Certificate in Financial Studies (CeFS) has been designed to provide you with a challenging qualification covering the core disciplines of financial capability. You are encouraged to become responsible borrowers, sensible savers, and have an appreciation of the need for financial planning throughout their life. This will be achieved by teaching you to apply appropriate solutions from the varied choices available within the evolving and competitive financial services marketplace. CeFS enables you to evaluate the impact of the changing regulatory and operating environment, technical changes, and risk management on issues relating to financial capability. You will develop an understanding of the wider financial services industry and explore the key developments affecting consumers in recent years.
CeFS consists of two mandatory units:
Unit 1 – Financial Capability for the Immediate and Short Term
Unit 2 – Financial Capability for the Medium and Long Term