clients on taxation and the administration of trusts
Course Times

Coursework Course : 09:30 – 12:30 each day
Exam Course : 09:30 – 16:30 each day

CeMAP ®, CeRER ® ,DipFA ® and the LIBF® logo are all registered trademarks of The London Institute of Banking and Finance®. Use by Douglas James Training Consultants Ltd does not imply any endorsement of our training courses by The London Institute of Banking and Finance®