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CeFA® Training

Testimonial - Sebastian Fuz

Many thanks for another excellent course which I attended with you. The result is in my bag with CeFa 2 passed.

All the best

Sebastian Fuz, CeMAP

Certificate in Financial Advice

This is the profession to be in now. There are fewer Financial Advisers in the UK than ever before while the demand for financial advice is massive. A successful investment and pension adviser will earn a six figure sum after CAS competent advisor status is achieved.

To become a Financial Adviser and have the ability to give customers advice on all their financial needs such as pension planning, investment advice and wealth management, you need first of all to be qualified.

New Leaf works with the ifs School of Finance and delivers all of the necessary training to get you qualified.

Our new CeFA® Module 1 course qualifies you for the following 3 methods of training.

CeFA® / CeMAP® Module 1

This module covers both the Certificate in Financial Advice (CeFA®) and the Certificate in Mortgage Advice and Practice (CeMAP®) broken into two units. Once this is completed you will be able to continue to CeFA® 2.

Unit 1 – Introduction to financial services environment and products.

Unit 2 – UK financial services and regulation. A two-hour test with 100 questions to be taken at a Prometric Test Centre.

Only £135 for books, examination entry and twelve months registration with the ifs School of Finance.

CeFA® Module 2

We study CeFA module 2 over two consecutive days in groups of up to four people in order to fine tune and enhance the learning experience. Our training techniques and memory aids will help you pass this investment products and principles of investment module.

Unit 3 – Principles of investment.

Unit 4 – Investment products. A two-hour test with 100 questions to be taken at a Prometric Test Centre.

Only £135 for books, examination entry and twelve months registration with the ifs School of Finance.

CeFA® Module 3

For two days, we now focus on protection products, their taxation position and how they fit within client´s priorities and needs. We also interpret pension law – through to the history of retirement planning all these areas are encompassed in Unit 5 and 6.

Unit 5 – Protection.

Unit 6 – Retirement planning.

A two-hour test with 100 questions to be taken at a Prometric Test Centre. Only £135 for books, examination entry and twelve months registration with the ifs School of Finance.

CeFA® Module 4

Module 4 is a test made up of six case studies with ten questions on each. You will need to demonstrate your understanding of all of the theories to date in order to pass. We cover all techniques necessary to pass the test over two days.

CeFA® Synoptic test.

Only £135 for books, examination entry and twelve months registration with the ifs School of Finance.

Once qualified this will lead you to either joining us to trade as a self employed financial advisor with your own business or we can place you with one of our national partners who require newly qualified financial advisers in an employed position. The earning potential is massive in this profession. The average income is £70K and a good income of £100K P.A. is our expectation.

Take a look at our Stepping Stones to Financial Adviser™ page or contact us today for further information.

In the unlikely event of failure of any of the units, re-sits will need to be arranged directly by yourself via the ifs School of Finance. Please enquire with the ifs School of Finance as to the relevant costs of re-sit examinations, however you are free to return for continuous training until you pass.

ONE PRICE FOR CEFA® 1,2,3 and 4 until you pass...... contact the girls for details or use our contact form or call 01702 431130

New Leaf Distribution are authorised and regulated by the FSA for mortgage and insurance intermediation. We train in the workplace to deliver FSA financial capability training.