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.
Suitable for: Anyone wanting to become a competent mortgage advisor.
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Certificate in Financial Planning - CertPFS
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'.
The course is structured as 5 modules. These are:
UK Financial Services Regulation and ethnics
CF2: Investment and risk
CF4: Retirement Planning
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). As a GOLA centre,
students taking the CII CF1-4 can take their exams at our academy. 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.
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 CD
Formalities and Recognition
by: Chartered Insurance Institute (CII).
Qualifications and Curriculum Authority (QCA).
National Qualifications Framework Level 3.
Recognised by the Financial Services Authority (FSA) as an appropriate
Further Information: It meets the
requirements identified by the Financial Services Skills Council (FSSC).
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
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