What is CeFA®?
Retirement Planning - Investments
The Certificate in Financial Advice is awarded by the institute of Financial Services (IFS). It meets the requirements identified by the Financial Skilled Council (FSSC).
Under FSA rules it is compulsory to have a full CeFA® qualification if you wish to give advice on retirement planning and investments. The CeFA® qualification is made up of 4 modules, all of which must be completed to achieve the qualification.
CeFA®/CeMAP® module 1: UK Financial Regualtion
CeFA® module 2: Investment and Risks
CeFA® module 3: Retirement Planning and Protection
CeFA® module 4: Assessment of Investment Advice Knowledge
Examinations
Modules 1, 2 and 3 are assessed in a two hour exam consisting of 100 multiple choice questions. Module 4 is assessed in a two hour exam, but is made up of 60 questions based on 6 case studies.
Each exam has a minimum pass mark of 70% per unit. A mark of 80% or higher receives a merit and a mark of 90% or over receives a distinction. Should you fail a specific unit, you only have to re-sit the specific unit rather than the whole module.
Please Note: We recommend that candidates take their respective examinations within 7 days of your training, as using the unique formula has allowed us to achieve a 90% success rate in candidates examinations results.
CeMAP® Fast Track
Nationwide courses
Fast Track your CeMAP® 1, 2 and 3!
Free Access to Interactive e-Course
CeFA® Fast Track
Nationwide courses
Fast Track your CeFA® 1, 2, 3 and 4!
Referral Scheme
Earn while you learn
Gain invaluable experience
Enhance your CV
Quality Assured
As a market leader, we at Training Wizard are judged on our ability to deliver high quality courses and achieve superior pass rates.
We are so confident with our unique training methods we guarantee you will pass your exams at the first attempt otherwise we will continue to support you FREE OF CHARGE.
Please note: Our CeMAP® and CeFA® training courses are designed for individuals who are new to the mortgage industry and those that have no mortgage background whatsoever.
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