homeour email

"Every tutor brings valuable real-life experience to the classroom"

Sabino Russo. Financial Planner
 

COURSES

Certificate in Mortgage Advice
Certificate in Financial Planning
Certificate in Life & Pensions
Certificate in Financial Admin
Certificate in Professional Sales
Certificate in Equity Release

Certificate in Financial Administration - Cert CII (CFA) Classroom

Certificate in Financial Administration - Cert CII (CFA) Home Learning

If you're already working in financial services - perhaps as an administrator for a financial adviser, bank or building society - studying for the Certificate is a great way to sharpen your skills and strengthen your promotion prospects.

If you're a new entrant, gaining the Certificate could gain you your first job in financial services.

Once you've completed module 1, which gives you a solid grounding in the financial services industry, you will then move on to the Life Offices Administration module.


- Course Details -
- LFTA Benefits with you in mind -
Maximum Students Per Class
8
As well as receiving more individual attention it has been proved that smaller classes improves learning.
Study Class Times
2 days per week between Monday - Friday 10am - 3pm
At LTFA we say don't give up your day job to study, as a result the course times have been arranged to be as flexible as possible.
Course Duration
4 Weeks
Many course providers cram their courses in back to back days. At LFTA we do not believe in cramming we believe in learning.
Pass Guarantee
YES! we will coach you until you PASS!
We are so confident of our specialist learning techniques that this course is backed with a pass guarantee, we will coach you until you pass.
Job Guarantee
YES! we will help up find work once qualified!
We will use our vast contact network to help you find work once qualified guaranteed.*
Available Study Centres
London & Birmingham, Leeds coming soon
Our aim is to provide our students with learning centres as close to home as possible as a result we are adding numerous new learning centres in 2009.



Qualification


At the end of your course you will be ready to sit and pass the exam for the Chartered Insurance Institute Certificate in Financial Administration (CFA). On completion of your Module 2A study you will be awarded the CFA (Life).

Your CFA studies will let you take control of your career, growing and developing your skills at a pace to suit you. The course will also make your CV stand out to potential employers. It demonstrates your understanding of the UK financial services sector, shows you are keen to maximise your personal development and are committed to acquiring knowledge about this dynamic field. It's a great way to help you find your dream job.

(CF1) UK financial services, regulation and ethics  - (Mandatory Module) -

At the end of this unit, candidates should understand the:

  • purpose and structure of the UK financial services industry;
  • different financial asset classes and product types;
  • process of giving advice and the main areas covered;
  • ethics, regulatory processes, rules and legislation underpinning UK financial services;
  • use of the FSA’s regulatory powers and responsibilities to protect the market’s integrity and the impact on individuals and firms of the FSA’s regulatory powers.

 

Then

(FA1) Life office administration

At the end of this unit, candidates should understand the:

• basic product types, including group life;
• principles of financial and medical underwriting;
• policy issues likely to arise with life policies;
• administration of life policies, including the different payment methods and consequences of non-payment;
• handling of life policy claims.



Course Contents

Your course material will cover a wide variety of topics and subjects.

This course is made up of two modules. The first module gives you a background to the financial services industry. For the second module you can choose between Life Offices Administration and Pensions Administration, depending on your interests.

Your course is designed to allow you to learn logically, at your own pace. Each new study unit builds on the knowledge you gain in the earlier units. This makes it easy to monitor your own progress as you work through the material. You don't need to know anything about the subject before you start.

  1. Benefit administration
  2. Use of the FSA's regulatory powers
  3. Long-term life insurance and assurance market and its products
  4. New business administration
  5. Policy administration
  6. Administration of new and existing business
  7. Ethics, regulatory processes, rules and legislation underpinning UK financial services claims administration
  8. Development and nature of pensions provision
  9. Knowledge of the range of pension products


Careers

The Financial Services Regulator expects staff at all levels and across all functions of the industry to demonstrate that they have the necessary skills to perform effectively.

As a result, the importance of this course and the CFA qualification cannot be overstated. By training for one of the financial service sector's most respected qualifications, you will put yourself in line for a wide choice of jobs as a Financial Administrator paying up to £26,000* per annum.

*Source: Hays

Example Roles

Financial Administrator
£27,000
Source: TotalJobs website listing 12/08
Financial Administrator
£27,000 - £35,000
Source: Jobsite website listing 12/08




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 Course Material CD
· Supplementary Coursework

Formalities and Recognition

Offered/awarded by: Chartered Insurance Institute (CII).

Examinations are taken and booked direct with CII, Exam fees are not included in course price.
 
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 during the course, for studying from your course start date. The courses are held by our in house tutors who have over 30 year combined experience in the Financial Services industry. The course will include formal lecture training, workshops, case studies and practice examinations and the second module will be given as distance learning..

Key benefits

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

 

Prices

In financial year 2008-2009 LFTA completed 100+ Cii Mortgage Advisor courses.  To celebrate we are offering 50% off our Certificate in Financial Administration course for a limited time only; gain a new career for a fraction of the price today.

Certificate in Financial Administrator £559.98

50% off Discount Price for a limited time only £279.99

or

Why not split the cost into 2 simple Monthly Payments and receive 40% discount only £167.99 per month

Do you want to become qualified via Home Learning? Click below for your solution, its cheaper !!!

Certificate in Financial Administration - Cert CII (CFA) Home Learning

 

E-mail: info@learn-financial.com | 2003 - 2009 © Learn Financial Ltd