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Intermediate Apprenticeship & Advanced Apprenticeship in Providing Financial Services - Level 2/3 at Calderdale College

Course description

As an Apprentice you could work in a wide range of Financial Services roles associated with: General Insurance, Long Term Insurance, Retail Banking, Building Societies, Financial Services Advise and Investment Administration. Aspects of the job include face to face and telephone contact with customers, dealing with insurance claims and giving information about products. Both the Apprenticeship and Advanced Apprenticeship include skills assessment in the workplace, day release study for the Technical Certificate and embedded Functional Skills.

Course content

The qualification allows for specific technical focus, however it also gives the apprentices a wider focus of cross sector skills such as Customer Care, The Financial Services Sales Process, Leadership and Management.The programme offers:One to one guidance, Regular work-based assignments, NVQ Level 3 in Retail Financial Services (worth 10 credits towards Chartered Institute, CII Certificate). On successful completion, members can register with the Personal Finance Society (PFS) and will be entitled to use the designation Cert PFS.


Entry requirements

Must be in a work placement, and be interviewed by a training officer


Assessor guidance and observation. Completion of portfolio evidence. Completion of assignments.

Financial information

No fees payable for learners aged 16-18. For applicants over 18, please contact us for more information

Future opportunities

Once completed, Apprentices can go on to study for a number of Advanced Qualifications and Diplomas, Specialist Qualifications of Higher Level.

Further information

Please complete an application form and return it to us at the following freepost address:-
Calderdale College Central Admissions Unit, FREEPOST HX2 004, Francis Street, Halifax, HX1 3BR

or click the link to apply online:

How to apply

If you want to apply for this course, you will need to contact Calderdale College directly.

Last updated date: 22 October 2014
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