Certificate in Financial Planning

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:

1. regulatory issues;
2. the mechanics and purpose of the main investment products; and
3. 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

- Course Details -- LFTA Benefits with you in mind -Maximum Students Per Class6As well as receiving more individual attention it has been proved that smaller classes improves learning.Study Class TimesMonday - Thursday 5pm - 9pm & Saturday 9am - 2 pmAt LTFA we do not expect you to give up work to study as a result this course has been arranged around normal working hours.Course Duration1 Week per moduleMany course providers cram their courses in back to back days. At LFTA we do not believe in craming we believe in learning.Pass GuaranteeYES! we will coach you until you PASS!We are so confident of our specialist learning techniques that this course is backed with a pass guarantee, we will coach you until you pass.Avaliable Study CentresLondon & Birmingham, Leeds coming soonOur aim is to provide our students with learning centres as close to home as possible as a result we are adding numerous new learning centres in 2009.