Without external support from Neil Young, we would not have completed our accreditation on schedule as the process is more intensive than anticipated. Having external assistance preparing our accreditation provided the ideal challenge ahead of the audit, and as a sense check interpreting the standards. We would have no hesitation in using Neil's services again.

Steve Orton - FSA Manager, Learning & Community Affairs


Looking for... ?

Neil Young's Favourite Recipes - Click here

Please call 07734 050240

Banner

Workbooks and Training Materials

Below is a summary of workbook and training materials available and the qualifications they cover. Alternatively, you can download and or view a detailed description of the Workbooks and Training Materials now.

Qualification: UK Financial Services, regulation and ethics
CeFA 1; CeMAP1; CF1

(Total of 61 word documents)
There is also a CeFA1/CeMAP1/CF1 100 Mock M/C Test included

Qualification: Investment and risk
CeFA2; CF2

(Total of 27 word documents)
There is also a CeFA2/CF2 Mock 100 M/C Test included
As well as 2 mock case study questions for CeFA2

Qualification: Financial Protection
CeFA3protection; CF3

(Total of 27 word documents)
There is also a CeFA3protection/CF3 Mock 50 M/C Test included
As well as 2 mock case study questions for CeFA3 protection

Qualification: Retirement Planning
CeFA3pensions; CF4

(Total of 25 word documents)
There is also a CeFA3pensions/CF4 Mock 50 M/C Test included
As well as 2 mock case study questions for CeFA3 pensions
There is also a CeFA 2/3/4 Mock case study Workbook available

Qualification: Integrated financial planning
CeFA4; CF5

(Total of 18 word documents)

Qualification: Mortgages
CeMAP 2; CF6

(Total of 31 word documents)
There is also a CeMAP2/CF6 100MCQTest included

Qualification: Assessment of mortgage Advice Knowledge
CeMAP 3; CF6

(Total of 17 word documents)
I have also produced a generic Study Guide to aid revision for the above qualifications

 

RDR Retail Distribution Review Training

Financial Services Gap Analysis Tool - produced with REALSENSE Solutions Ltd

Practical support, guidance and workshops to achieve an effective corporate governance framework

Neil Young's Favourite Places - Click here

Useful Links to Organisations in the Financial Services Industry
 
Link to the Financial Services Authority Link to the ifs School of Finance Link to the Institute of Financial Planning Link to the Chartered Insurance Institute Link to Securities and Investment Institute Link to Penrose
 
Link to The Building Societies Association Link to The British Bankers' Association Link to The Association of Friendly Societies Link to the Association of Mortgage Intermediaries Link to the Association of Independent financial advisers Link to the Financial Services Skills Council Link to Global Professional Publishing