Providing Financial Services QCF Level 2 Certificate
A Level
In Sketty
Description
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Type
A Level
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Location
Sketty (Wales)
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Start date
Different dates available
Course Overview:
This qualification is designed for learners who work in banks, building societies, mortgage providers, debt collection agencies, finance/H.P. providers and customer service organisations - this qualification can be tailored to suit anyone whose role involves providing financial services.
At the conclusion of the programme, the expected learning outcomes are that the student will:
Understand their roles and responsibilities and be able to discuss, agree and implement a personal development plan
Be able to identify work objectives and develop a plan to meet objectives, both personally and with a team.
Be able to identify and comply with regulatory requirements.
Reflect on and enhance their selling skills.
Understand and demonstrate the key elements in providing excellent customer service.
Be able to effectively process financial transactions.
Facilities
Location
Start date
Start date
About this course
Progression Opportunities:
Progression to Level 3 Certificate in Providing Financial Services, IFS qualifications, business administration, management and customer service qualifications.
Entry Requirements:
No formal entry requirements required.
Reviews
Subjects
- Financial Training
- Financial
- Finance
- Customer Service
- Financial Services
Course programme
Course Delivery:
The course consists of six units, three mandatory and three optional units.The optional units are tailored to the individual’s specific area of finance (three mandatory and five optional for debt collection)
Mandatory units:
- Improving and maintaining workplace competence in a financial services environment
- Planning and organising work in a financial services environment
- Complying with regulations within the financial services environment
Optional units are tailored to suit the individual sector. The units cover a range of topics including customer service, sales, sales administration and personal development.
Additional information
Providing Financial Services QCF Level 2 Certificate