We deliver a range of qualifications training to support each of the Chartered Insurance Institute’s, the Institute of Financial Services’ and the Chartered Institute of Securities and Investment syllabuses from Foundation up to Diploma Level. These include:
Chartered Insurance Institute
|
title
|
study plan
|
course outline
|
enquire
|
|
Certificate in Financial Administration
FA1 - Life Office Administration
|
n/a
|
|
|
FA2 - Pensions Administration
|
n/a
|
|
|
Certificate in Financial Planning
CF1 - UK Financial Services Regulation and Ethics
|
n/a
|
|
|
CF2 - Investment and Risk
|
n/a
|
|
|
CF3 - Financial Protection
|
n/a
|
|
|
CF4 - Retirement Planning
|
n/a
|
|
|
CF5 - Integrated Financial Planning (1 and 3 day course available)
|
n/a
|
|
|
|
|
n/a
|
|
|
|
|
n/a
|
|
|
|
Diploma for Financial Advisers
JO1 - Personal Tax (2 and 3 day courses available)
|
|
|
|
|
JO2 - Trusts
|
|
|
|
|
JO3 - Tax and legal aspects of business
|
|
|
|
|
JO4 - Pension Funding Options
|
|
|
|
|
JO5 - Pension Income Options
|
|
|
|
|
JO6 - Investment Principles, Markets and Environment
|
|
|
|
|
JO8 - Financial planning practice
|
n/a
|
|
|
ifs School of Finance
|
title
|
course outline
|
enquire
|
|
Certificate for Financial Advisers (CeFA)
CeFA1 - Introduction to Financial Services & Products and UK Regulation
|
|
go
|
|
CeFA2 - Principles of Investment & Investment Products
|
|
go
|
|
CeFA3 - Protection & Retirement Planning
|
|
go
|
|
CeFA4 - Assessment of Investment Advice Knowledge
|
|
go
|
|
Certificate in Mortgage Advice and Practice (CeMAP)
CeMAP1 - UK Financial Regulation
|
|
|
|
CeMAP2 - Mortgages
|
|
go
|
|
CeMAP3 - Assessment of Mortgage Advice Knowledge
|
|
go
|
|
Diploma for Financial Advisers (DipFA)
Outline content for Financial Planning Principles (FPP) - Unit 1
|
|
|
|
Outline content for Advanced Financial Advice (AFA) - Unit 2
|
|
go
|
Chartered Institute for Securities & Investment
|
title
|
course outline
|
enquire
|
Certificate Units
FSA Financial Regulation
Principles of Financial Regulation
Investment & Risk
|
n/a
|
go
|
Investment Administration Qualification
FSA Financial Regulation
|
n/a
|
|
|
CISI Diploma
Private Client Investment Advice & Management
|
|
go
|