Financial Services Training Programmes

FTA-FS-CerIFR

5 Days

The Financial Training Academy

Course Title

Introduction to Financial Services Regulation

Brief Description

This programme gives an understanding of key regulatory developments relevant to a company or branch operation in financial sector trading. Modules in this programme include General Compliance; Basel II; MIFID and· Anti-Money Laundering.  Delegates may choose between Basel II Reporting Management or Solvency II to complete the programme.

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FTA-FS-CerMAP

11 Days

The Financial Training Academy

Course Title

Certificate in Mortgage Advice And Practice - IFS

Brief Description

The Financial Services Authority regulated the UK Mortgage Market in October 2004. This means that mortgage advisors must be qualified. In an industry where high earnings are possible, the number of people currently qualified is a quarter of the actual demand. The Certificate in Mortgage Advice and Practice (CeMAP) is the preferred qualification for a career as a Mortgage Advisor.

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FTA-FS-Cert II MP

11 Days

The Financial Training Academy

Course Title

Certificate in Mortgage Advice - CII

Brief Description

The Financial Services Authority regulated the UK Mortgage Market in October 2004. This means that mortgage advisors must be qualified. Completion of the Certificate in Mortgage Advice completes the regulatory examination requirements for mortgage advisers. There are two parts CF1. A general introduction to the UK financial services industry; and CF6. An introduction to the mortgage process and its regulatory framework.

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FTA-FS-CeFA

15 Days

The Financial Training Academy

Course Title

Certificate for Financial Advisers - IFS

Brief Description

CeFA® is required by any individual who wishes to advise customers on investment, retirement planning and protection options. CeFA® consists of four modules that enable you to develop an extensive knowledge and understanding of UK financial regulation, investments and the risks that go with them, retirement planning and protection.

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FTA-FS-Cert PFS

15 Days

The Financial Training Academy

Course Title

Certificate in Financial Planning – CII

Brief Description

The Certificate in Financial Planning reflects the commercial realities of the market and will develop delegates’ knowledge and understanding of regulatory issues, the mechanics and purpose of the main investment products on offer and the process of giving advice to clients. It also addresses the subject of investment and risk. Holders can apply to use the designation ’CertPFS’

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FTA-FS-MBSP

5 Days

The Financial Training Academy

Course Title

Mortgage Back Office Support Programme- Certificate Edexcel

Brief Description

The main aim is to provide candidates with a comprehensive knowledge of the support systems used for mortgage advisers and develop the skills required to operate in an advisory role for mortgages in the workplace. Candidates will become more efficient and productive in daily use of IT software packages to industry standards and will learn vital job-related skills.

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FTA-FS- CMA

20 Days

The Financial Training Academy

Course Title

Competency for Mortgage Advice Advanced. Diploma - Edexcel

Brief Description

The main aim of this qualification is to provide candidates with a comprehensive knowledge of the financial advice process for mortgage advice. The course is designed to enable delegates become an able, confident, and competent mortgage advisor. Delegates will learn the Good Advice process methodology. This unique programme is one of the first to be launched in the UK and is recognised by major financial services organisations.