LIBF Diploma for Financial Advisers

MQF Level 5

Investment/Wealth Management

Intake Open - Register Today

I have an enquiry about this course

Description

The DipFA is an industry benchmark financial adviser qualification, which meets the MFSA qualification requirement for retail investment advisers.  Highly relevant and practical, the qualification is tailored to reflect the Financial Adviser role, giving you the knowledge and skills you need to use your learning in the workplace.  The assessments include case-study-based learning that replicates the real-life activities of advisers and multiple-choice tasks with results provided on the day.

ifs Malta supports you in your learning through tutor contact programme.

Module 1 – Financial Services, Regulation and Ethics (FSRE)

Module 2 – Advanced Financial Advice – Taxation

Module 3 – Advanced Financial Advice -Investment

Module 4 – Advanced Financial Advice – Protection

Module 5 – Advanced Financial Advice – Retirement Planning

Module 6 – Advanced Financial Advice – Coursework

Learning Outcomes

  • develop an in-depth understanding of the UK financial services industry and regulation;
  •  formulate and communicate holistic financial advice;
  • create, implement and maintain financial plans;
  • develop an understanding of current technical language and regulation;
  • locate, extract and analyse data from different financial sources; and
  • increase your ability to work and learn independently

Language

English

Delivery 

Primarily considered as a self-directed study qualification with planned examination sessions

Grading System

The qualification will be graded Pass/Fail.

To pass the MCQ you must achieve a minimum mark of 70%.  Grade boundaries are Pass – Merit – Distinction

To pass the coursework you must achieve a minimum mark of 50%.  Grade boundaries are Pass-Merit – Distinction

 

This short course is accredited by the MFHEA, rated at MQF/EQF Level 5 and earning 5 ECTS.  (Ofqual No: 501/0114/6) IFS Malta is licensed as a Further and higher Education Institution to deliver and award further and higher education programmes by the MFHEA bearing license number 2013-FHI-017.


Target Audience

18+

Target Group

Financial advisors or prospective advisors aiming to meet the regulator’s qualification requirement for retail investment advisors.

There are no specified entry requirements. However, you need to be satisfied of your ability
to study in English.

Step 1: Fill in the Registration Form here

Step 2: Send together with proof of payment to [email protected]

Step 3:  Upon receipt of payment registration is processed

Step 4: Third country nationals please follow the link: https://www.identitymalta.com/unit/central-visa-unit/

 

This program offers a wide range of learning opportunities to ensure that learning and assessment activities are meaningful and beneficial for future development. Guided Learning includes study time under direct teacher supervision, instructional sessions, and supervised examinations. Students also spend time doing unsupervised research, e-learning, completion of coursework, exam preparation, and formal assessments.

The lectures are interactive and encourage discussions to enhance academic study skills, explore concepts, and apply them in practical settings. This approach equips learners with the ability to utilise diverse research and online tools and fosters discussions about the learners’ existing knowledge and skills, enabling them to adapt and apply them effectively in their current context. Consistent feedback is provided throughout the course to support ongoing progress. Furthermore, students are introduced to relevant websites and other resources to expand their knowledge and skill set.


Fee Schedule

Title: LIBF Diploma for Financial Advisers Fee
Course Fee (with tuition)

€2,400

Course Fee (without tuition):

  €1,800

 

 


This course is eligible for the following funding schemes

Get Qualified Scheme

Get Qualified is an initiative that supports the personal development of individuals for the achievement of qualifications and certifications required by industry. The incentive is applicable to individuals following a course of studies leading to a certification, diploma, degree or post-graduate degree courses. Upon successful completion the student will benefit from up to 70% tax credit enabling them to recover part of the costs incurred.

More Information

Course Interest/Query Form

This is the start of a great journey!

For further clarifications, or if you are interested to join this course, please fill in the form and submit. We will get in touch with you at the soonest opportunity.

You may also be interested in

This Diploma has been developed to provide employees advising and/or dealing in Securities or Derivatives, advising on packaged products and/or Managing Investments with the knowledge and skills required for their job roles.

Global Securities Operations offers an introduction to global securities, focusing n the main industry participants, settlement characteristics, other investor services and aspects of taxation and risk.

The CEFA is a benchmarked qualification with decentralised-centralised exams, ensuring the major professional skills that candidates need.

The ifs Malta offers a first ever qualification at Postgraduate level in Wealth Management, awarded by the CISI (Chartered Institute for Securities & Investments).

Upcoming Events

Friday, 22nd November 2024

Join Us for the IFS Malta Annual Dinner – A Premier Networking Opportunity

Latest News

Published on Friday, 11th October 2024

After its successful second partner meeting in Barcelona, the MiCreS project (European Micro-credentials and Professional Qualifications Certification System) has made notable strides in the pursuit of this project.

Let's keep in touch

Stay updated with our latest news, course announcements and events. We take your privacy seriously and promise not to share your email with any third parties.

          IFS Malta is licensed to deliver and award further and higher education programmes by the Malta Further and Higher Education Authority (MFHEA) bearing license number 2013-FHI-017