Certificate in Financial Planning
Course
In London
Description
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Type
Course
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Location
London
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Duration
1 Week
Facilities
Location
Start date
Start date
Reviews
Course programme
Certificate in Financial Planning - CertPFS
The Certificate in Financial Planning reflects the commercial realities of the market. The qualification will develop your knowledge and understanding of regulatory issues, the mechanics and purpose of the main investment products on offer and the process of giving advice to clients. It also addresses the subject of investment and risk, an area highlighted in recent years as a weakness on the part of many existing financial advisers. Holders can apply to use the designation 'CertPFS'.
Who is it for?
The Certificate in Financial Planning is ideal for those intending to become financial advisers or who work in a related administrative or technical support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) and satisfying their requirements with regard to ‘appropriate’ qualifications for financial advisers.
By completing the Certificate you will gain a solid grounding in the financial services market in general and financial planning advice in particular.
The qualification will develop your knowledge and understanding of:
- regulatory issues;
- the mechanics and purpose of the main investment products; and
- the process of giving advice to clients.
Successful completion will allow you to demonstrate your knowledge and understanding of the market and will confirm your ability to function effectively within it as a qualified provider of financial advice.
Course Contents
The course is structured as 5 modules. These are:
CF1: UK Financial Services Regulation and ethnics
CF2: Investment and risk
CF3: Financial Protection
CF4: Retirement Planning
CF5: Integrated financial Planning
Examinations
From 2007, UK Certificate exams will be delivered and tested online (with the exception of unit CF5 which, as a written exam, will continue to be offered at centres in January, April, July and October). 5 exams in total will need to be taken and passed in order to achieve CERTPFS qualification, 1 exam for each of the CF modules 1-5.
Value Added Tools
We are consistently adding various products, without any charge to the student, to enhance both the delivery of the course and the learning of our students. The student is provided with:
· Mock Exam papers
· Interactive Course Material CD
· Supplementary Coursework
The Training
Your success lies in you dedicating time during the course, for studying from your course start date. The courses are held by our in house tutors who have over 30 year combined experience in the Financial Services industry. The course will include formal lecture training, workshops, case studies and practice examinations.
Key benefits
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
Certificate in Financial Planning