{"id":355,"date":"2012-12-07T15:03:16","date_gmt":"2012-12-07T14:03:16","guid":{"rendered":"http:\/\/www.futuretrend.co.uk\/blog\/?p=355"},"modified":"2025-08-18T10:10:16","modified_gmt":"2025-08-18T09:10:16","slug":"some-pointers-for-ifs-dipfa-exam-date-170113","status":"publish","type":"post","link":"https:\/\/www.futuretrend.co.uk\/blog\/some-pointers-for-ifs-dipfa-exam-date-170113\/","title":{"rendered":"Some pointers for IFS DipFA Exam (date 17\/01\/13)"},"content":{"rendered":"<p><strong>IFS DipFA Exam (date 17\/01\/13)<\/strong><\/p>\n<p><strong>Some pointers&#8230;<\/strong><\/p>\n<p>The Fact Find presents us with a scenario for a Mr &amp; Mrs Barlow.\u00a0 As usual, the IFS Exam Fact Find details a client scenario most practising advisers would find hard to recognise&#8230;a young family with significant equity, decent liquid assets, and a high income to boot!\u00a0 Most advisers can only dream of having working clients able to afford to pay regular premiums of \u00a31,000 per month gross into their personal pension (Mr Barlow)!<\/p>\n<p>However, the scenario is of course not necessarily meant to be representative of real life, it is actually there <strong>to test your knowledge<\/strong>, and crucially, <strong>the application of that knowledge to the client\u2019s circumstances and the suitability of your advice<\/strong>.\u00a0 So, as usual, let\u2019s not get hung up over how realistic or not the scenario is.<\/p>\n<p>This blog summarises some of the key issues students will need to consider for this exam, and some pointers about specific parts of the IFS DipFA Study Folders that students may find useful to review and refresh themselves of in addition to other study \u2013 this blog is not a comprehensive guide to the exam but should get you started.<\/p>\n<p>In this scenario, students of course need to understand the basics around taxation &#8211; Income Tax, National Insurance, and Capital Gains Tax.\u00a0 Anyone not fully clued up on these basics for both employed and self employed clients should immediately head to the IFS Study Folders (issued by the IFS when they started the DipFA course), and <strong>look up Topic 2 and Topic 3 in the Taxation folder<\/strong>.<\/p>\n<p>Additionally, in preparation for one of our courses, some specific areas to consider for further study are;<\/p>\n<ul>\n<li>Defined Benefit (final salary) schemes, in Retirement Topic 5.3.2<\/li>\n<li>Tax efficient saving and investing, in Investments Topic 12<\/li>\n<li>Interest Only Mortgages, can be found in Section 10 of the CEMAP Module 2 Revision Notes (available from the IFS website under your log in)<\/li>\n<li>Protection Planning, in Protection Topic 9<\/li>\n<li>Clients attitude to Risk, in Investments Topic 14.2.1<\/li>\n<li>Retirement Planning Topic 7<\/li>\n<\/ul>\n<p>This is most definitely not a comprehensive list, and of course don\u2019t forget, <strong>anything in the syllabus can be considered relevant for the exam<\/strong>.\u00a0 The amendments on the day can cover any issue covered in the Study Folders, or related to these areas.\u00a0 Students would be well advised to <em>at least<\/em> review the sections of the Study Folders for areas of advice they are not familiar with prior to the exam itself.<\/p>\n<p>Further support can be found by booking attendance at one of Futuretrend\u2019s <a title=\"DipFA Fact find exam support\" href=\"http:\/\/www.dipfa-training.co.uk\/content.html#afae\" target=\"_blank\" rel=\"noopener\">DipFA Factfind courses<\/a>, or on the remote support option.<\/p>\n<p>Paul Davis, Dip. PFS, Futuretrend Tutor.<\/p>\n<span id='mp-share-below-action'><\/span><ul class='mp-share-buttons'><li class='mp-share-buttons-fb'><div class='fb-like' data-href='https%3A%2F%2Fwww.futuretrend.co.uk%2Fblog%2Fsome-pointers-for-ifs-dipfa-exam-date-170113%2F' data-width='' data-layout='button' data-action='like' data-size='small' data-share='true'><\/div><\/li><li class='mp-share-buttons-tw'><a class='twitter-share-button' href='https:\/\/twitter.com\/share'?url='https%3A%2F%2Fwww.futuretrend.co.uk%2Fblog%2F%3Fp%3D355' data-via='Futuretrend_'><\/a><\/li><li class='mp-share-buttons-li' style='margin-top:-10px !important;'><script type='in\/share' data-url='https:\/\/www.futuretrend.co.uk\/blog\/some-pointers-for-ifs-dipfa-exam-date-170113\/'><\/script><\/li><\/ul><div class='mp-share-clear-fix'><\/div>","protected":false},"excerpt":{"rendered":"<p>IFS DipFA Exam (date 17\/01\/13) Some pointers&#8230; The Fact Find presents us with a scenario for a Mr &amp; Mrs Barlow.\u00a0 As usual, the IFS Exam Fact Find details a client scenario most practising advisers would find hard to recognise&#8230;a young family with significant equity, decent liquid assets, and a high income to boot!\u00a0 Most [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mbp_gutenberg_autopost":false},"categories":[21],"tags":[140,141,136,137,138,139,142],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - 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