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Certificate for financial advises (CeFA) is awarded by the institute of financial
services (IFS) The CeFA qualification me...
CeFA 2 - Module Two - Investment and Risks Units 3 & 4.

The Investments and Risks module is split into two units focussin...
CeFA 3 - Module Three - Retirement Planning and Protection Units 5 and 6.

The Retirement Planning and Protection module i...
CeFA 4 - Module Four - Assessment of Investment Advice Knowledge.

The final knowledge assessment module requires you to a...
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WebEmploy - CeFA syllabus

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WebEmploy - CeFA syllabus

  1. 1. Certificate for financial advises (CeFA) is awarded by the institute of financial services (IFS) The CeFA qualification meets the requirements identified by the Financial Services Skills Council (FSSC). CeFA is accredited by the Qualifications and Curriculum Authority (QCA) and incorporated into the national Qualifications framework at level 3. CeFA consists of four modules as follows: CeFA 1 - Module One - UK Financial Regulation Units 1 & 2. UK Financial Regulation is a broad-based module that focuses upon the purpose and structure of the UK financial services structure. The module is split into two units, focusing on the financial services environment and regulation of the environment respectively. • UK financial services industry structure • Financial asset classes • Financial services products • Financial advice and regular reviews • Legal concepts • UK taxation and social security systems • Inflation, interest rate volatility • Non tax laws • FSA regulation • FSA's conduct of business rules • Anti-money laundering rules • Complaints and compensation • Data Protection Act 1998 Unit 1 - Introduction to the Financial Services Environment and Products (1hr Examination 50 MCQ's) Unit 2 - Financial Services and Regulation (1hr Examination 50 MCQ's)
  2. 2. CeFA 2 - Module Two - Investment and Risks Units 3 & 4. The Investments and Risks module is split into two units focussing upon the principles of investment and investment products. • Macro environment factors • Taxation • Investment returns • Investors risk • Asset allocation • Investment plannings • Tax planning strategies, calculation and procedures • Legal framework for providing advice • Asset classes • Product types • Applying suitable investment product solutions Unit 3 - Principles of Investment (1 hr Examination - Section A 40 MCQ's, Section B - 2 Case Studies of 5 questions each) Unit 4 - Investment Products (1 hr Examination - Section A 40 MCQ's, Section B - 2 Case Studies of 5 questions each)
  3. 3. CeFA 3 - Module Three - Retirement Planning and Protection Units 5 and 6. The Retirement Planning and Protection module is split into two units that focuses upon the main aim and strategies of retirement planning and the purpose and scope of financial protection. • Financial protection • Life assurance • Income protection policies • Mortgage related insurance • Retirement planning • Tax treatment of pensions • State pension benefits • Pension schemes • Investment of pension funds • Legislation and taxation Unit 5 - Retirement Planning (1 hr Examination - Section A 40 MCQ's, Section B - 2 Case Studies of 5 questions each) Unit 6 - Protection (1 hr Examination - Section A 40 MCQ's, Section B - 2 Case Studies of 5 questions each)
  4. 4. CeFA 4 - Module Four - Assessment of Investment Advice Knowledge. The final knowledge assessment module requires you to apply the knowledge and understanding of modules one, two and three in order to apply suitable financial solutions within the regulatory and ethical framework. • UK financial services industry, regulation and ethics • Investments and risk • Protection • Retirement planning (2 hr Examination - 6 Case Studies with 10 MCQs each) • All CeFA examinations are multiple-choice, and can be sat at a choice of over 150 test locations throughout the United Kingdom subject to availability. • Each CeFA Module examination assessment last for 2 hours and the results are provided to you before you leave the testing centre. • Registration with the Institute of Financial Services (Ifs) for each module cost £135 (£540 total cost for CeFA 1, 2 , 3 & 4) and is valid for 12 months. • Registration includes the Ifs learning manual and an examination entry. • There is no pre-course study required and our CeFA courses are delivered at our fully equipped training centre. • The CeFA Training Solutions CeFA training courses include; supplementary paperwork, numerous sample test papers and online testing. Our courses are designed for small groups of normally 8 to 10 students allowing for individual support and attention providing you with true value for money. Grading Pass 70% Merit 80% Distinction 90%

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