| Certificate for Financial Advisers (CeFA®) |
| Introduction to financial services environment and products |
50 |
35-39 |
40-44 |
45+ |
| Financial services and regulation |
50 |
35-39 |
40-44 |
45+ |
| Principles of investment |
50 |
35-39 |
40-44 |
45+ |
| Investment products |
50 |
35-39 |
40-44 |
45+ |
| Protection |
50 |
35-39 |
40-44 |
45+ |
| Retirement planning |
50 |
35-39 |
40-44 |
45+ |
| Assessment of investment advice knowledge |
60 |
42-47 |
48-53 |
54+ |
| Certificate in Mortagage Advice and Practice (CeMAP®) |
| Introduction to financial services environment and products |
50 |
35-39 |
40-44 |
45+ |
| Financial services and regulation |
50 |
35-39 |
40-44 |
45+ |
| Mortgage law, policy, practice and markets |
25 |
17-19 |
20-21 |
22+ |
| Mortgage applications |
25 |
17-19 |
20-21 |
22+ |
| Mortgage payment methods and products |
25 |
17-19 |
20-21 |
22+ |
| Mortgage arrears and post-completion issues |
25 |
17-19 |
20-21 |
22+ |
| Assessment of mortgage advice knowledge |
60 |
42-47 |
48-53 |
54+ |
| Certificate in Lifetime Mortgages (CeLTM®®) |
| Introduction to financial services environment and products |
50 |
35-39 |
40-44 |
45+ |
| Financial services and regulation |
50 |
35-39 |
40-44 |
45+ |
| Mortgage law, policy, practice and markets |
25 |
17-19 |
20-21 |
22+ |
| Mortgage applications |
25 |
17-19 |
20-21 |
22+ |
| Mortgage payment methods and products |
25 |
17-19 |
20-21 |
22+ |
| Mortgage arrears and post-completion issues |
25 |
17-19 |
20-21 |
22+ |
| Assessment of mortgage advice knowledge |
60 |
42-47 |
48-53 |
54+ |
| Fundamentals of Lifetime Mortgage Advice |
50 |
35-39 |
40-44 |
45+ |
| Lifetime Mortgage Solutions |
30 |
21-23 |
24-26 |
27+ |
| Certificate in Long-Term Care Insurance (CeLTCI®) |
| Introduction to financial services environment and products |
50 |
35-39 |
40-44 |
45+ |
| Financial services and regulation |
50 |
35-39 |
40-44 |
45+ |
| Principles of investment |
50 |
35-39 |
40-44 |
45+ |
| Investment products |
50 |
35-39 |
40-44 |
45+ |
| Protection |
50 |
35-39 |
40-44 |
45+ |
| Retirement planning |
50 |
35-39 |
40-44 |
45+ |
| Assessment of investment advice knowledge |
60 |
42-47 |
48-53 |
54+ |
| Fundamentals of Long-Term care insurance |
50 |
35-39 |
40-44 |
45+ |
| Long-term care insurance solutions |
30 |
21-23 |
24-26 |
27+ |
| Certificate of Regulated General Insurance (CerGI®) |
100 |
70-79 |
80-89 |
90+ |
| Certificate in Regulated Customer Care (CeRCC) |
75 |
52-59 |
60-67 |
68+ |
| Customer Services Professional |
| Introduction to financial services environment and products |
50 |
35-39 |
40-44 |
45+ |
| Financial services and regulation |
50 |
35-39 |
40-44 |
45+ |
| An introduction to marketing, sales and customer service |
100 |
70-79 |
80-89 |
90+ |
| Personal development and team management |
100 |
70-79 |
80-89 |
90+ |
| Mortgage law, policy, practice and markets |
25 |
17-19 |
20-21 |
22+ |
| Mortgage applications |
25 |
17-19 |
20-21 |
22+ |
| Mortgage payment methods and products |
25 |
17-19 |
20-21 |
22+ |
| Mortgage arrears and post-completion issues |
25 |
17-19 |
20-21 |
22+ |
| Regulated general insurance |
100 |
70-79 |
80-89 |
90+ |
| Understanding the contact centre environment |
100 |
70-79 |
80-89 |
90+ |
