Financial Diploma

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DipFA® Units
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What do the two DipFA® units cover? Unit 1: Financial Services, Regulation & Ethics (FSRE) This unit: explores the environment within which the financial services industry operates and the key components and interrelationships of the financial system. focuses on the principles underpinning the regulatory framework and the implications for the financial advice process, and develops the learners’ understanding of the importance of the concept of risk with specific focus on how risks relate to institutions and individuals. focuses on the legal concepts relevant to financial advice and the interplay between regulation and legislation. examines the FSA’s approach to ethical and unethical behaviors and develops students’ understanding of the Code of Ethics. introduces the concept of the skills required to advise clients. Unit 2: Advanced Financial Advice (AFA) This unit: concentrates on products, services and legislation that inform the financial planning and advice process. focuses on the principles and theories that underpin investment, retirement planning and protection, and considers the interrelationships of these topic areas. develops the students’ understanding of the importance of consumer oriented communication and ethical behaviors through the practical application of financial planning knowledge and skills through the financial advice process. Page 2 of 5
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