LIBF
Level 6
QN: 600/6862/0
Curriculum Active
LIBF Level 6 Diploma in Advanced Financial Advice
Official qualification regulated by Ofqual, awarded by LIBF. Classified as a Vocationally-Related Qualification. Total guided learning hours: 49 hours.
Qualification Level
Level 6
Awarding Body
LIBF
Syllabus Units
6 Units
Guided Hours
49 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Financial Planning in Retirement
Verified
Key Learning Objectives:
- Understand the need for effective financial planning in retirement
- Evaluate clients’ needs, aims and objectives
- Understand and evaluate a client’s financial position
- Evaluate and apply suitable financial planning tools
- Analyse various retirement income options
- Consider the options for effective later life and IHT planning
2
Later Life Planning and Advice
Verified
Key Learning Objectives:
- Understand how to develop later life strategies for UK clients.
3
LIBF Level 6 Diploma in Advanced Financial Advice
Financial Planning in Retirement
Verified
Key Learning Objectives:
- Evaluate the importance of effective financial planning in retirement for meeting client objectives.
- Assess clients' needs, aims, and objectives in the context of retirement planning.
- Analyse a client's financial position to identify gaps and opportunities for retirement planning.
- Apply suitable financial planning tools to address client retirement needs.
- Critically evaluate various retirement income options to recommend appropriate strategies.
- Develop effective later life and inheritance tax planning strategies to preserve wealth.
4
LIBF Level 6 Diploma in Advanced Financial Advice
Later Life Planning and Advice
Verified
Key Learning Objectives:
- Evaluate the key considerations in developing a later life financial strategy for a UK client.
- Analyse the impact of taxation and welfare benefits on later life planning decisions.
- Apply cashflow modelling techniques to project retirement income and expenditure.
- Assess the suitability of different retirement income products for client circumstances.
- Critically evaluate long-term care funding options and their implications.
- Develop an estate planning strategy that addresses inheritance tax and asset protection.
- Justify recommendations for intergenerational wealth transfer within a regulatory framework.
5
LIBF Level 6 Diploma in Advanced Financial Advice
Taxation, Trusts and Tax Compliance
Verified
Key Learning Objectives:
- Understand how to advise UK clients of taxation implications., Understand how to advise UK clients on the administration of trusts.
6
LIBF Level 6 Diploma in Advanced Financial Advice
Strategic Management in Financial Services
Verified
Key Learning Objectives:
- Understand corporate and business level strategies for financial services organisations.
7
LIBF Level 6 Diploma in Advanced Financial Advice
Pension Transfers
Verified
Key Learning Objectives:
- Explain the regulatory requirements and principles governing pension transfers.
- Analyse client circumstances to determine the suitability of a pension transfer.
- Evaluate the advantages and disadvantages of transferring pension benefits.
- Apply appropriate pension transfer solutions to meet specific client needs.
- Justify recommendations for pension transfers based on client evidence and regulatory requirements.
8
LIBF Level 6 Diploma in Advanced Financial Advice
Managing Investments
Verified
Key Learning Objectives:
- Evaluate different methods of measuring investment performance, including time-weighted and money-weighted returns.
- Apply risk-adjusted performance measures such as the Sharpe ratio, Treynor ratio, and Jensen's alpha.
- Construct an investment portfolio that aligns with a client's stated objectives, risk tolerance, and time horizon.
- Analyse the impact of asset allocation and diversification on portfolio risk and return.
- Justify the selection of investments within a portfolio based on client constraints and market conditions.
- Critically assess the limitations of performance measurement techniques in the context of financial advice.
9
Managing Investments
Verified
Key Learning Objectives:
- Understand the principles and theories associated with performance measurement of investments.
- Understand how to manage investment portfolios to achieve client objectives.
10
Pension Transfers
Verified
Key Learning Objectives:
- Understand pension transfers.
- Understand how to apply suitable pension transfer solutions to meet specific client circumstances.
11
Strategic Management in Financial Services
Verified
Key Learning Objectives:
- Understand corporate and business level strategies for financial services organisations.
12
Taxation, Trusts and Tax Compliance
Verified
Key Learning Objectives:
- Understand how to advise UK clients of taxation implications.
- Understand how to advise UK clients on the administration of trusts.
Regulatory & Verification Details
- Qualification Number (QN)
- 600/6862/0
- Regulated Status
- Available to learners
- Awarding Body
- LIBF
- Qualification Type
- Vocationally-Related Qualification
- Operational Start
- Dec 2013