CeFA® is required by any individual who wishes to advise customers on investment, retirement planning and protection options. CeFA® consists of four modules that enable you to develop an extensive knowledge and understanding of UK financial regulation, investments and the risks that go with them, retirement planning and protection. The final module will test your ability to synthesise knowledge of these subject areas as effective and consumer-focused financial advice

If you are looking to start a career in financial services as a Financial Adviser but are finding it hard to get your foot in the door, let our dedicated team of industry-experienced UK CeFA® training professionals lead the way. We have people attending our training schools and travelling to our CeFA® training courses from all parts of the country including Scotland, Wales and Northern Ireland.

You will not need academic qualifications to be able to pass the CeFA® exams but one thing you will need is a strong desire to succeed in a highly competitive industry. Each of our CeFA® training courses have been constructed for individuals who are new to the financial advice industry or have no financial industry background at all.

Our CeFA® training courses will give you the knowledge and the industry qualification that you need to embark on a successful career within the Financial Services sector. Training to be a fully qualified Financial Adviser starts with obtaining a pass in the full Certificate for Financial Advisers - CeFA® 1, 2, 3 & 4.