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Financial Services Qualifications with real, human support.

Whether you're brand new to financial services or you've tried and failed before, I'll help you ditch the guesswork and focus on what actually gets results backed by unlimited personal support, from CeMAP to DIPFA and beyond.

1500+

Students Supported

4

Qualifications Covered

95%

Fast Track Pass Rate*

*Based on students who have passed within 2 days of the end of a course in 2026

#1

Provider offering Whatsapp support to all students

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Which qualification are you working towards?

Find your course below, each one comes with personal support & a dedicated community of students who are exactly where you are right now.

Most Popular

CeMAP

The mortgage advisor qualification. The most popular starting point in Financial Services. Modules 1, 2 & 3 are fully covered.

Optional CPD

R05

Protection. An optional extra alongside CeMAP to build confidence with Life Insurance & Financial Protection

Specialist

CERER

Equity Release Specialist Qualification. Covers Lifetime Mortgages, Home Reversion Plans & the ERC framework.

Coming 2026

DIPFA

Diploma in Financial Advice, the next step for advisors building a full, career-defining advice practice.

Study your way...

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Fast Track Courses

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E-Learning Platform

Hi, I'm Charlotte, I failed CeMAP. The I built a business that helps you pass it...

After failing (multiple times even after a Fast Track Course), i started a podcast to help myself and others understand the textbook materials better. Somewhere along the way it turned into a six figure coaching business and over 1500+ qualified students.

I'm not a stuffy training provider. I'm a coach who's been exactly where you are... staring at the textbook that makes no sense and wondering if you're cut out for this.

You are. You just need the right support.

I cover CeMAP, R05, CERER & DIPFA & I'm building Future in Finance to be the only place you'll ever need to come to for a Financial Services Qualification.

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Free Training?

Join the mailing list to be the first to hear about free training sessions and live workshops, real post-exam feedback from students, the things that actually come up in the exam, new course launches, early access offers, and practical study tips that make the textbook finally make sense. No spam, no pressure, just genuinely useful CeMAP & Equity Release support when you need it.

A note on LIBF accreditation...

When I launched my CeMAP MasterClasses back in 2023 and saw the first courses sell out with incredible student results (100% passed first time 'thankyouverymuch'), I fully intended to become officially accredited.

 

I contacted LIBF directly to ask about joining their Accredited Provider list, only to be told that applications from new providers were not being accepted. That was three years ago, and hasn't changed yet.

 

That was a bit of a hard lesson for me, because I realised that it was almost impossible for student-focused businesses to gain formal recognition, regardless of the quality of support or outcomes they provide.

What I came to understand after that is that accreditation and credibility are not always the same thing. I measure the value of what I do through student outcomes, long-term support, honest reviews from people who have actually passed, and the fact that my students continue to receive guidance long after a course ends.

 

I’ve built my business around accessibility, accountability, and real human support, not just a logo or title. Every learner still sits the exact same official CeMAP exams through LIBF, and ultimately the qualification they achieve is identical. The difference is simply the level of structure, encouragement, and personal support they receive while getting there. I made an entire podcast episode on this too, you can watch it here:

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Why work with Me?

But don't just take my word for it...

Ellen Owen

Charlotte is AMAZING! I would not have passed my cemap 1 without her! She goes above and beyond to make sure you pass and get the best grade possible! Thank you Charlotte 🙌🏻

Charlotte S

I took the CeMAP 1,2 and 3 masterclass with Charlotte. She was brilliant, very thorough very supportive and covered everything required for the exams. I struggled to read the textbooks, so if you are easily distracted like me she was worth every penny. I highly recommend her masterclass. I took the CeMAP 2 and 3 course first and gained merits and distinctions. Then I sat the UKFR exam the Saturday morning after takin that course and passed with Merits I'd have been happy just passing but she really drilled in the information needed to pass and do it well. If you're considering the masterclass, book it, you won't regret it.

Kasia

To anyone that is considering Charlotte's Masterclass -think no longer, just do it! She's amazing and she really wants to you to feel confident and pass the exams I regret not doing it earlier, I've tried to learn myself, I've tried other providers and after nearly 2 years I was nowhere near feeling ready for my exams. After 5 days with Charlotte I booked my exam on Sat morning and passed it 🎊 I can't wait for Cemap 2&3 Masterclass now, thanks to Charlotte I know I can do it 🥳

My Students get results

What a week I have just had, The course Charlotte has put together has really helped me in ways I can’t describe I struggle massively with studying and learning from a book.This course was made to seriously get through to you in the right way which has now gave me the motivation to get my exam booked, What stood out to me was how she was able to adapt to everyone’s way of working and made time for us individually to make she we all understood what was being said.I can’t thank Charlotte enough for what this has done for me and will do for me going forward.

- Chris G. Mortgage Admin

I Know it's hard

It can be difficult sometimes but i will be with you every step of the way

Even more reviews

Beth Gapper

I have just had the best week on the CeMap 1 masterclass with Charlotte. I passed my exam yesterday 1st time thanks to Charlottes masterclass.honestly wouldn’t have been able to pass 1st time without her masterclass .

Her teaching and the support she gives is incredible. I found out that I couldn’t self study as the book really over complicates things and she breaks everything down to make sure we understand it.

I’m so glad I invested in this course and am really looking forward to sitting the CeMap 2+3 masterclass with her in January.

For anyone considering booking on to it - honestly just go for it you won’t get this much level of support anywhere else.

Honestly can’t thank Charlotte enough for this week and really looking forward to my next course with her in January.

Becky Gratton

If you want to pass your CeMAP qualification, Charlotte's Master Class is all you will need. I took the master class with very little experience of mortgages (never even had one myself) and I passed all three exams first time. The course is brilliant, really engaging and informative, it was so much easier than attempting to learn anything from the CeMAP text book. She has lots of quirky little ways to help you understand and remember the vast amount of information in the CeMAP study material. She is really supportive and genuinely cares about your learning. Charlotte gives a really nice personal feel to your learning journey and supports you on a 1:1 basis even after you've completed the actual teaching sessions. The support material (exam prep Qs, note sheets and the E-Learning platform) was tremendously helpful in helping me pass my exams. I am so grateful to Charlotte and I urge anyone wanting to pass their exams to just go straight to Charlotte.

Lucy Roberts

Charlotte is absolutely amazing! I joined a masterclass due to not having the best knowledge and confidence to pass the exam and I’m so glad I did! I did the masterclass with a 6 month old baby in tow and she helped me get the knowledge and confidence to smash the exam first time. I honestly couldn’t recommend her enough! If you want to do your CeMAP book yourself onto the masterclass for your best chance to pass.

The Financial Feed

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