CeFA or CeMAP?
April 11, 2009
When people start to think about becoming qualified to work in the financial industry, becoming either a financial advisor or a mortgage advisor are probably the two most popular choices and require either the CeFA or the CeMAP training and qualification respectively.
If a person is lucky enough to already work or have experience of working within the financial industry, then some people are quite clear on which route they want to take, however, being a predominantly CeMAP and CeFA training company we do speak to many who are unsure and want a little guidance on which qualification they should study for.
Our advice is Read more
FSA to review financial advisor rules
March 3, 2009
Many people are confused by the different types of financial advisor available to them. Often, someone is reluctant to pay for advice so they look for a financial advisor that can advise them ‘for free’ and instead earn their money by taking a commission from the company that their client eventually places their business with.
The analogy being used in the papers is that you wouldn’t go to a doctor who Read more
A Christmas gift for a mortgage advisor
December 21, 2008
Mortgage advisors are a strange breed, we find. Highly intelligent (of course), interested in ensuring financial stability and great communicators, but they can also be very difficult to buy for at Christmas.
In the current financial climate, some mortgage advisors are having to look around for ways to diversify their income and those that have already done so are doing very well.
One Christmas gift you could consider Read more
