CAS Opportunities after CeFA?

In conjunction with our associates, financial and mortgage advisors who deliver superior wealth management solutions to their clients, we have developed a superb training strategy to take you to Financial adviser status and then on to independent Financial Adviser Status in 3 easy stages.
Our new CAS (Competent Adviser Status)Academy programme will help you earn while you learn the ropes as a Financial advisor. Self-employed roles only.

First requirement is that you have completed or are near to completing CeFA/CeMAP.

Second requirement is that you are within the M25/easy commuting distance to London.

Following that there will be initial interviews and vetting by our CAS programme Directors: both of whom have over 20 years experience in the industry.

Stage 1 features:

• 5 day training programme.
• Sales & Presentation skills
• Full fact find coaching
• Video recording
• Client file creation
• 100% Supervision
• Reason for recommendation reports
• Additional workshops
• Sign off on successful completion of TWO observed role play cycles
• 40% commission

Stage 2 features:

• Up to 6 months programme.
• Mentoring
• 20 Sales from 8 clients
• Presentation meetings
• CPD & Competence Portfolio
• 100% Fact Find and completed file checking
• Reason for recommendation reports
• Sign off by Network on completion of THREE observed role play sales cycles
• 70% commission

Stage 3 features:

• Up to 6 months programme.
• Leadership imperative program
• Presentation meetings
• CPD & Competence Portfolio
• 100% Fact Find and completed file checking
• Sign off by Network on completion of compliance audit and full field visit
• 80% commission

Call us now on 020 8443 2888 and speak to one of our advisors or email your CV through to info at cefa1234.co.uk for consideration