Advanced Diploma in Financial Advice (Adv DipFA®)


The Advanced Diploma in Financial Advice (Adv DipFA®) is a Level 6 benchmark qualification for ambitious retail investment advisers that can lead to Chartered status. This is not for the faint hearted and is designed for the top level advisor in this field.

Only apply if you are serious.

  • Taxation, Trusts and Tax Compliance (TTTC) Unit - (150 learning hours)
  • Managing Investments (MANI) Unit - (150 learning hours)
  • Award in Pension Transfers (AwPETR)/Pension Transfers Unit - (150 learning hours)
  • Later Life Planning and Advice (LLPA) Unit - (150 learning hours)


TTTC / MANI / PETR / LLPA £450.00 per unit with the LIBF - inclusive of all materials and examination entry.

AwPETR £467.00 with the LIBF - inclusive of all materials and examination entry.

We charge £1200.00 including VAT (per unit) and train you in the unit until you pass.

New Leaf Training

Therefore we work with you on four units (which are individually chargeable).

Each unit is assessed by way of coursework (about half way through and by an examination at the end) the unit should take around 3 to 4 months.

We believe in team work and as such we will be encouraging groups to come together and work as a team over approximately two years to complete their Advanced Diploma and then claim their Chartered status.

Our Head of Training, John Band has personally trained over 1000 delegates through DipFA®. He will now lead this course and assist you until you pass. Each Unit will consist of 2 days classroom training to get you through the coursework, with an additional 2 days classroom training to prepare you for the examination.

This is a large investment of both time and money and you need to be sure that you really want to achieve this degree level 6 qualification.

Call and speak to our Managing Director, Mark Hobbs to find out more.


Adv DipFA enquiry form

To find out more about Adv DipFA training please complete the form below.






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Newleaf SPS - our CPD Programme

This course is recognised by The London Institute of Banking & Finance as meeting the standards for on-going CPD required by retail investment advisers.

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