CEFA® 2,3,4 Training £1295.00 plus vat

Aim

Since 1986 the giving of financial advice has been regulated. One of the prerequisites of becoming authorised to give advice is to hold a recognized qualification such as Cefa® . In the current climate many employers within financial services are looking only for those candidates who hold this qualification. By moving onto this course you have indicated to employers and yourself that you wish to follow the financial advice route either as an Independent Financial Advisor (IFA) or as a tied advisor typically found in banks etc, as opposed to giving mortgage advice.

CeFa® is made up of 4 modules; module 1 (the common module for both Cefa® and Cemap® ) is known as UK Financial Regulation and consists of two units; unit 1 an introduction to the financial services environment and products, unit 2 looks at UK financial services and regulation. Module 2 covers investments and risks, again split into 2 units, unit 3 principles of investment and unit 4 investment products. Module 3, retirement planning and protection, once more comes in 2 units, unit 5 protection and unit 6 retirement planning. The final module, module 4, is where we put all this learning into a practical sense and consists of one synoptic exam (case studies based).

FAQ:

Do I need any previous experience or formal qualifications prior to coming onto the course?

No, the course is specifically designed for people with no previous experience and from all walks of life. However, we do strongly recommend that you attend the cemap® 1 / cefa® 1 course first.

Is there any work to do before the course or is it all covered in the classroom?

Prior to commencing the course you will be sent the IFS manual, you should at least be familiar with its contents. As with all courses you get out of it what you put in.

I have not undertaken any formal training since I left school, won't that be a problem?

Not at all, many people in the class will be in your position. Our experienced trainers put everyone at their ease, recognizing that we are all individuals and learn in different ways. In addition, class sizes are small, thereby ensuring that everybody has the chance to benefit from the trainers experience.

If I found Cemap® 1 / CeFa® 1 challenging, won't I find this course more so, particularly as you are doing this over only 6 days?

Surprisingly many of our delegates find this to be easier than the first part. To many delegates the first part was their initial introduction into what is a diverse field, this next course build on the knowledge gained, admittedly though in much more depth.

So what areas will I learn?

On this course we will look at: money, basic legal concepts, asset classes, National Savings, life assurance, pensions, mortgages, taxation, social security benefits, the structure and purpose of the FSA, money laundering, compensation schemes, data protection, advice and the process of advice. Quite a varied list. In addition we add value to our courses by putting everything we learn into a practical scenario. You will be amazed to find out how much you learn about your own finances!

What's the exam like?

The exam is a multi choice exam taken at a driving test centre. It is split into two parts each consisting of 50 questions. In order to pass you need to get 35 right in each section. If you are unfortunate and miss out on one section, then, you need only retake that part.

Class Environment
Classes are kept to maximum of 8 learners to increase productivity and learning experience. This enables the trainer to give the personal attention to each learner. 

Why should I choose your organization for my training?

That's a good question and obviously whatever we say will undoubtedly be biased. Our trainers are vastly experienced, not only in the training field but in actually doing the job, having been top salespeople and top sales managers. They therefore know how to succeed and what employers are looking for. What we would say is take a look at what our trainers previous delegates have said.

Some of your competitors promise a job, do you?

No. We do suggest that you look at what they are offering. Self - employment is not employment.

How come you don't offer lunch?

We believe that you come on to our courses to learn, not for the quality of our picnics! Additionally of course, by not providing you with an inadequate sandwich we can keep our rates down giving you more value for money at a highly competitive price.

CeMap® /CeFa® Modules

Price

Duration

CeMap® /CeFa® Module 1

£795.00

4 days

CeFa® Module 2

£495.00

2 days

CeFa® Module 3 & 4

£795.00

4 Days

CeFa® 2, 3 and 4 (Combined)

£1295.00

6 Days

CeFa® (Module 1, 2, 3, and 4)

£1695.00

10 Days