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03-06-2007
The Financial Training Academy achieves the authorised and approved Edexcel Centre status. Click here for more info.
01-06-2007
The Financial Training Academy becomes affiliated with The Financial Recruitment Academy. This exciting association will provide an excellent opportunity for our students to get into their chosen careers fast. Click here for more info.
16-02-2007
Pearson VUE authorize and approve The Financial Training Academy to host and conduct their online exam facilities. Click here for more info.
25-01-2007
The Financial Training Academy launches its online presence
with its professional and informative website. The site
has been developed by Cotswold
Creative. Click
here to read this news story in full.
16-01-2007
The Financial Training Academy announces its strategic
alliance with the Mortgage Times Group. Students studying
with us shall now have the opportunity to work with the
largest Mortgage Packager in the UK.
02-01-2007
The Financial Training Academy proudly announces its new
facilities in the heart of the City of London. The company’s
operations are now at Bank, EC2, providing excellent commuter
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Download Product Information Paper
Certificate for Financial Advisers (CeFA)
CeFA® is required by any individual who wishes to advise customers on investment, retirement planning and protection options. CeFA® consists of four modules that enable you to develop an extensive knowledge and understanding of UK financial regulation, investments and the risks that go with them, retirement planning and protection. The final module will
test your ability to synthesise knowledge of these subject areas as effective and consumer-focused financial advice.
Course Contents
The qualification comprises four modules:
1. UK Financial Regulation
2. Investments and Risks
3. Retirement Planning and Protection
4. Assessment of Investment Advice Knowledge
Examinations
Module 1 is assessed by a two-hour, 100 question, multiple choice examination.
Both units in Module 2 and Module 3 contain 40 MCQ's and two case-studies of five questions each.
The fourth module is a two-hour multiple-choice examination, it comprises six case-studies each containing ten questions.
These are delivered electronically with results given immediately.
Pass 70%
Merit 80%
Distinction 90%
Students must achieve a minimum of 70% in each unit. If students don't gain 70% in any unit/s within a module they will have to re-sit.
Value Added Tools
A comprehensive learning manual is provided with your initial registration with the ifs School of Finance.
Additional study materials designed to complement the learning manual can be purchased in the form of:
•Specimen examination papers
•Revision notes
•CD Competence Development Tool (CDT)
Formalities and Recognition
Offered by: Institute of Financial Services (ifs School of Finance).
www.ifslearning.co.uk
Awarded by: Chartered Institute of Bankers (CIB).
www.ciob.org.uk
Accredited By: Qualifications and Curriculum Authority (QCA).
www.qca.org.uk
NVQ Level: National Qualifications Framework Level 3.
www.qca.org.uk/493.html
Recognition: Recognised by the Financial Services Authority (FSA) as an appropriate qualification.
www.fsa.gov.uk Further Information: It meets the requirements identified by the Financial Services Skills Council (FSSC).
www.fssc.org.uk
The Training
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 examinations.
Key benefits
Free retake 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
Download Product Information Paper
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