ifs School of Finance
Certificate for Financial Advisers (CeFA®)
Who should study CeFA®
CeFA® is required by any individual who wishes to advise customers on investment, retirement planning and protection options. CeFA® meets the requirements of the Financial Services Skills Council (FSSC). CeFA® is accredited by the Qualifications and Curriculum Authority (QCA) and is incorporated into the National Qualifications Framework at level 3. A detailed breakdown of indicative content can be found on our website or within the learning materials provided at registration.Course Content
The qualification comprises four modules:
- UK Financial Regulation
- Investments and Risks
- Retirement Planning and Protection
- Assessment of Investment Advice Knowledge
Entry Requirements
None
Qualification Level
Level 3 of the National Qualifications Framework (UK)
Study Options
The recommended total study hours for each module is approximately 40 - 60 hours.
Duration
6 Months
Examination
The ifs works in partnership with Pearson VUE, a leading international electronic delivery provider,
to offer electronic multiple-choice examinations.
Module 1 is assessed electronically by two-hour, 100 questions multiple-choice examinations.
Both units in Module 2 and Module 3* contain 40 MCQ's and two case-studies of five questions each.
The fourth module is a two-hour multiple-choice examination, it comprises six case-studies each containing ten questions. These are delivered electronically with results given immediately.
Fees
- One-off Enrolment Fee: Rs 1000
- Please call us for details of the most up-to-date fees.
- No cash payment in foreign currency.
Kindly note that no refund will be provided if a student is already enrolled and/or if the student has already confirmed an order for study material.
What does the fee include ?
- Learning Materials
- Specimen examination papers
- Revision notes
- Examination Fee
- Online Learning Resources
- Optional - Tutorials at Glamis
Mode of payment
50% on order of materials.
50% on delivery of materials
Documents required for registration
- Four certified passport-size photographs
- Certified copy of National Identity Card
- Certified copy of all qualifications
- Certified copy of Birth Certificate
- Copy of C.V
HRDC Refund
The HRDC will refund up to 20% of the course fees to individuals following the final year of the first degree or those following a Masters Degree from a
recognized University and run locally on a part time basis. The support will be subject to the following:
- For employees who are on the firm’s payroll and for whom the employer is contributing the levy and who are sponsored by their employers, the employer can claim 20% of the fees paid under the levy grant system.
- In case of non sponsored employees following similar courses, and for whom levy is being paid by the employer, the HRDC will refund directly to the employee 20% of the fees paid.
- All such payments will be effected upon proof of admission and payment. Employees should have followed the course for at least 6 months before making any such claim.
Please click here for details on potential refund for the HRDC.