Certificate in financial advice

4 modules that will enable you to develop an extensive knowledge and understanding of UK financial regulation, investments and the risk that go with them, retirement planning and protection.

Each Module is assessed by a two hour exam

• Generic Module
Module 1

Unit 1: Introduction to the financial services Environment & Products
1 Hour (50MCQs)

Unit 2: Financial Services & Regulation
1 Hour (50MCQs)

• CeFA route
Module 2

Unit 3: Principles of investment
1 Hour (Section A-40 MCQs; Section B-2 case studies of 5 questions each)

Unit 4: Investment Products
1 Hour (Section A-4 MCQs; Section B-2 Case studies of 5 questions each)

• CeFA route
Module 3

Unit 5: Retirement Planning
1 Hour (Section A-40MCQs; Section B-2 case studies of 5 questions each)

Unit 6: Protection
1 Hour (Section A-40 MCQs; Section B-2 Case studies of 5 questions each)

• CeFA Route
Module 4

Assessment of investment Advice and knowledge
2 Hours (6 Case Studies with 10 MCQs each)

Contact details

• Email: laurentiaa@darnellinternational.com
• Phone: Laurentia 0044 207 199 7677

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