Providing Financial Services QCF Level 3 Award or Certificate
Providing Financial Services QCF Level 3 Award or Certificate
This qualification is designed for learners responsible for the performance of others, 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.
The course consists of seven (nine for debt collection) units, three mandatory and four (six for debt collection) optional units relating to the students specific area of finance.
Mandatory units:
- Improving and maintaining workplace competence in a financial services environment
- Developing productive working relationships with colleagues
- 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.
Students will complete a portfolio of naturally occurring evidence from the workplace over 15 months and meet with an occupationally competent assessor on a monthly basis.
An optional one day taught session is available to enable the student to produce an effective personal development plan and link this in to their work objectives.
Progression to IFS qualifications, business administration, management and customer service qualifications.
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“I have found GCS Training and its assessors to be very thorough and use their time on site to provide the highest standard. They provide a lot of one-to-one coaching for individuals who perhaps find it harder than others.
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Paul Trew, Site Manager, Q Park
Featured Course
This apprenticeship is fully-funded and is designed for learners who are new entrants to business administration roles.
At Level 2 the apprenticeship can be used to recruit and train new staff to your organisation, with suitable roles including business support administrators, office juniors, office supervisors, personal assistants, secretaries or receptionists in a wide range of industries.