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CeFA Training in Coventry

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CeFA Training Introduction


CeFA courses in Coventry Since the CeFA (Certificate in Financial Advice) qualification was first introduced during the late 1990s, Coventry has always been one of our most popular CeFA training venues. We provide our CeFA training courses at dedicated training locations within Coventry city centre and at any one of four hotels in the Walsgrave area, close to junction 2 of the M6 motorway.

CeFA training 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 mortgage qualifications. However, we also provide two other CeFA learning 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 CeFA home study programme, you need no academic qualifications whatsoever, nor do you need any industry experience. In fact, the vast majority of our successful CeFA delegates came to us with no formal qualifications and absolutely no financial services experience. All our CeFA training in Coventry 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 for thousands of people throughout the United Kingdom, conducting CeFA courses in London, Cardiff, Chelmsford, Norwich, Liverpool, Birmingham, Coventry, Manchester, Sheffield, Bristol, Leicester, Leeds, Bradford, Newcastle, Nottingham, Edinburgh, Glasgow, Aberdeen and Belfast.


CeFA Qualification Structure

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

CeFA 1 - 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

CeFA 2 - 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

CeFA 3 - 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

CeFA 4 - 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

Summary of CeFA Training in Coventry

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

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What Next?

  • If you would like to express your interest in CeFA training in Coventry, please click CONTACT US.
  • If you would like to consider our CeFA distance learning (home study) option, please click CeFA ONLINE.
  • If you would like to see our course dates and prices, please click to view our COURSE PRICES.

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