Certificate for Financial Advisers (CeFA ® ) Achieving the Certificate for Financial Advisers (CeFA ® ) will enable you to gain a thorough understandin g of the principles of good advice and the financial services industry. CeFA ® enables you to develop an extensive knowledge and understanding of UK financial regulation, investments and the risks that go with them, retirement planning and protection. It will also establish your ability to synthesise knowledge across product areas. Studying CeFA ® demonstrates a desire to continue your professional development, improves career and promotion prospects and can offer access to further professional development. Upon successful completion of CeFA ® you will understand: l The purpose and structure of the UK financial services industry l Regulation of the financial services environment l Taxation, asset allocation, investment planning and investment products l The purpose and scope of Financial Protection l The main aim and strategies of retirement planning l How to apply and select suitable financial solutions within the regulatory and ethical framework Study and learning resources CeFA ® is a distance learning qualification, allowing you to study at a pace and time that suits you. A comprehensive set of learning materials is provided at registration, both in hard copy and online via the information gateway my ifslearning. Specimen examination papers, revision notes and online tutor support is also available to support your studies. Registration Register online at www.iofs.org.uk/ OnlineRegistration or download a registration form at www.iofs.org.uk/CeFA. You can also register by phone on +44 (0)1227 818609 (option 1). Please have your Visa / Mastercar d / Debit card to hand when you call. The Institute of Financial Services is a division of the ifs School of Finance, a registered charity, incorporated by Royal Charter. Facts at a glance l The ifs Level 3 Certificate for Financial Advisers (CeFA ® ) is a Qualifications and Credit Framework (QCF) qualification accredited by Ofqual l CeFA ® consists of four mandatory modules l Registration costs £155 per module and is valid for 12 months l Registration includes learning materials, initial assessment entry and online access to any relevant updates during the registration period l Assessment for CeFA ® consists of a 2-hour multiple-choice assessment for each module. Assessments can be taken on demand at Pearson VUE centres with confirmation of your result on the day l Students only resit units that they have not passed, allowing them to focus on areas of weakness rather than having to revisit the entire syllabus l In-house examinations via ifs e-test™ are available through participating employers. Please visit www.iofs.org.uk/e-test for more information www.iofs.org.uk/CeFA
