News and Blogs Career story: Julie's journey with LIBF’s DipFA qualification

Q. What motivated you to pursue the DipFA, and how did you manage studying alongside your professional duties?

A. I was motivated to complete the DipFA since my children are now independent, so I felt the time was right to take some time back and develop myself further in my career.  

Whilst studying for the DipFA alongside my role as a Mortgage and Protection Adviser, being a carer, and looking after a family home – I found the best times for me to study were early in the morning. I would often log in for around two hours before work and also studied during the weekends. 

Q. What tips would you give to someone preparing to study DipFA?

A. Firstly, don’t panic! It is a lot of information to absorb, and at times it may be overwhelming. However, with hard work and commitment, it is achievable. A chartered financial adviser once told me it took him three and a half years to feel comfortable in the role. This helped me realise that although I'm learning the basics, it will be a constant learning curve for a while yet. 

Q. How has completing the DipFA changed your approach to client relationships and advising techniques?

A. DipFA has allowed me to feel even more professional and qualified in the role that I do. 

Q. In what ways has the DipFA opened new opportunities or advancements for you? 

A. Studying for DipFA provided me with much better general knowledge when discussing clients' needs and finances. 

We hope so. Ready to invest in yourself? Learn more about DipFA and how it can support you to advance your career. 

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