The Award in Customer Service Insurance (non-UK) provides an essential introduction to the customer service function specific to insurance companies, intermediaries and providers. It helps build knowledge and understanding of the key processes and requirements related to good customer service.

The Level 3 Award in Financial Administration is an introductory qualification providing essential knowledge of the financial services sector, the process of investment planning, and the administration of life or pensions business, depending on the unit selected.

The Award offers the choice between life or pensions administration. Importantly, each satisfy the FCA qualification requirements for overseers of certain administrative life and pensions functions.

The Award in Financial Planning (Hong Kong) is designed to provide knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

The Award in Financial Planning (Hong Kong) – Traditional Chinese provides knowledge and understanding of the financial planning process within a professional business environment and the core financial and life assurance products suitable to a client’s needs.

The Award in Financial Planning (non-UK) provides foundation knowledge in the core financial and life assurance products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

The Award in General Insurance (Hong Kong) is similar to the Award in General Insurance (Non-UK), but specific to the Hong Kong regulatory environment. The Award is an introductory-level qualification that helps develop your knowledge and understanding of insurance principles, local procedures and products.

The Award in General Insurance (Hong Kong) – Traditional Chinese is an introductory-level qualification that develops your understanding of the basic principles of insurance, the main legal principles related to insurance contracts, the main regulatory principles related to insurance business and the key elements to protect consumers.

The Award gives a broad understanding of home insurance, including the need for cover and its benefits; insurance legal principles and duties; product features; how cover is arranged and provided, and the principles of delivering good customer service.

The Award in Investment Planning (non-UK) helps you to develop and demonstrate your knowledge of investment products. You will also learn what constitutes professional practice, providing you with a framework for ethical behaviour.

The Level 2 Award in Life and Pensions Foundations introduces key life and pensions topics, including customer needs, financial solutions and operational practices across pensions, protection, investments and savings, the sector’s value to society and the economy, and the importance of professional conduct and maintaining a customer focus.