Financial Advice Exam 3 - results

I passed CeFA-3 getting merit passes in both the retirement and protection section. 80%+ is needed for this compared to 90%+ for a distinction.

The next exam, logically enough, is CeFA-4 where I have to show that I can:

"apply the knowledge and understanding of modules one, two and three in order to apply suitable financial solutions within the regulatory and ethical framework"

The first 3 modules cover:

• UK financial services industry, regulation and ethics
• Investments and risk
• Protection
• Retirement

I'm planning to take this exam by April 2008.