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CeFA Training Introduction
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 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:
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CeFA 1 - UK Financial Regulation
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CeFA 2 - Investment and Risk
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CeFA 3 - Protection and Pensions
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CeFA 4 - Assessment of Financial Advice and Knowledge
To achieve an overall pass with the
CeFA qualification, you need to pass each of the 4 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
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.
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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.
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