Certificate for Financial Advisers - CeFA 3
Course
In
Description
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Type
Course
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Duration
3 Days
By the end of the course, delegates will be able to demonstrate a level of knowledge and understanding about protection and retirement planning. Suitable for: Certificate for Financial Advisers - (CeFA®) Required qualification for those who wish to advise on investment, retirement planning and protection.
Facilities
Location
Start date
Start date
About this course
No pre-course requirements. Those attending the course are sent a set of our CeFA3 revision notes beforehand, so that they can familiarise themselves with the material.
Reviews
Subjects
- Financial
Teachers and trainers (1)
Graham Hall
Managing Director - Douglas James Training Ltd
Has worked in financial services since 1972, firstly as a sales consultant and then training manager. Regional training manager with Laurentian Life and Lincoln Financial Group until Dec 2000, when Douglas James Training was set up.
Course programme
Certificate for financial advisers - cefa 3
- required qualification to advise on investment, retirement planning and protection.
- Comprises four modules:
- o retirement planning and protection - 80 multi-choice + 4 case studies.
What's covered on the course ?
- using our revision notes, the trainer will take you through the key areas of the exam, with a simple step-by-step approach to each section.
- You'll be given essential tips on exam technique and how to maximize your marks.
- To reinforce your understanding as you go along, multi-choice and single-answer questions will be shown on powerpoint.
- Once each section has been covered, a paper-based multi-choice question test is completed so you can measure your progress - the trainer will provide full feedback on the questions.
- Once a full unit has been covered, it's time for a mock exam paper ! the trainer will be there to give you full feedback.
- The normal running time is 09. 30am to approximately 16. 45pm.
- Refreshments and lunch are provided.
- After the course, a course completion certificate is provided for you.
Certificate for Financial Advisers - CeFA 3