Certificate in Financial Services Sales and Service

Summary:

The Level three Certificate in Financial Services Sales and Service is designed to give you a broad and balanced understanding of the retail banking and financial services industry. It is intended to enhance job-related skills by studying practical topics. The Certificate offers a curriculum of practical subjects covering a wide range of topics.

The qualification consists of three mandatory units: Financial Services Industry – Products and Services, and two further units to meet current job needs or future career aspirations.

Further units:

• Marketing within the financial services environment
• Sales and service within a financial services environment.

Successful candidates can progress to further study, including Foundation Degrees, Honours Degrees, other professional qualifications or Level seven Diplomas in Business and Corporate Banking, Building Society Operations, Financial Services Leadership or Chartered Banker.

The course takes up to six months to complete using a blend of supported home study and college tuition. Whilst there are no formal entry requirements for this programme of study, candidates would be expected to have a good level of numeracy and literacy and to work in an environment where the application of learning can be maximised. Assessment for this programme is by online examination.

The Certificate is aimed at those who are working within the retail banking or financial services industry who seek to gain a broad understanding of the customer adviser role. This qualification enhances job-related skills by studying practical topics which are designed to prepare you for current practice and the rapidly changing environment of the industry.

Measurable business benefits

• Compliance with the FSA’s new regulations concerning the conduct of banking business
• Improved customer satisfaction levels
• Reduced complaints
• Improved capacity of staff to solve problems
• Increased workforce motivation.

Please contact the Advice Shop for details of costs and start dates.

Please note that although the information given is believed to be correct at the time of publication, course information, costs where applicable and attendance details may change.