A focused woman multitasks by making a phone call and working on her laptop, focusing on long term care planning in a modern office setting.

Financial and mortgage advice Certificate in Long Term Care and Later Life Planning (CertLTCP)

Certificate in Long Term Care and Later Life Planning (CertLTCP)

CertLTCP gives you the skills and expertise required to confidently analyse and evaluate planning needs and care requirements to provide good outcomes for later life clients.


About the qualification


CertLTCP is a specialised qualification designed for financial advisers looking to specialise in long-term care and later life planning. It covers the UK long-term care planning environment, including the responsibilities of the NHS and local authorities, long term care insurance and the financial assistance options available.


The qualification will equip you with the expertise required to offer later life financial planning, including how to analyse and evaluate clients' needs, understand how financial assessments are undertaken, how eligibility is assessed and the taxation and legal issues arising from different long term care planning solutions.


CertLTCP is intended for those working in the financial services sector who are looking to focus on long term care and later life finance. It can also count towards the specialist option unit of the Level 6 Diploma in Financial Advice (Adv DipFA), making it a good first step for Level 4-qualified financial advisers looking to enhance their qualifications.


While studying with us, you’ll become a Member of LIBF (MLIBF), receiving benefits including careers support and access to professional networking events.


Key information

Fees

  • £440

Study duration

  • Twelve months


Units

  • One


Key facts

  • LTCP can count towards the specialist option unit of the Level 6 Diploma in Financial Advice (Adv DipFA).

  • Registration is open year-round.

  • Assessment is made via multiple-choice exam with 60 standalone MCQs and 3 case studies with 5 attaching MCQs (75 in total).



What your studies will cover

  • The UK long term care landscape

  • The roles and responsibilities of the NHS and Local Authorities

  • Financial assistance and assessment for those requiring long term care

  • Long term care insurance advice and eligibility

  • How to analyse and evaluate clients’ needs and care solutions

  • Taxation and legal considerations relating to long term care planning



Your qualification at a glance

Assessments

You can take exams at a test centre or at home with remote invigilation.


Your first exam is included in the registration fee for each module.


You'll receive a digital certificate once you have passed.

Regulation

This qualification is registered with Ofqual in the Regulated Qualifications Framework (RQF).

What study materials do I get?

The online study text is included in your registration fee and will be made available immediately after payment. At the end of each topic, the study text contains review questions and activities to support your learning. A specimen paper will also be provided to test your learning.

Units

CertLTCP consists of one unit.


Are you eligible for an exemption?

If you have qualifications from us or another awarding body, we may be eligible to apply for recognition of prior learning.

LIBF was the natural choice for me because of its reputation as a world class centre of excellence. The material was both easy to follow and informative. For a busy professional it offers maximum flexibility. Overall, the learning experience was positive for me and for my future studies. Recommended.

Steve Harknett

Financial Services Training Consultant

Assessment

CertLTCP is assessed by a two-hour exam consisting of:

  • 60 multiple-choice questions

  • Three case studies, each with five linked multiple-choice questions.

You will have 12 months to complete and sit the exam. Your first exam is included in the registration fee for each module. If you wish to retake an exam, you will need to pay a resit fee.

Exam and assessment information

Fees

Full qualification

US$556

Prices includes materials and exam entry.
Additional costs

Corporate bookings

If you are a company and want to register a cohort of students onto CertLTCP please email corporate@libf.ac.uk for further information.

Request more information

Progression

Continue your progression with the Level 6 Diploma in Financial Advice (Adv DipFA) – an advanced qualification which leads to chartered status.

Alternatively, the Award in Pension Transfers (AwPETR) enables you to qualify as a pension transfer specialist through completion of a single unit, achievable in as little as four months.

Contact us about our professional qualifications

If you have any questions about our professional qualifications in finance and banking, please contact our customer services team.


Our office is open Monday to Friday from 8.00am to 6.00pm GMT.