A versatile and flexible qualification vital for any business that operates financial services.

Financial service roles are often complex, demanding and involve a high degree of legal oversight and regulatory compliance.

The Highfield Level 3 Certificate in Providing Financial Services (RQF) has been developed specifically to ensure staff have the knowledge and competence to work effectively in roles such as insurance underwriters, claims and broking staff, banking cashiers/call centre advisers, investment operators, pension administrators, financial advice and mortgage support staff, and those involved in debt collections.

Written by our experts in the subject and with reference to the important regulations and requirements around financial services, the qualification can be taken as part of the competency component of the Advanced Apprenticeship in Providing Financial Services or as a standalone qualification.

And because we recognised the complexity of the sector and the variety of roles available, the qualification offers 9 different pathways:

Pathway A - banking and building society accounts
Pathway B - customer payments for financial products and services
Pathway C - general insurance
Pathway D - investment operations
Pathway E - life, pensions and investments
Pathway F - financing and credit
Pathway G - administration for financial planning and/or mortgage intermediaries
Pathway H - debt collections
Pathway I - pensions scheme and administration

Topics include:

Complying with regulations within the financial services environment
Assessing and using straightforward financial information to reconcile accounts
Processing payments relating to stakeholder investment transactions or accounts
Establishing, monitoring and maintaining bank or building society accounts for customers
Arranging the settlement of investment transactions