Certificate in Financial Administration and Planning
The Certificate in Financial Administration and Planning (CeFAP®) has been developed to meet the needs of individuals working, or aspiring to work, in financial administration or paraplanning roles, and provides knowledge of products, services, regulation and legislation in the financial advice industry.
CeFAP® is mapped to the occupational standards for paraplanning. It can act as a stepping stone to becoming a financial adviser.
CeFAP® allows students to underpin learned knowledge by developing the skills required to support and maintain appropriate and ethical client relationships, and to meet clients’ priorities by considering a range of protection, investment and retirement funding products.
Those completing CeFAP® will be able to demonstrate a commitment to career progression and evidence the necessary skills and knowledge to perform a variety of roles to a higher standard.