Providing Financial Services

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Providing Financial Services Level 3 Advanced Apprenticeship

There are a number of components that make up a Providing Financial Services Advanced Apprenticeship. Here you will find an outline of the qualifications you will achieve and the units and vocational areas you will cover throughout your training as well as other important information such as timescales, funding and what this qualification can lead to.​


​Advanced Apprenticeship in Providing Financial Services which includes:


The apprenticeship is made up of a number of pathways that allow you to choose which aspect of the sector you want to focus on. They are:

  • A competence qualification: Level 3 Certificate in Providing Financial Services
  • A knowledge qualification: Level 3 Certificate in Customer Service
  • Functional Skills Maths Level 2
  • Functional Skills English Level 2
  • Employment Rights and Responsibilities
  • General insurance
  • Banking
  • Life, Pensions and Investments
  • Financing and credit
  • Administration for Mortgage and/or Financial Planning intermediaries
  • Investment operations
  • Pensions administration
  • Debt collections
  • Customer payments for Financial Products and Services

How Much Does It Cost?

About The Training

Assessment method: There are various methods available that can be tailored to suit your needs, such as:

  • Observation
  • Examination of case history
  • Product evidence
  • Witness testimony
  • Questioning

All teaching, learning and assessment for the qualification will take place in the workplace. There is no requirement to attend college.

    Want More Detailed Information?

    View the NVQ standards here.

    View the Technical Certificate standards here.

    What About The Future?

    ​Apprentices completing their Apprenticeship programme may progress directly onto the Level 4 Higher Apprenticeship in Providing Financial Advice.

    For those who wish to continue their development of skills and qualifications beyond level 3, there is a wide range of progressions dependent on the pathway you have chosen. You can find further information using the following link:

    Further Information

    ​Entry requirements: You must be employed in a financial services environment carrying out financial services tasks for at least 16 hours per week.

    This apprenticeship programme would suit someone who has good communication and listening skills. Other relevant skills include numeracy, research, analytical, IT, self disciplined and good record-keeping skills. This programme would also suit individuals who have a good understanding of providing solutions to people’s financial needs and can interact with different kinds of people.

    Whilst there are no minimum academic entry requirements, to be successful on the programme entrants should preferably possess GCSEs in English and Maths at grades A to C, however, many employers are also interested in skills and experience. Learners will be asked to declare any criminal convictions, bankruptcy or CJJs at the time of registration onto the qualifications.

    Getting Started

    To get started please complete the form below and one of our team will contact you ASAP.

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    Apprenticeship Levy

    The new apprenticeship levy on employers will be introduced in April 2017 and will help fund employer apprenticeship schemes and reach the target of delivering three million apprenticeships by 2020.

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