PETR (Pension Transfers) COURSES


Exam Course: 09:30 – 16:30 each day
May 2024 Exam Results: 100% of course delegates passed

MANI (Managing Investments) COURSES

1 Day Video Presentation Course
2 Day Exam Course

Video Presentation Course: 09:30 – 16:30
Exam Course : 09:30 – 16:30 each day
May 2024 Exam Results - 85% of delegates passed

TTTC (Taxation, Trusts and Tax Compliance) COURSES

Coursework Courses : 09:30 – 12:30 each day
Exam Courses : 09:30 – 16:30 each day >
May 2024 Exam Results - 100% of delegates passed

FPIR (Financial Planning In Retirement) COURSES

1 Day Video Presentation Course
2 Day Exam Course

Video Presentation Course: 09:30 – 16:30
Timed Assessment Course : 09:30 – 16:30 each day
June 2024 Exam Results - 100% of delegates passed

CertLTCP ( Certificate in Long Term Care and Later Life Planning )

Exam style multi choice question pack with full explanations

Structure of the Advanced DipFA qualification

The 2 core Level 6 units are TTTC and MANI. You can then pick at least one of the Level 6 optional units, which are Pension Transfers (PETR), or Financial Planning in Retirement (FPIR) + one of the Level 4 optional units, such as Long Term Care and Later Life Planning (CertLTCP), CeMAP Diploma, or a specialist unit. The specialist unit must be at level 4 or above.

For more details, please email us - info@douglasjamestraining.co.uk

CeMAP®, CeRER® ,DipFA®, AdvDipFA® and the LIBF® logo are registered trademarks of The London Institute of Banking and Finance®

Advanced DipFA is a level 6 qualification registered with Ofqual in the Regulatory Qualifications Framework (RQF) and recognised by the Financial Conduct Authority (FCA)