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Advising on Financial Products – Financial Advice Route Advanced Apprenticeship at Colchester Institute

Course description

This course is designed to give you the relevant training and education required to work within the financial services environment. It is aimed at those who are involved in financial services as their primary work activity and have the ability to carry out a range of routine tasks in their role. At advanced level, you will have an understanding of complex functions and activities.

Course content

The course combines developing your practical and theoretical skills at College, together with experience gained in the workplace.

IFS School of Finance Certificate for Financial Advisors. Units include:

  • UK Financial Regulation
  • Investment and Risks
  • Retirement Planning and Protection
  • Assessment of Investment Advice Knowledge

City & Guilds Certificate in Providing Financial Services Level 3. Units include:

  • Complying with Regulations Within the Financial Services Environment
  • Debt Repayment Monitoring
  • Payment Processing
  • Debt Collection Case Management (Pre-legal)
  • Banks and Building Societies
  • General Insurance
  • Life, Pensions and Investment
  • Financing and Credit

As part of the Apprenticeship framework you will also study Employment Rights and Responsibilities, and Functional Skills Level 2/GCSEs in English and maths.

Entry requirements

Successful completion of a relevant level 2 qualifcation, or 5 GCSEs (grades A*- C) including English and maths. Learners will be required to attend an interview with the work based learning team and be asked to complete skills assessments in literacy and numeracy. Learners on this course are required to be employed in a suitable work placement.

Future opportunities

Possible progression to higher education or industry specialist qualifications.

How to apply

If you want to apply for this course, you will need to contact Colchester Institute directly.

Last updated date: 02 March 2016

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