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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 in Financial Planning - CertPFS
The Certificate in Financial Planning reflects the commercial realities of the market.
The qualification will develop your knowledge and understanding of regulatory issues, the mechanics and purpose of the main investment products on offer and the process of giving advice to clients.
It also addresses the subject of investment and risk, an area highlighted in recent years as a weakness on the part of many existing financial advisers. Holders can apply to use the designation ’CertPFS’.
Course Contents
The course is structured as 5 modules. These are:
CF1: UK Financial Services Regulation and ethnics
CF2: Investment and risk
CF3: Financial Protection
CF4: Retirement Planning
CF5: Integrated financial Planning
Examinations
From 2007, UK Certificate exams will be delivered and tested online (with the
exception of unit CF5 which, as a written exam, will continue to be offered at
centres in January, April, July and October). 5 exams in total will need to be
taken and passed in order to achieve CERTPFS qualification, 1 exam for each of
the CF modules 1-5.
Value Added Tools
We are consistently adding various products, without any charge to the student, to enhance both the delivery of the course and the learning of our students. The student is provided with:
· Mock Exam papers
· Interactive CD
· Supplementary Coursework
Formalities and Recognition
Offered/Awarded by: Chartered Insurance Institute (CII).
www.cii.co.uk
Accredited By: Qualifications and Curriculum Authority (QCA).
www.qca.org.uk
NQF Level: National Qualifications Framework Level 3.
www.qca.org.uk
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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