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Providing Financial Services: Customer Payments for Financial Products and Services

This information is taken from an apprenticeship framework. It sets out what qualifications the apprentice can achieve.

Summary of this apprenticeship framework

Level
3 (equivalent to A levels at grades A to E)
Typical length
18 months
Current funding band
Up to £3,500 per apprentice.
More information about funding
Entry requirements
Your chosen training provider can advise you about entry requirements for apprentices.
Suitable roles for apprentices
  • Customer Adviser
  • Senior Adviser
Your chosen training provider can advise you about the kinds of skills apprentices will learn.
Qualifications

Apprentices will achieve a practical (or 'competence') qualification:

  • Certificate in Providing Financial Services
  • Certificate in Providing Financial Services (RQF)

Apprentices will also achieve a theory-based (or 'knowledge') qualification:

  • BTEC Certificate in Principles of Customer Service
  • Certificate in Business Banking and Conduct
  • Certificate in Customer Service
  • Certificate in Customer Service (RQF)
  • Certificate in Financial Services
  • Certificate in Financial Studies
  • Certificate in Insurance
  • Certificate in Insurance Claims Handling
  • Certificate in Paraplanning & Financial Administration
  • Certificate in Principles of Customer Service (RQF)
  • Certificate in Professional Banking
  • Certificate in Regulated Complaints Handling
  • Certificate in Retail Banking Conduct of Business
  • Diploma in Financial Studies

Your chosen training provider can advise you about the qualifications open to apprentices as they can change depending on individual and other circumstances.

Professional registration
None specified.