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Qualification details

Providing Financial Services (Banks and Building Societies)

Qualification summary

This qualifiaction has been designed for those working in financial services. Candidates must complete units covering contributing to a safe and secure working environment and to the development of personal performance. Candidates must also complete a further five units covering areas such as: develop and maintain working relationships; solve problems for customers; communicate effectively; sell financial products and services; set up customer accounts; authorise transactions; operate tills and using a computer system.

Qualification details

Q1051079
IFS - IFS School of Finance
2
NVQ - National Vocational Qualification
Accreditation start date:
05/02/1999
Operational start date in centres:
Accreditation end date:
16/04/2003
Certification end date:
17/04/2003
England
16-18, 18+, 19+
Wales
Not specified
N.Ireland
Not specified
Approval start date:
01/08/2002
Approval end date:
16/04/2003
Candidates must complete all units in Group A, Mandatory Units plus at least one unit from Group B, plus a further four units from either Group B or Group C, Optional Units.
  • A  -  Mandatory Units
    Candidates must complete all units in Group A.
    • U1051329 - Contribute to a Safe and Secure Working Environment
    • U1051330 - Contribute to the Development of own Performance
  • B  -  Optional Units
    Candidates must complete at least one unit from Group B, with a further four units being taken from either Group B or Group C.
    • U1023932 - Solve Problems for Customers
    • U1023934 - Improve Service Reliability for Customers
    • U1051331 - Develop and Maintain Working Relationships
    • U1051332 - Communicate Effectively with Others
    • U1051333 - Contribute to Effective Team Working
    • U1026372 - Contribute Towards Productive Relationships with Callers
  • C  -  Optional Units
    Candidates must complete at least one unit from Group B, with a further four units being taken from either Group B or Group C.
    • U1051338 - Obtain Information for Effective Working
    • U1051339 - Authorise Transactions Using Telecommunications Equipment
    • U1051340 - Operate a Sterling Counter Till
    • U1051341 - Operate a Multi-Currency Till
    • U1051342 - Enter and Retreive Data Using a Computer System
    • U1051334 - Identify Sales Leads for Follow-up Calls
    • U1051335 - Sell Products and Services Over the Telephone
    • U1051336 - Sell Financial Products and Services
    • U1051337 - Set Up Customer Accounts