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Certificate in Protection (CertPro)

Professional qualifications

Certificate in Protection (CertPro)

CertPro will train you to work as a protection adviser and could be the first step to a career in mortgage advice.

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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.

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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).














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.

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