To Order
All standard or purpose-designed courses (in-house):


For current Public (Open) Programmes, see the Public Programmes Calendar.

All Financial Services Training Programmes Summary List Click on the icon on the left for a printable list of all Financial Services Training Programmes. Or, download the list in PDF format - click the Adobe icon on the right.

Introduction to Financial Services Regulation (UK) (5 Days) presented by The Financial Training Academy 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.

Certificate in Mortgage Advice And Practice - IFS (11 Days) presented by The Financial Training Academy 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.

Certificate in Mortgage Advice - CII (11 Days) presented by The Financial Training Academy 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.

Certificate for Financial Advisers - IFS (15 Days) presented by The Financial Training Academy 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.

Certificate in Financial Planning – CII (15 Days) presented by The Financial Training Academy 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’