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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. This will be available in 2021.

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

Benefits for you

  • Online study that fits around your life
  • Access to research tools and industry analysis through KnowledgeBank and Financial World
  • Use the ‘CertPro’ designation after your name once you qualify
  • The cost of membership is included in the registration fee.
  • Access to career support and guidance
  • Invitation to attend events and webinars from industry leaders
  • Career pathway into our mortgage advice qualifications

 

Registration fee £210 
When to apply? Registrations are now open.
The start date for the qualification is Monday 5 October. 
Number of units     Two
Average time to complete 130 hours
Study type Online, self-study, distance learning
Study material
  • 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
Additional study material You can purchase the following additional study materials:
  • specimen exam paper
Assessment type  Two-hour multiple choice exams
Assessment provider You can book your exam at test centres nationwide or through remote invigilation
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.

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 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.

You will have 12 months from when you register, to complete each unit and sit the exam. 

How to book your exam

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

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Frequently Asked Questions

Your registration fee includes the qualification study materials, and the first sitting of your exam and/or coursework. You will also gain access to MyLIBF (our student portal). Some qualifications include a hard copy of the study text, access to student forums, tutor forum support and specimen papers.

If you need to resit your exam or coursework, you will need to register and pay for a resit.

In line with our charitable objectives, we make means-tested bursaries available to students studying our qualifications.

Bursary information

If you would like to apply for a bursary, please email our Student and Customer Services team or call them on +44 (0)12 2781 8609. Please ensure that you have details of the qualification you intend to study when contacting us. 

Recognition of Prior Learning (RPL):
Recognition of Prior Learning (RPL) encompasses a student’s previous non-certificated and certificated achievements obtained through another awarding organisation. This has previously been known as an exemption.

Please read our Recognition of Prior Learning Policy as it explains the steps to take when applying. Your application will need to include certified copies of your qualification certificate or transcript.

We aim to provide an outcome within 10 working days. If we need longer, we will let you know.

Special consideration:
The Special Consideration Policy applies to students who believe they have been disadvantaged during, or before, an assessment because of an injury, illness or other unforeseen temporary circumstance beyond their control that may have adversely affected their performance in one or more assessments.

Please read our Special Consideration Policy as it explains the steps to take when applying. Your application will need to include supporting documentation.

Given the individual nature of special consideration claims, we would recommend that you contact our Student Support team on +44 (0)1227 818609 or support@libf.ac.uk for an informal discussion before you submit your application.

For your claim to be considered, you must have initially notified us of your circumstances on or before the submission deadline for coursework or within five days of the exam date. Any applications made outside of this timescale must include an explanation as to why the delay has occurred.

We aim to provide an outcome within 5 – 10 working days. It may take longer if your application is referred to the Concessionary Board.

Reasonable adjustment:
We are committed to providing an inclusive educational experience for all students, regardless of any disabilities or learning difficulties they may have and realise that, without reasonable adjustment, students may be prevented from demonstrating their true level of ability during an assessment.

Given the individual nature of reasonable adjustments, we recommend that you contact our Student Support team on +44 (0)12 2781 8609 or support@libf.ac.uk for an informal discussion before you submit your request. This will allow us to fully understand the nature of your circumstances and advise you on the type of supporting evidence required.

The Reasonable Adjustments Policy explains the steps to take when applying and has an application form included. Your application must be received, with supporting documentation, at least six weeks prior to the date when the adjustment will need to be in place.

You have 14 calendar days from your course start date to cancel your registration and arrange a refund by calling our Student and Customer Services team. You will need to return any hard copy study texts in its original condition.

After this period all fees are non-refundable and non-transferable.

If you have booked your exam with Pearson VUE (and are within the cancellation period), you will need to contact them directly at least 24 hours prior to the exam date to cancel it. Then allow at least two hours before calling our Student and Customer Services team to cancel the qualification registration and arrange a refund.

Contact Pearson VUE on +44 (0) 370 608 1915 (Europe, Middle East, Africa region).

Electronic Pearson VUE exam:
Before your registration expiry date you can cancel your exam or change your exam date, time or venue (subject to availability). You will need to contact Pearson VUE directly, giving a minimum of 24 hours’ notice online or at least one working days’ notice by phone prior to your current exam booking. For example, if your exam is booked for a Monday, the latest you can reschedule is the previous Friday.

Pearson VUE can be reached via the details given on your Important Registration Information link on MyLIBF or our ‘Exam booking and information’ page.

Session based exams (set exam date as per study timetable) including Advanced Financial Advice (AFA):
Please telephone Student & Customer Services directly to discuss your options. You may be able to change your venue, but will need to call us at least eight weeks before your exam date to check.

For all exams, if you are unable to provide the required notice due to significant mitigating circumstances, such as sudden illness, please contact Students and Customer Services straight away as you may be eligible for Special Consideration. Supporting documentary evidence is required for a Special Consideration application.

Making a result enquiry:
If you believe there has been an error in the marking of your assessment, you can apply for a result enquiry.

The Assessment Result Enquiry Policy explains the steps to take when applying and has an application form included. Your application must be received within 10 working days after we have communicated your assessment results.

This policy does not apply to students who believe their performance during an assessment may have been affected by external factors, for example noise, illness or unforeseen circumstances. These cases are dealt with under our Special Consideration Policy.

Appealing a decision:
You have the right to appeal to us to review decisions that have been made in the course of the assessment of your programme of learning. An appeal may only be submitted in relation to a final decision.

Please read our Appeals Policy as it explains the steps to take when applying, in particular section B 'making an appeal'. Your application must be received within 15 working days after we have communicated the outcome of a decision.

Making a complaint:
A complaint should be made if you are dissatisfied by one of our products or services as soon as possible, but no later than 10 working days from the date of the occurrence.

We deal with all complaints as promptly as possible and within clearly defined timescales. The stages for handling a complaint are listed in our CPQ Complaints Policy.

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