The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

The general route develops fundamental knowledge of the financial services sector, including regulation, legislation, customer service, administration, marketing in financial services and key products.

The Level 3 Certificate in Financial Services is for anyone in operational or technical support roles. It offers a choice of two learning routes.

The life and pensions route builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.

The Level 4 Certificate in Paraplanning meets the specific needs of paraplanners, or those aspiring to the role. It offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas. It develops core technical knowledge in a number of key advisory areas, and helps you gain specialist report writing skills that improve your ability to provide sound professional advice.

The Level 4 Diploma in Financial Planning develops core technical understanding across a broad range of key financial planning areas.