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LIBF Level 4 - Diploma for Financial Advisers (DipFA)
Douglas James Training - Diplomas

Unit 1 – FSRE

We provide a comprehensive set of exam-style multi-choice questions, together with full explanations for the answers. A guide to the key topics is also included. Available via the Revision Notes page, this material is e-mailed to you.

Unit 2 – Advanced Financial Advice (AFA) – Coursework

We provide a set of coursework guidance notes which can be ordered via the Revision Notes page. The material is e-mailed to you. These notes include:
  • A suggested structure for the preparation and presentation of your assignment
  • An explanation of how marks are allocated
  • A step-by-step road map which explains each stage of the assignment
  • Examples of how to reference your material in the text and in the reference list
  • Case study examples
  • A useful set of websites for you to research
  • Useful ideas for preparing your answers to the four short-answer questions
  • LIBF notes on how to submit your coursework

Unit 2 – Advanced Financial Advice (AFA) – Exam


We provide an outline exam report, based on the pre-released fact find. The report is e-mailed to you and can be ordered at the Revision Notes page, approximately 10 days after the fact-find is released. This detailed report provides a useful structure, which includes:
  • An analysis of the client’s attitude to risk
  • A financial summary, including tax liabilities and disposable income
  • General recommendations
  • Specific recommendations
  • Summary of recommendations
We also provide explanatory notes for the report, which shows a more detailed breakdown of the tax calculations and recommendations, together with a suggested list of possible additional information topics for pre-exam study.

An interactive one-day online course is also available for the exam unit, which also includes an outline report. You will have the opportunity to discuss each stage of the report in detail with the tutor, who will provide step-by-step guidance.



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®