CeFAP has been developed for professionals working, or aspiring to work, in financial administration or paraplanning roles. The qualification acts as a stepping stone to our Diploma for Financial Advisers
and qualifying to provide financial advice.
The Certificate in Financial Administration and Planning provides comprehensive foundation knowledge of products, services, regulation and legislation in the financial advice industry. You will develop the skills required to support and maintain appropriate and ethical client relationships and meet clients' priorities by considering a range of protection, investment and retirement funding products.
The Certificate in Financial Administration and Planning is a Level 3 qualification registered with Ofqual in the Regulated Qualifications Framework (RQF).