FOUNDING MEMBER PRICING - 20 SPOTS ONLY
Your Full Financial Advice Qualification.
Doors Close 31st July 2026 · Pay Monthly with ClearPay or PayPal Credit
DipFA (Diploma for Financial Advisers) is a qualification that takes you all the way. Six modules, personal support from me, and a price that will never be available again.
Become a Fully Qualified Financial Advisor with Full Support from Me.
DipFA is the FCA-required qualification that takes you from mortgage adviser to full financial adviser qualified to advise on pensions, investments, protection, retirement planning and more. I've built this course the same way I've built everything else at Future in Finance. So you never feel alone in it.
Why DIPFA?
This is the qualification that opens every door.
CeMAP qualifies you to advise on mortgages. DipFA qualifies you to advise on everything else. Pensions. Investments. Protection. Retirement Planning. Inheritance Tax. As a DipFA qualified adviser you can offer your clients a complete financial picture —not just one piece of it. The FCA requires all financial advisers to hold a minimum Level 4 qualification. DipFA is that qualification. Without it, there are conversations you simply cannot have with your clients and income you simply cannot earn.
Please note: DipFA (Diploma for Financial Advisers) is a qualification accredited by the London Institute of Banking & Finance. All exam fees are NOT included in this package and must be paid direct to LIBF.
A note on LIBF accreditation...
When I launched my CeMAP MasterClasses back in 2023 and saw the first courses sell out with incredible student results (100% passed first time 'thankyouverymuch'), I fully intended to become officially accredited.
I contacted LIBF directly to ask about joining their Accredited Provider list, only to be told that applications from new providers were not being accepted. That was three years ago, and hasn't changed yet.
That was a bit of a hard lesson for me, because I realised that it was almost impossible for student-focused businesses to gain formal recognition, regardless of the quality of support or outcomes they provide.
What I came to understand after that is that accreditation and credibility are not always the same thing. I measure the value of what I do through student outcomes, long-term support, honest reviews from people who have actually passed, and the fact that my students continue to receive guidance long after a course ends.
I’ve built my business around accessibility, accountability, and real human support, not just a logo or title. Every learner still sits the exact same official CeMAP exams through LIBF, and ultimately the qualification they achieve is identical. The difference is simply the level of structure, encouragement, and personal support they receive while getting there. I made an entire podcast episode on this too, you can watch it here:
The Details...
All six LIBF-aligned modules, released one at a time every 8 weeks. You learn each topic properly before moving to the next. This means steady, confident progress from September 2026 through to May 2027.
Module 1
FSRE — Financial Services Regulation & Ethics
Available 1st September 2026
Module 4
AFAP — Protection
Available 16th February 2027
Module 2
AFAT — Taxation
Available 26th October 2026
Module 5
AFAR — Retirement Planning
Available 13th April 2027
Module 3
AFAI — Investments
Available 21st December 2026
Module 6
AFAC — Coursework
Available 8th May 2027
WHAT YOU GET
Everything you need. Nothing you don't.
Six Full DIPFA Modules
All six LIBF-aligned modules, released one at a time every 8 weeks. You learn each topic properly before moving to the next. Just steady, confident progress from August 2026 through to May 2027.
Private Whatsapp Community
You'll be added to an exclusive founding member WhatsApp community. Direct access to me and your fellow founding members throughout your studies. No question goes unanswered.
Unlimited Material Requests
Find a weak spot in your knowledge? Tell me. I'll build new content to fill it — flashcards, additional explanations, practice questions, whatever you need. Your gaps become new resources for every student after you.
Monthly Drop In Sessions with Me
Every month I go live with the founding member group. Whichever unit you're struggling with, whatever questions you have — I'm there. In person. Working through it with you. This alone is worth the price of the course.
Unlimited Personal Support
Stuck on something between drop-in sessions? Message me. I don't disappear after you enrol. Every founding member gets unlimited personal support for the duration of their studies.
Lifetime Access
No 18-month countdown. No expiry. Your course is yours forever. Come back to any module, any time. When I update content, you get the updates. For life.
Fast Track Upgrade Option
Founding members get priority access to upgrade onto available DipFA fast track dates in 2027 for an additional fee. Want to accelerate? The option is there.
Hi, I'm Charlotte, I failed CeMAP. Then I built a business that helps you pass it...
After failing (multiple times even after a Fast Track Course), i started a podcast to help myself and others understand the textbook materials better. Somewhere along the way it turned into a six figure coaching business and over 1500+ qualified students.
I'm not a stuffy training provider. I'm a coach who's been exactly where you are... staring at the textbook that makes no sense and wondering if you're cut out for this.
You are. You just need the right support.
I cover CeMAP, R05, CERER & DIPFA & I'm building Future in Finance to be the only place you'll ever need to come to for a Financial Services Qualification.
WHO IS THIS FOR
Two Types of Advisor. One Qualification.
Please note: DipFA (Diploma for Financial Advisers) is a qualification accredited by the London Institute of Banking & Finance. All exam fees are NOT included in this package and must be paid direct to LIBF.
Six modules sounds like a lot. Here's why it isn't.
I know what you're thinking. Six modules,, exams and coursework feels like a mountain. But here's the thing. You don't climb a mountain all at once. One module drops every 8 weeks. That's one subject at a time, with 8 weeks to learn it properly before the next one arrives. You're never looking at more than one module. You're never overwhelmed. And you've got me in your corner every single month in a live drop-in session working through exactly what you're finding difficult. The advisers who find DipFA hard are the ones who try to do it all at once without support. That's not what this is. This is one module. Eight weeks. Charlotte. Repeat six times.
Everything you need to know.
Q: When does the course start?
Module 1 goes live 1st September 2026. A new module follows every 8 weeks after that. But you don't have to start then, you can start anytime you want whether that's next month or next year. Our live drop in sessions will run until all founding members are qualified, they will be evening sessions confirmed at the convenience of the founding group majority.
Q: How long do I have access?
Lifetime. No expiry, no 18 month countdown. It's yours for good.
Q: Are exam fees included?
No — LIBF exam fees are separate and paid directly to LIBF. Visit libf.ac.uk for current pricing.
Q: Can I pay in instalments?
Yes — ClearPay and PayPal Credit are available at checkout.
Q: What if I struggle with a topic?
Message me directly. Founding members get unlimited personal support and I'll create new material for any weak spots you come across.
Q: How many founding member spots are there?
Spots are capped. Once they're gone, the price goes up to £1,864. I'll let founding members know when we're getting close.
