The need for financial advice and planning continues to increase in the UK and there is a genuine lack of professionally qualified advisers.

To become a financial adviser and have the ability to give customers advice you need to be qualified. Only then are you allowed to give advice to your clients regarding their financial needs such as pension planning, investment advice and wealth management.

PFI Management work with the ifs School of Finance and deliver all of the necessary training to get you qualified.
CeFA is the appropriate qualification required by those wishing to provide customers with financial advice.

CeFA is the premier financial adviser qualification that is recognised by the Financial Services Skills Council (FSSC) and is established as the qualification of choice in the financial services industry. The CeFA qualification is accredited by the Qualifications and Curriculum Authority at level 3 in the National Qualifications Framework.

CeFA consists of four modules as follows:

PFI Management’s trainers deliver the CeFA Four module over 2 days.

All CeFA examinations are multiple-choice, and can be sat at a choice of over 150 test locations throughout the United Kingdom subject to availability. 

PFI Management’s CeFA courses are delivered at our training facility within our office in Manchester, and include; supplementary paperwork, numerous sample test papers and a buffet lunch each day.

PFI Management Limited offers fully interactive face to face learning in small workgroups at its office in Manchester.  Our training class size is limited to 10 as we believe that this provides the most conducive environment that facilitates and encourages positive debate and learning experience.  The training is provided by industry professionals with more than 30 years of experience who ensure that the information is disseminated in bite size chunks with useful hints and tips.

Our CeFA team will support you every step of the way, from ordering course material to registering you for your exams at a test centre of your choice. We will even help you with any accommodation requirements.

Cost
Unlike some other providers we believe in keeping things simple. So there is only one fee to pay for the entire CeFA course which is £850+vat.  In addition, should you be only interested in the CeMAP 1, then this can be provided at a cost of £385+vat.  This is fully inclusive of ifs mock exam papers, exclusive training and revision guides, e-mail support, refreshments and lunch on the training days and we will endeavour to cater for all tastes minus the cardboard or soggy sandwiches..!!

Other Costs
There is one additional cost to fund for a delegate; however, this is directly to ifs and not PFI Management.  As a delegate you have to register with the Institute of Financial Services (ifs) for each module which will cost £135.00. This enables you to sit the end of module computer based examination at a centre of your choice, where possible.  However, this is arranged between the delegate and the ifs and not PFI Management Limited, although if and when needed we will be on hand to provide you with the correct advice and help.