NVQ
Mandatory Units
- Develop yourself to improve and maintain workplace competence in a financial services environment.
- Plan and organise your work in a financial services environment.
- Ensure your own compliance with financial services regulation.

2 Units from Level 2 Technical Options Groups:
- Bank account options
- Insurance claims options
- Insurance Intermediation Options
- Insurance underwriting Options
- Long term Insurance Options
- Customer payments for financial products and services options

Any 1 Further Unit From:
- Account options
- Insurance claims options
- Insurance Intermediation options
- Insurance underwriting options
- Long term insurance options
- Customer payments for financial products and services
- Financial services customer care options
- Leadership and management options
- Financial services sales process operations

Key Skills
- Communication level 2
- Application of Number level 1

Technical Certificate
- CII Level 3 Certificate in Insurance

Other
- Employment rights and responsibilities