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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
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