Rushmore Business School
The Certificate in Financial Administration and Planning (CeFAP®) has been developed to meet the needs of individuals working, or aspiring to work, in financial administration or paraplanning roles, and provides knowledge of products, services, regulation and legislation in the financial advice industry.
CeFAP® consists of four mandatory units and is mapped to the occupational standards for paraplanning. It can act as a stepping stone to becoming a financial adviser.
CeFAP® allows students to underpin learned knowledge by developing the skills required to support and maintain appropriate and ethical client relationships, and to meet clients’ priorities by considering a range of protection, investment and retirement funding products.
Those completing CeFAP® will be able to demonstrate a commitment to career progression and evidence the necessary skills and knowledge to perform a variety of roles to a higher standard.
Completing CeFAP® also indicates readiness for further study.
Rushmore Business School offers a number of complementary
qualifications, including the Certificate in Mortgage Advice and
Practice (CeMAP®), the Certificate in Retail Banking Conduct of
Business (CertRBCB®) and the Diploma for Financial Advisers (DipFA®).
Upon successful completion of CeFAP® you will be able to:
Facts at a glance
Upon successful completion of this qualification you will be able to use the designation 'CeFAP' after your name. The London School of Banking and Finance (UK) offers a number of complementary qualifications which allow for progression into areas such as mortgage advice, banking conduct, and the Level 4 Diploma for Financial Advisers (DipFA®).
The London School of Banking and Finance (UK)) is the university college for financial education. London-based, it is a registered charity incorporated by Royal Charter that exists to ensure a flow of talented individuals into the financial services industry and related sectors. Its qualifications enable individuals to reach their full professional potential and encourage appropriate and ethical practice. It also works to enhance the financial wellbeing of future generations through its unique personal finance qualifications and wider financial capability initiatives.
The London School of Banking and Finance (UK)
For more Information on (CeFAP®), please click on the link below: