Certificate for Financial Advisers (CeFA)
CeFA
is required by any individual who wishes to advise customers on
investment, retirement planning and protection options. CeFA consists of
four modules that enable you to develop an extensive knowledge and
understanding of UK financial regulation, investments and the risks that
go with them, retirement planning and protection. The final module will
test your ability to synthesise knowledge of these subject areas as
effective and consumer-focused financial advice.
Course
Contents
The qualification comprises four modules:
1.
UK Financial Regulation
2. Investments and Risks
3. Retirement
Planning and Protection
4. Assessment of Investment Advice Knowledge
Examinations
Module
1 is assessed by a two-hour, 100 question, multiple choice examination.
Both units in Module 2 and Module 3 contain 40 MCQ's and two case-studies
of five questions each. The fourth module is a two-hour multiple-choice
examination, it comprises six case-studies each containing ten questions.
These are delivered electronically with results given immediately.
Pass
70%
Merit 80%
Distinction 90%
Students must achieve a minimum
of 70% in each unit. If students don't gain 70% in any unit/s within a
module they will have to re-sit.
Value Added Tools
A
comprehensive learning manual is provided with your initial registration
with the ifs School of Finance.
Additional
study materials designed to complement the learning manual can be
purchased in the form of:
·Specimen examination papers
·Revision
notes
·CD Competence Development Tool (CDT)
Formalities
and Recognition
Offered by: Institute of Financial
Services (ifs School of Finance).
Awarded
by: Chartered Institute of Bankers (CIB).
Accredited By: Qualifications
and Curriculum Authority (QCA).
NVQ Level: National
Qualifications Framework Level 3.
Recognition: Recognised by
the Financial Services Authority (FSA) as an appropriate qualification.
Further Information: It meets the requirements identified by the
Financial Services Skills Council (FSSC).
The Training
Your
success lies in you dedicating time to prepare for the course, by self
studying prior to the course start date. The courses are held by our in
house tutors who each have a minimum of 25 years experience in the
Financial Services industry. The course will include formal lecture
training, workshops, case studies and practice examinations.
Key
benefits
Free retake option (Terms and Conditions apply)
Access to your tutor for post course questions and help Structured
revision sessions to help you prepare for your exam Additional revision
materials to help you
