 CeFA (Certified Financial Adviser) training is the first step to take if you are looking to become a financial adviser either self-employed or employed, and CeFA training courses are widely recognised to be the easiest and most effective way to achieve success with these valuable mortgage qualifications.
To become successful on our CeFA courses or our home study programme, you need no academic qualifications whatsoever, nor do you need any industry 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/financial sectors.
Our professionally qualified CeFA trainers have provided CeFA training for thousands of people throughout the United Kingdom and overseas.
To achieve an overall pass with this CeFA qualification, you need to pass each of the following three (3) CeFA Modules:
CeFA Qualification Structure
The CeFA qualification is divided into the following 4 modules:
- CeFA 1 - UK Financial Regulations
- CeFA 2 - Investment and Risk
- CeFA 3 - Protection and Pensions
- 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
Units 1:
- Financial services products
- Insurance
- Mortgages
- Investments
- Pension
- Tax
Unit 2:
- FSA rules and regulations
- Money laundering
- Data protection
- Principles of business
- Objectives of FSA
CeFA 2 : Investments and Risks (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
CeFA 3 : Protection and Retirement Planning (Units 5 & 6)
Unit 5: Protection
- Term assurance
- Accident and sickness cover
- Income protection policy
- Critical illness policy
- Private medical insurance
- Long term care policy
- Pension term assurance
- Whole of life policy
- Endowment policies
- Will
- Inheritance tax
- Trust
Unit 6: Retirement Planning
- Basic state pension
- National insurance contribution
- Occupational pension scheme
- Personal pension
- Stakeholder pension
- Life annuities
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.
Option 1
Group Classroom Training |
Option 2
Distance Learning CeFA Training |
Option 3
One-to-One CeFA Training |
This is by far the most common training option available in the market, with most CeFA training companies providing no other alternative whatsoever. The usual format is as follows:
CeFA1 is will usually be taken first, although there are alternative strategies depending on the people involved.
We recommend that CeFA delegates should spend between 40 and 60 hours of study on each of the three CeFA Modules.
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For those who would find it difficult to attend physical sessions or remain away from work, a home-based learning option might prove to be a better alternative for you. |
This will be more focussed on your learning needs. |
Frequently Ask Questions
Please click here to find FAQs about CeFA programme. |
