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
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.
| Title: LIBF Diploma for Financial Advisers | Fee |
| Course Fee (with tuition) |
€2,400 |
| Course Fee (without tuition): |
€1,800 |
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.
The London Institute of Banking & Finance
The London Institute of Banking & Finance focuses on lifelong learning; equipping individuals with the knowledge, skills and qualifications to achieve what they want throughout their career and life.
Nine months
Hours of Learning
Guided learning hours: 30 hours
Other hours: 370 hours
Total Qualification Time: 400 hours
Module 1
Assessment for this module consists of two, one-hour exams, which are comprised of FSRE
unit 1 (FRE1) and FSRE unit 2 (FRE2). Each unit will include 25 multiple-choice questions
and 3 case studies with 5 linked multiple-choice questions. Each unit is worth a total of
40 marks, meaning that the entire exam is worth a total of 80 marks.
Modules 2–5
Each unit of each module includes 20 multiple-choice questions and 2 case studies with 5 multiple choice questions related to each case study. Each unit is worth 30 marks.
Module 6
This unit comprises a coursework consisting of a pre-release fact find, requiring an essay response worth 240 marks.
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.
Growing prosperity is increasing the demand for private banking services, whilst the turmoil in the financial markets demonstrates the need for robust and focused solutions to help clients withstand market volatility and preserve their wealth.
The Institute of Financial Services (ifs Malta) recently organised its Annual Dinner at the Westin Dragonara Resort, St Julians. The well-established event in the calendar of the financial services sector turned out to be a very successful gathering of key stakeholders from the financial and business community together with those from academia and constituted bodies.
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