Meet the FCA regulations for providing advice on Pension Transfers.
With the DipFA qualification the AwPETR meets the qualification requirement to become a pension transfer specialist.
Award in Pension Transfers (AwPETR)/Pension Transfers Unit - (150 learning hours)
AwPETR £487.00 with the LIBF - inclusive of all materials and examination entry.
AwPETR training is only available to New Leaf Members.
Therefore we work with you on this unit which 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.
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. This 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.
Hi John & Mark
I write to advise you that we are very happy to let you know that of the 11 Advisers who sat the recent examinations, I can report a 100% pass rate.
To say that we are pleased is an understatement.
Whilst I acknowledge the hard work undertaken by all the Advisers who took the exams, I must say that the help and advice given by John Band during the courses run at our office was invaluable.
I really think that the courses that John ran were crucial to the overall positive result.
After looking at the options available for Advisers to achieve Level 4 qualifications, I can say that I can fully endorse the Dipfa route.
I hope you're well.
I just wanted to let you know that we have received verbal feedback today from all 11 of our members who attended your training course in Horsham that they have passed the AFA Examination and are now all Diploma Level 4 qualified.
They are all ecstatic and naturally we absolutely delighted.
Thank you very much again for all your efforts.
IFS Diploma Update - fantastic pass rates for Intrinsic
We now have over 400 advisers enrolled in the 9 month IFS Diploma programme. As most of you are aware, qualification consists of two sections: a multi-choice FSRE exam, and the 6 month AFA which is split into two elements - coursework assignment and written exam.
We have just received the results for the April group who went through our Diploma Workshop programme for the first element of the Advanced Financial Advice. Pass rate for this group was 92%, which is an outstanding result, well above the industry average, and demonstrates both your commitment to achieving Diploma and the strength of the training we provide in conjunction with New Leaf.
I am very pleased say that as a result of attending the New Leaf course and the excellent tutoring of John, I have passed my Level 4 Diploma.
Many thanks to you and your whole team for making the three day course so enjoyable.
Please let me know other courses that are available.
Just a quick note to advise you (if you didn't know already) that out of the five In Partnership people on the course so far four have passed FSRE. That is Mark Holliland, Derek Murphy, Andy Brook and myself (today!!).
Just Jeremy to take his later in the month.
We are all pretty pleased. Could you pass on our thanks to John for his course last week it was excellent. Derek, Andy and myself said without it there wouldn't be a chance of us passing. Also thanks to all at New Leaf for your support.
Look forward to coming back in March.
Just a quick note to say thank you very much indeed for your brilliant training in respect of the Diploma - a clean sweep for Barfields. My score was 101/150.
Thanks again and take care,
Just wanted to let you know I scored 108/150 in the exam.
Thanks for all your help im not sure I could have passed without it.
Everyone at Barfield passed.
Thanks for getting me through my DipFa which i passed yesterday. I am very pleased and could not have done it with out John's help.
Sorry to have missed you 2 weeks ago due to being on annual leave. It was great to return this morning to learn that everyone has passed the Course Work Assignment.
Very many thanks for all your hard work with our people ensuring that they have been expertly prepared for both elements of the AFA part of Diploma - your support has been invaluable.
Best wishes for the future and hopefully we will see you again at the Northern some time in the future.
Keep busy with RDR.
I wanted to email you as I have just completed part 2 of DIP FA, last week. I have used Newleaf on 3 occasions, for CeFA 2 years ago and for FSRE and AFA. I am so pleased with the way the course was set out and run and can't compliment John Band enough. The way John explains things and nothing is too much trouble. Please feel free to use me as a testimonial and I look forward to seeing you for Part 3 in July.
Just checked my final result for Diploma.
I have passed and now have reached Level 4, I would like to thank you very much for all your help, as your training was the best I have received in the industry.
I have 20 years in this industry and John, as a trainer, is first class and the best I have encountered. I would have no hesitation in recommending New Leaf to fellow IFA's trying to reach Diploma Level.
Any information you have on the CPD requirements for the future would be greatly appreciated.
I will see you at some time in the new year when I attend one of the Newleaf courses.
All the best,
Got our exam results today. I got 58% and Tony got 52%.
Both really pleased we passed.
Many thanks for all your help the course really helped and not only that we actually enjoyed it as well.
We just need to do the CPD now. What is the best way to do that?
I thought you might be interested in the Student feed back sheet, from my DipFA exam.
By way of a testemonional I would like to thank you personally and all at New Leaf for the wonderful assistance your course gave me, in preparation for the exam.
For me to achieve the DipFA qualification, at the age of 62, should encourage advisors in my age group not to let age be a barrier and to continue with their professional development.
I hope to see you all again, on any future courses.
I would just like to say how much the recent course with John has helped me with my assignment.
Before attending I was totally flummoxed, however by the end of the first day John very kindly showed me the way!
The course was excellent and John is one of the best trainers I have come across in my many years within the industry.
He is a credit to your organisation.
I look forward to the next course in September.
To find out more about AwPETR training please complete the form below.
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Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.
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This learning support is recognised by The London Institute of Banking & Finance as being appropriate additional resource for students undertaking its CeMAP® qualification.