ifs CeFA3 exam on Retirement Planning & Protection - assessment package
CeFA3 contents
- six online assessments (3 for unit 5 & 3 for unit 6) containing 40 questions per assessment
- 12 case study scenarios (6 for unit 5 & 6 for unit 6) each comprising 5 multiple choice questions
- The material is equivalent to 3 mock papers and is similar to what you can expect in the actual exam
- CPD certificate feature - All your assessment results are recorded in the database, which allows the system to compile your personalised CPD certificate.
Additional information
Access is provided for 6 months and includes syllabus updates. If you purchase 3 products your receive 12 months access plus syllabus updates PLUS you qualify for a large discount.
What are the main benefits of our CeFA3 training?
- You get practice at taking ifs CeFA exam style questions.
- You can take the assessments as often as you like.
- When the answer appears after you answer each question we supply a reference to the ifs study book allowing you to quickly find that topic for further revision.
- Your results are provided after every assessment and are graded in line with the nominal pass mark of 70%. This gives you a good indication of your chances of passing. As you do further studies and take more assessments you will expect to see your percentage improve.
- The percentage achieved in every assessment is benchmarked against previous students percentages giving you a further indication of your performance. This is shown after every assessment and you can also view this at any time.
- All results and estimated CPD times are stored in the database and you can view and print these using the CPD certificate/learning log feature. This is an ideal way to keep a record of your results and learning.
- All questions are written by industry experts with extensive experience of setting exam style questions, all questions are regularly reviewed.
Our aim is to provide the complete online learning and exam support facility to financial services professionals.
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How is my CPD recorded?
Our database records all your assessment results. If you complete all material just the once then you will be allocated 6 hours of CPD time. After each assignment is finished the system adds the time taken and your results to the CPD certificate.
ifs's CeFA3 exam details
Structure: 2 sets of 40 multiple choice questions and 4 case study scenarios each comprising 5 multiple choice questions. Split into 2 units: Unit 5 covers Protection, Unit 6 covers Retirement Planning
Duration: 2 hours
Recommended study time: 40 - 60 hours
Nominal pass mark: 70% (Pass), 80% (Merit), 90% (Distinction)
ifs's CeFA3 syllabus overview
Module is split into 2 units and covers the following main subject headings:
Unit 5
Financial protection
Life assurance
Income protection policies
Mortgage related insurance
Unit 6
Retirement planning
Tax treatment of pensions
State pension benefits
Pension schemes
Investment of pension funds
Legislation and taxation
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