• Home Study – Interactive online courses with tutor support, from £200, contact us to sign up for a free trial

CeFA – The Certificate for Financial Advisors (CeFA) is offered by the ifs School of Finance. It is a nationally recognised qualification required by individuals wishing to advise customers on investment, retirement planning and protection options

The CeFA qualification consists of four modules:

UK Financial Regulation syllabus (Module 1)*
Investments and Risks syllabus (Module 2)
Retirement Planning and Protection syllabus (Module 3)
Assessment of Investment Advice Knowledge syllabus (Module 4)

*(Candidates with CeMAP 1 or FPC1 are exempt for module 1)

MK Academy Home Study Online - CeFA

Only MK Academy offers CeFA as a Home Study programme. Currently over 200 students are studying with us using this method.

We use a variety of media to maximise the interactivity of the course and enhance the learning experience – with a first time pass rate of 100% the effectiveness of the programme is proven.

Study anytime, anywhere that you have access to the internet. Qualify in a realistic timeframe and avoid the costs associated with taking time out of the office, travel and accommodation.

Home Study gives you:

Unlimited access to MK Academy’s best in class elearning programme – optimum interactivity to enhance the learning experience and pass rate (100% first time pass rate)
Comprehensive Welcome and Orientation pack containing – home study work schedule, study tips, full glossary of terms, MK paper based study aids
Access to all classroom materials that are packaged within the programme
Unlimited access to a fully qualified tutor online for Q&A support
Unlimited access to 1000’s of test questions to test your knowledge
Stay until you pass
Hassle free process – everything is arranged for you from registering with the ifs, ordering your course material to booking exams
Opportunity to purchase additional 1:1 telephone tuition with a fully qualified tutor

FREE MK:TV – unlimited access to the Academy’s sales, marketing and business development skills library viewed online

FREE Key Questions & Answers Study Aid - DVD (worth £19.99) – some topics on the CEMAP 1/CeFA 1 syllabus raise the same questions again and again. Watch our tutors demystify these areas once and for all as well as providing Tips for Exam success and answering Frequently Asked Questions.

A 20% discount on all future training booked with MK Academy



Why study for CeFA?

The industry needs you - Financial Services is subject to an acute skills shortage. The average age of financial advisors is around 55 so loss through retirement is a real issue. However growth predictions estimate that an additional 400,000 people will be needed by 2014 just to keep the sector going (Financial Services Skills Council 2006). The greatest demand and fiercest competition between firms will continue to be for qualified advisors.

The industry rewards commitment – A competent CeFA qualified advisor will write approximately £100,000 in year one. From then on self employed advisors are only limited by the level hard work and commitment they are prepared to put in.

Unlock your potential quickly – CeFA is a relatively short course allowing you to retrain and change careers quickly. Our students qualify in around 3 months. Where appropriate, take advantage of the opportunity to meet with our strategic partner, Openwork, for an employment interview to quick start your earning curve.