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  • Independent financial adviser (DipFA)

    Hi, if anybody would like to venture an opinion i’m “all ears”. I have a successful business which is established but just big enough for 1, it is however very labour intensive. I’m 55 and tire easier than some after tussling with couple of primary cancers.  I am not avoiding working hard, merely the lifting.I will probably have to work until i’m 70. I have been considering taking the (DipFA) . I am sure I can build and run a practice/business Does anyone have any suggestions or comments. Thanks for reading  Bob

    Posted by bluwaterbob
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    • Reply by susan

      Hi Bob

      I wondered if you’d decided to go ahead with taking the DipFa? It must be quite hard to decide on a provider I’d imagine, I had a look on Google and there are so many to choose from. But qualifying as a Financial Adviser sounds a really good match for what you are envisaging for the future. Let us know.

      All the best, Susan

      • Reply by bluwaterbob

        Hi Susan. I will study the Cii courses. I have been told by more than 1 person in my research   that they are the most respected. They are a little more expensive. I have have just sent a couple of final Email questions to them and then I am all systems go. My current business does rely on groups of people in the same place at the same time which currently is under threat so if I cannot operate as usual the silver lining is I can accelerate my studies. We will see. I will let you know and maybe be able to help others in time.

        • Reply by susan

          Great news that you’ve decided what courses to go ahead with and all good luck to you. Had a look and love the Cii’s homepage illustration. https://www.cii.co.uk/

          Yes please do keep in touch and let us know how you find the courses, it will all be great advice for others!

          Best, Susan

    • Reply by aislinggray

      Hi Bluwaterbob, I hope someone with personal experience of this can help but in the meantime, whilst we don’t have specific advice for someone who wants to become a financial adviser, we DO have advice on becoming an accountant, a book keeper and mortgage broker:




      If you are open to other career change ideas, you might also find this section a useful read:


      Good luck and please let us know what you decide.

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