Providing Financial Services QCF Level 2 Award or Certificate


Providing Financial Services QCF Level 2 Award or Certificate

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.
Entry Requirements: 

No formal entry requirements required.

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.

Progression Opportunities: 

Progression to Level 3 Certificate in Providing Financial Services, IFS qualifications, business administration, management and customer service qualifications.

Additional Information: 

One day course to be held at GCS Training, monthly meetings thereafter at learner’s workplace.


01792 284400

GCS Training is a part of Gower College Swansea


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Competitive pricing and no VAT.


Extensive course portfolio with consultancy and bespoke options.

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Customer Feedback

“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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