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Certificate in Financial Planning - Cert CII (CeFP) Classroom Learning

Certificate in Financial Planning - Cert CII (CeFP) Home Learning

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 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	3 Months	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.

Who is it for?

The Certificate in Financial Planning is ideal for those intending to become financial advisers or who work in a related administrative or technical support role. It develops an understanding of the sector, reflecting the priorities of the Financial Services Authority (FSA) and the Financial Services Skills Council (FSSC) and satisfying their requirements with regard to ‘appropriate’ qualifications for financial advisers.

By completing the Certificate you will gain a solid grounding in the financial services market in general and financial planning advice in particular.

The qualification will develop your knowledge and understanding of:

regulatory issues;
the mechanics and purpose of the main investment products; and
the process of giving advice to clients.

Successful completion will allow you to demonstrate your knowledge and understanding of the market and will confirm your ability to function effectively within it as a qualified provider of financial advice.

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

(CF1) UK financial services, regulation and ethics

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.

(CF2) Investment and risk

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

economic and other factors affecting investment returns;
key features of the different asset classes and product types and the role of ethical investment in financial advice;
risks involved in investment, how risks affect returns and the risk profile of investors;
taxation considerations in the investment process;
importance of asset allocation in investment decisions;
effect of other issues on investment planning.

(CF3) Financial protection

At the end of this unit, candidates should be able to understand the:

purpose and scope of financial protection products and how they interact with State benefits;
main features and functions of the different types of contracts and how they are arranged in order to meet the individual client’s protection needs;
main protection needs of businesses.

(CF4) Retirement planning

At the end of this unit, candidates should be able to understand the:

effect that retirement planning has on clients before, at and after retirement;
impact that taxation and legislation have on retirement planning;
different types of individual, occupational and State pension schemes;
main options for drawing benefits at retirement;
use of alternative investments in retirement planning;
effect of divorce on retirement planning.

(CF5) Integrated financial planning

At the end of this unit, candidates should be able to apply:

their knowledge and understanding of the financial services industry and its regulation;
their knowledge and understanding of the products and processes tested in CF1-4.

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 all exams taken at Cii centres arranged via the Cii.

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).

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.

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 Planning course for a limited time only; gain a new career for a fraction of the price today.

Certificate in Financial Planning ~~£2559.98~~

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

Certificate in Financial Planning - Cert CII (CeFP) Home Learning