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

Sabino Russo. Financial Planner
 

COURSES

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

Certificate in Life & Pensions - Cert CII (Life and Pensions)

The days when only front-line financial services sales staff needed qualifications are long gone. The Regulator expects staff at all levels and across all functions to demonstrate that they have the necessary skills to perform effectively.

This is why the CII has developed the Certificate in Life and Pensions: for those following financial services careers in administration, customer support, compliance and technical guidance, within both company and intermediary organisations.

The Certificate provides a dedicated learning pathway delivering the knowledge you need to perform effectively and progress your career. It is a modular qualification that allows you to self-select from 17 available units so that you build a learning programme matched to your job role or career requirements.


- Course Details -
- LFTA Benefits with you in mind -
Maximum Students Per Class
6
As well as receiving more individual attention it has been proved that smaller classes improves learning.
Study Class Times
Monday - Thursday 9am - 9pm & Saturday 9am - 2 pm
At LTFA we do not expect you to give up work to study as a result this course has been arranged to include flexible hours.
Course Duration
1 Week per module
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.
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 units cover a broad range of topics across the financial services sector. Candidates have access to the units covered by the Certificate in Financial Planning, and the Diploma in Financial Planning as well as specialist units on specific financial planning areas such as equity release and group risks.

Completion will re-enforce your credentials as a career professional and make you eligible to apply to use the designation ‘Cert CII (Life and Pensions)’.



Course Contents

  • CF1 UK financial services, regulation and ethics
  • CF2 Investment and risk
  • CF3 Financial protection
  • CF4 Retirement planning
  • CF8 Long term care insurance
  • ER1 Equity release
  • FA1 Life office administration
  • FA2 Pensions administration
  • GR1 Group risks
  • HR1 Home reversion plans
  • J01 Personal tax
  • J02 Trusts
  • J03 The tax and legal aspects of business
  • J04 Pension funding options
  • J05 Pension income options
  • J06 Investment principles, markets and environments
  • J07 Supervision in a regulated environment



Examinations

It is a modular qualification that allows you to self-select from 17 available units so that you build a learning programme matched to your job role or career requirements. Most modules would be examined multiple choice.

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).
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 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

 

Choose your Payment Option

For maximum flexibility we have provide you with two payment options for this course.

OPTION 1

Pay as you go £489.99 per module

 

OPTION 2

Book 5 modules and receive 10% discount £2204.95

 

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