Blue Cherry Financial Training Blue Cherry Financial Training

CeFA® Training

 |  COURSE DATES CEMAP TRAINING  |  DIPLOMA - DipFA  |  CEMAP ONLINE  |  CEFA TRAINING  |  CONTACT US  |
Home
Course Dates
About Us
Brief History
Learning Options
Common Questions
Testimonials
Our Prices
Payment Options
Contact Us
Privacy Policy
Trading Terms
Tell A Friend
Useful Links
Blue Cherry Financial Training Blue Cherry Financial Training

CeFA® Training Introduction

cefa training is your key to success
CeFA® training (Certificate in Financial Advice) is the first step you need to take if you are looking to become a financial adviser, whether self-employed or employed, and intensive CeFA® training courses are widely recognised to be the fastest and most effective way to achieve success with these valuable financial qualifications. However, we provide 3 different CeFA TRAINING OPTIONS , so we have a CeFA® solution to match everyone's budget and personal circumstances.

To be successful on our CeFA® intensive courses or our home study programme, you need no academic qualifications whatsoever, nor do you need any industry experience. In fact, over 95% of our successful CeFA® delegates came to us with no formal qualifications and absolutely no financial services experience. All our CeFA® courses are specifically designed for individuals who are completely new to the mortgage industry, although we also train many who currently work within the banking and mortgage sectors.

Since the late 1990s, our professionally qualified CeFA® trainers have provided cefa Training in West Yorkshire CeFA® training for thousands of people throughout the United Kingdom, conducting CeFA® courses in London, Cardiff, Chelmsford, Norwich, Liverpool, Birmingham, Manchester, Sheffield, Bristol, Leicester, Leeds, Bradford, Newcastle, Nottingham, Edinburgh, Glasgow, Aberdeen and Belfast. Please view our TESTIMONIALS page for evidence of our CeFA® successes and to see what our CeFA® delegates say about our CeFA® service, then hit the back button to return here.


CeFA® Qualification Structure

The CeFA® qualification is divided into the following 4 modules:
  • CeFA1® - UK Financial Regulation
  • CeFA2® - Investment and Risk
  • CeFA3® - Protection and Pensions
  • CeFA4® - Assessment of Financial Advice and Knowledge

To achieve an overall pass with the CeFA® qualification, you need to pass each of the 4 modules:

CeFA1® - UK Financial Regulation (divided into Units 1 & 2)

Unit 1 topics are:

- The UK financial services industry
- Financial asset classifications
- Financial services product types
- Financial advice areas
- The process of giving financial advice
- Legal concepts relevant to financial services
- The impact of inflation and other economic factors

Unit 2 topics are:

- The main aims and activities of the FSA
- How other laws impact on businesses and the process of advising clients
- The FSA approach to regulation
- FSA rules and control structures within firms

CeFA2® - Investments and Risks (divided into Units 3 & 4)

Unit 3: Principles of Investment

- Investments and risks
- Risk
- The taxation of investments

Unit 4: Investment Products

- Deposit-based investments
- Fixed-interest investments
- Asset-backed investments (shares, etc)
- Other asset-backed investments
- Life assurance
- Uses and abuses of investment products

CeFA3® - Protection and Retirement Planning (divided into Units 5 & 6)

Unit 5: Protection

- The purpose and scope of financial protection
- State and local authority benefits
- Life assurance policy bases
- Protection against the financial implications of death
- Protection in the event of illness or accident
- Underwriting the risks
- From proposal to claim
- Wills and intestacy
- Inheritance tax
- Trusts

Unit 6: Retirement Planning

- The individual's position at retirement
- Pensions from the state
- Tax treatment of pensions
- Pensions from the employer
- Individual pension arrangements
- Pensions from previous employment
- Rules relating to pension benefits
- Options on retirement
- Recommending pension solutions
- Non-pension retirement solutions
- Other pension-related issues

CeFA4® - Assessment of Financial Advice and Knowledge

This is a case study examination, which tests our ability to apply the theory that was described in the first 3 CeFA® modules.


The Benefits of Professional CeFA® Training

- Much easier than having to learn from the IFS manuals without assistance and guidance

- You can complete the CeFA® courses quickly and without distraction

- The course content is presented in bite-sized chunks (study blocks) for easy learning

- Each study block has its own test, which is completed and marked in the group

- Support is immediately available from our top quality CeFA® trainers

To be successful on our CeFA® courses, you need no academic qualifications whatsoever, nor do you need any industry experience. In fact, over 95% of our successful CeFA® delegates came to us with no formal qualifications and absolutely no financial services experience. Although we also provide  CeFA® courses for those who currently work within the banking and mortgage sectors, our CeFA® training courses are specifically designed for individuals who are completely new to the mortgage industry. Please read on if you would you like to discover how we can give you all the advice you need to get you started with your new, exciting and lucrative mortgage business.


Most Common CeFA® Questions From New Visitors

- How much would the CeFA® courses cost me? - Click to see this and other COMMON QUESTIONS.
- What if I am unsuitable for CeFA® training? - Click to see why you are probably not UNSUITABLE.


Summary of CeFA® Training Courses in West Yorkshire or Leeds

OK, that's the end of this CeFA® introduction and I hope you found it to be informative.

Before you move on, you might want to add this page to your favourites list so you can find us easily if you ever want to revisit us in the future. To add this page to your favourites list:

  • In AOL - click the small red heart at the top of this page.
  • In Netscape - Press CTRL-D.
  • In Internet Explorer - 


If you would like to express your interest in this CeFA® opportunity to now study in Leeds, you can do so by clicking on the link to our CONTACT US form.

Alternatively, you may continue to browse around our site at your leisure by clicking on the any of the buttons in the top left margin.  
BACK TO TOP

Blue Cherry CeFA Training
Blue Cherry Financial Training

Valid HTML 4.01 Transitional Valid CSS!

CeFA®, CeMAP® and DipFA® are registered trademarks of ifs University College.
Use of these marks by Blue Cherry Financial Training does not imply any endorsement of our training courses by ifs University College. 

Copyright © 2004-2014: Blue Cherry Consultants Limited. All Rights Reserved.

 |  CeMAP  |  CeFA Online  |  CeFA Training  |  CeFA Training in Birmingham  |  CeFA Training in Bradford  |  CeFA Training in Coventry  |  CeFA Training in Leeds  |  CeFA Training in Leicester  |  CeFA Training in Liverpool  |  CeFA Training in London  |  CeFA Training in Manchester  |  CeFA Training in Newcastle  |  CeFA Training in Nottingham  |  CeFA Training in Sheffield  |  CeFA Training Methods  |  Confirmation  |  Contact Us  |  Friends  |  PayPal Return  |  Unsuitable  |  Unsuitable  |