About the qualification

Now more than ever, consumers need to ensure that they – and their families – are financially protected when they need it most.

With CertPro, you'll learn how to guide customers towards the right package of policies – such as life assurance, critical illness and income protection – so that they are adequately protected.

You'll be helping them save money as well as to protect their families for years to come. And getting the right outcomes for your customers will give you – and the business you work for – the edge.

CertPro will teach you about the protection sector and the relevant rules and regulations. You’ll develop specialist knowledge to understand customer needs, and be able to advise on the different types of protection products.

As the leading provider of mortgage qualifications, we’ve designed CertPro to support the mortgage industry. If you choose to go onto a career in mortgage advice, holding CertPro will exempt you from Unit 5 of the Certificate in Mortgage Advice & Practice (CeMAP) qualification.

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

Your studies will cover

The different financial protection needs in the event of death, illness or disability
The protection products available and their suitability
The application and underwriting process
The protection that’s provided by the state
Insurance details for the home, landlords and self-builds

Registration fee	£220 – includes your study materials and exam entry
Average time to complete	Four months – but you have up to 12 months from registration to complete
Number of units	Two
How will I be assessed?	Exams. View the assessment section for further details. You can take your exam at a test centre or at home with remote invigilation
What study materials do I get?	As part of your fee, you’ll get: online copy of the study text online access to our student portal MyLIBF online access to our virtual library KnowledgeBank questions throughout topics to consolidate knowledge interactive activities end of topic e-quizzes illustrative examples signposting to additional resources weekly study planner syllabus updates You will be learning on our new VLE Brightspace, click on the logo to find out more.
Additional study material	You can purchase the following additional study materials: specimen exam paper
How will I study?	Everything is online, you can study at a pace that suits you
Regulation	Registered with Ofqual in the Regulated Qualifications Framework (RQF).

View the qualification specification

Get up-to-date information relating to Coronavirus.

Units

CertPro has two units which you will need to complete to get the certificate. You will have 12 months to complete each unit and sit the exam.

Unit 1 – Protection (PTEC)

The need for financial protection planning, the main sources of financial protection and the market.
The role and limitations of state benefits and regulation of insurance products.
Tax in relation to life assurance and pension-based protection policies.
The range and application of income protection to meet consumers’ financial protection needs.
How to evaluate needs and priorities when selecting financial protection solutions for customers.

Unit 2 – Financial Protection Solutions (FPSO)

You’ll be able to apply suitable protection solutions for the different circumstances of your customers.
You will consolidate the knowledge you gained in Unit 1 to provide a holistic assessment.

If you choose to go onto a career in mortgage advice, holding CertPro will exempt you from Unit 5 of the Certificate in Mortgage Advice & Practice (CeMAP) qualification.

Assessment

You’ll be assessed in a two-hour multiple-choice exam:

Unit 1 – 50 stand-alone multiple-choice questions
Unit 2 – six case studies with five multiple-choice questions linking to each case study.

You need to achieve at least 70% in each unit to pass.

You will have 12 months from when you register, to complete all units and assessments.

You can take the exam when and where it suits you – either in your own home, place of work, or at any of the 150 Pearson VUE test centres across the UK. You can decide whether you want centre based delivery or remote invigilation when you register for the examination.

Exam booking information

When you have successfully completed all units, we will post your qualification certificate to you.

Fees

How to register

Certified Mortgage Adviser (CMA)

Progression

Request further information

Not ready to register for our qualifications? Why not sign up to our mailing list to receive monthly updates regarding our qualifications and products in this area.

Certificate in Mortgage Advice and Practice (CeMAP®)

CeMAP® Diploma

Certificate in Regulated Equity Release (CeRER®)

Certificate in Protection (CertPro)

Please select at least one qualification

First name

Surname

Email

Your personal data

We will use and protect your personal data in accordance with current data protection legislation to process your interest to receive updates on the relevant topics. Further details, including your rights, the disclosure of data to third parties, storage, retention and how to amend your personal data, can be found within our privacy notice.

I declare that the information contained in this form is true and accurate and consent to the processing and use of personal data as outlined in the privacy notice.

Please enter the code you see in the box below:

You may also be interested in

Mortgage Advice

Certificate in Mortgage Advice and Practice (CeMAP)

CeMAP is the industry benchmark qualification for becoming an authorised mortgage adviser. Employers and clients recognise CeMAP as a mark of excellence and professionalism.

View course

Mortgage Advice

Certificate in Regulated Equity Release (CeRER)

Qualify to advise on equity release products and develop an extensive knowledge of the equity release environment with the industry benchmark Certificate in Regulated Equity Release (CeRER).

View course