Who is this qualification for?
This qualification is aimed at individuals wishing to gain a nationally recognised qualification in providing financial services. Learners can choose from 9 different pathways which are:
It forms the competency element of the Advanced Apprenticeship in Providing Financial Services or can be delivered on a stand-alone basis.
How long will it take?
The total qualification time (TQT) for this qualification is 310 hours and of this 154 are recommended as guided learning hours (GLH).
Topics may 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 and arranging the settlement of investment transactions depending on the unit selection.
This qualification is assessed by a portfolio of evidence.
A full qualification specification is available for approved centres in the Download Area.