| Certificate for Financial Advisers (CeFA) |
UK Financial Regulation
Investments and Risks
Retirement Planning and Protection
Assessment of Investments Advice Knowledge |
| |
| Certificate in Mortgage Advice (CeMAP) |
UK Financial Regulation
Mortgages
Assessment of Mortgage Advice Knowledge |
| |
Diploma for Financial Advisers (DipFA)
One written coursework assignment and one final written exam. |
| |
Advanced Certificate in Mortgage Advice and Practice
(Adv CeMAP) |
| Compulsory completion of: |
Certificate in Regulated Customer Care
|
Then choose two specialist
modules from: |
Supervising in a Regulated Environment
Regulated Complaints Handling
Equity release
Alternative Residential Lending
Commercial Mortgages |
|
| Certificate in Lifetime Mortgages (CeLM) |
|
CeMAP (or equivalent) plus
CeFA Module 2 – Investments and Risks (or equivalent) and
Lifetime Mortgages module
|
