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Certificate In Financial Planning

The benchmark qualification for financial advisers

The Certificate in Financial Planning is ideal for those intending to become financial advisers or who work in a related investments or technically financial role.

By completing the Certificate you will gain a solid grounding in the financial services market in general and financial planning advice in particular.

The qualification will develop your knowledge and understanding of:

• regulatory issues;

• the mechanics and purpose of pensions, tax and investment products; and

• the process of giving advice to clients.

Why choose this course?

• Improves your long-term career prospects by improving knowledge and understanding, and by demonstrating commitment to self-improvement

• Develops a broad-based knowledge and understanding of core financial planning topics.

• Provides online exam sittings that enable you to enter for the exam when you are ready, with provisional results provided instantaneously.

• Upon completion you are entitled to apply to use the designation ‘CertPFS®’ – the industry designation for financial advisers (membership and Continuing Professional Development requirements apply).

• A ‘Record of Achievement’ is awarded on completion of each unit and a ‘Certificate in Financial Planning’ is awarded on completion.

• Provides credits that can be used towards completion of the higher-level qualification, the Diploma in Financial Planning.

The course provides you with:

• On successful completion will allow you to demonstrate your knowledge and understanding of the market and will confirm your ability to function effectively within it as a qualified provider of financial advice.