Certificate Programme
Professional Certificate for Financial Advisors
this Course
in this Course
Overview
The Professional Certificate for Financial Advisors (Cert.FA) is a self-study certificate programme. It equips finance professionals with the skills required to provide sound financial advice to clients on the products and services that can help them achieve their financial goals.
The programme is accredited in Trinidad and Tobago by the Accreditation Council of Trinidad and Tobago (ACTT) and internationally by the Chartered Banker Institute (CBI), UK (the oldest Banking Institute in the world).
The Cert.FA Programme consists of three specializations: Banking, Mutual Funds and Securities. Each specialization consists of three levels, with Level 1 being the foundation for all specializations.
Students will cover four (4) modules in this course:
Level 1
Level 2
Level 3
Finance Ethics
Internationally Accredited
Hear what these graduates have to say.
Ms. Sasha Thomas
The Cert. FA program offered by IBF gives a balanced and controlled avenue to explore a relatively challenging field of study in a manageable and comprehensive way. It was designed for success, to achieve high standards in the comfort of your own space via the self-study method.
I will highly recommend this course to anyone seeking initiation or advancement in the world of finance. Discipline is the key! Start your journey to greatness with IBF. You will not regret it.
Mrs. Jochelle Dasent Wainwright
I would highly encourage anyone working in the finance sector to pursue he Professional Certificate for Financial Advisors. The Cert. FA program is perfectly designed for flexible self-study that can fit into even the busiest schedule.
This program gives you the added knowledge, confidence and capacity to deliver value to clients at the highest level. All of the modules are packed full of useful and important information that should be compulsory for every financial advisor to understand when dealing with clients.
Mr. Kevin Lee
Having completed the Cert. FA programme with a specialization in banking, I would describe my experience as both dynamic, and rewarding. It provided the perfect level of flexibility that I needed because of he demanding nature of my job. The learning provider supplied me with adequate study materials across all levels of the programme.
I will recommend this programme to anyone that is seeking to enhance their professional skills and knowledge since this is critical in the increasingly competitive commercial environment that exists today.
If the journey gets challenging, rest and rejuvenate but do not give up!
Specializations
Level One – Introduction to Financial Services and Products
- Financial Planning
- Economic Environment
- The Regulatory Context for Financial Service Sales
- Banking Services of Financial Institutions
- Time Value of Money
- Taxation
Level Two – Financial Products
- Insurance
- Mortgages
- Consumer Credit
- Financial Products & Markets
- Retirement
Level Three – Case Book: Client Assessment and Advice
Level One – Introduction to Financial Services and Products
- Financial Planning
- Economic Environment
- The Regulatory Context for Financial Service Sales
- Banking Services of Financial Institutions
- Time Value of Money
- Taxation
Level Two – Financial Products
- Introduction to Capital Markets
- Types of Securities
- New Issues
- Primary and Secondary Markets
- Special Regulatory Requirements
- Accounting Analysis
- Financial Statement Analysis
- Fixed Income Securities Analysis
- Fundamental and Technical Analysis
- Investment Management
- Financial Products and Markets
- Retirement
Level Three – Case Book: Client Assessment and Advice
Level One – Introduction to Financial Services and Products
- Financial Planning
- Economic Environment
- The Regulatory Context for Financial Service Sales
- Banking Services of Financial Institutions
- Time Value of Money
- Taxation
Level Two – Financial Products
- Mutual Funds – An Introduction
- Types of Mutual Funds
- Mutual Funds Risks
- The Mutual Fund Organization
- Fees and Expenses
- Fund Pricing
- Returns and Performance
- Marketing of Mutual Funds
- Mutual Fund Customers
- Financial Products and Markets
- Retirement
Level Three – Case Book: Client Assessment and Advice
Academic Guidance
The Cert. FA Programme was developed for self-study and as such, taught classes are not offered by the IBF. However, if you are interested in accessing taught classes for the programme, please contact our office to find out more about our recommended tuition providers.
Entry Requirements
To register for the Cert. FA Programme, candidates must meet the following requirements:
A minimum of two CAPE/GCE Advanced Level passes and five CXC/GCE Ordinary Level passes, including English Language, Mathematics or a Mathematics-related subject. CXC Grade III accepted from 1998. OR
Candidates must become members the Institute and maintain an up-to-date membership subscription throughout course of study.
Payment Methods
Direct Deposit
Linx
Credit Card
Certified or Managers Cheques
* Personal Cheques and Cash are not accepted
Registration
Registration Deadline: 26th July, 2024
Examination Date: 28th Sept, 2024
To register for the Cert. FA Programme, please download, print and complete the following forms and return them to our office:
Cert. FA Examination Registration Form
Complete payments of the registration, annual membership and examination fees must be received prior to registration for the Programme.