Certificate in Mortgage Advice and Practice - CeMAP®

• Required by any individual who wishes to give mortgage advice.
• Comprises three modules:
• UK Financial Regulation - 100 multi-choice questions
• Mortgages - 100 multi-choice questions
• Assessment of Mortgage Advice Knowledge - 6 case studies

Certificate for Financial Advisers - CeFA®

• Required qualification to advise on investment, retirement planning and protection.
• Comprises four modules:
• UK Financial Regulation - 100 multi-choice questions
• Investments and Risks - 80 multi-choice + 4 case studies
• Retirement Planning and Protection - 80 multi-choice + 4 case studies
• Assessment of Investment Advice Knowledge - 6 case studies

Certificate of Regulated General Insurance - CeRGI®

• Designed for anyone whose work involves offering advice on general insurance products
• Comprises a single module with 100 multi-choice questions

Certificate in Regulated Equity Release - CeRER®

• Designed for anyone advising on any form of equity release product
• Comprises a single module with 80 multi-choice questions and 3 case studies
• Need full CeMAP® (or equivalent) to attain the full certificate
• Counts towards the Advanced CeMAP® qualification

Certificate in Regulated Customer Care - CeRCC®

• Designed to assist individuals in ensuring the fair treatment of customers
• Addresses the key features of the FSA's approach to Treating Customers Fairly
• Comprises a single module with 75 multi-choice questions

Certificate in Commercial Mortgages - CeCM®

• For advisers looking to broaden their business in this area
• Addresses the fundamentals of commercial mortgages
• Comprises a single module with 50 multi-choice questions and 3 case studies
• Counts towards the Advanced CeMAP® qualification

CII - Certificate in Financial Planning - CertPFS

• Appropriate qualification for those intending to become financial advisers
• 5 Units - CF1 to CF5 to be completed
• Provides credits towards the Diploma in Financial Planning

CII - Diploma in Financial Planning - DipPFS

• Accredited with OFQUAL (The qualifications regulator) at level 4
• Develops advanced technical knowledge and understanding across a wide range of key advisory areas
• Choice of eight diploma-level subjects available
• Written papers - short answer questions
• For more information, click HERE

CII - Advanced Diploma in Financial Planning

• Enables professional advisers to develop their specialist planning capabilities
• Accredited with Ofqual at Level 6
• Completion of the qualification gives Chartered Financial Planner status
• 290 credits required - minimum 120 credits at Advanced Diploma level

"CeMAP®, CeFA®, CeRER®, CeRGI®, CeCM®, CeRCC® and the ifs logo are all registered trademarks of the ifs School of Finance. Use by Douglas James Training Consultants Ltd does not imply any endorsement of our training courses by the ifs School of Finance".

Call - 01494 722015