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Qualification details

Providing Financial Services (Banks and Building Societies)

Qualification summary

This qualification 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 six units covering areas such as: develop customer relationships and business networks; effective administration and promotion of products and services; operate tills; provide mortgage advice; authorise business lending; investigate arrears and recover debt; manage information for action and support the efficient use of resources.

Qualification details

Q1051080
IFS - IFS School of Finance
3
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
Performance Measures
Candidates must complete all units in Group A, Mandatory Units plus at least one unit from Group B, plus a further five units from either Group B or Group C, Optional Units.
  • A  -  Mandatory Units
    Candidates must complete all units in Group A.
    • U1027786 - Manage Yourself
    • U1051343 - Contribute to a Safe, Secure and Effective Working Environment
  • B  -  Optional Units
    Candidates must complete at least one unit from Group B, with a further five units being taken from either Group B or Group C.
    • U1051344 - Maintain and Improve Customer Service Delivery
    • U1051345 - Develop Customer Relationships and Business Networks
    • U1051346 - Develop Productive Relationships with Callers
    • U1051347 - Ensure the Effective Administration of Products and Services
    • U1051348 - Address Problems and Complaints on Behalf of Customers
  • 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.
    • U1022906 - Gather Information Needed to Provide Financial Advice
    • U1022907 - Analyse Information Necessary to Provide Financial Advice
    • U1022908 - Advise On and Progress Financial Solutions
    • U1023007 - Review Customers' Financial Arrangements
    • U1027781 - Support the Efficient Use of Resources
    • U1027797 - Lead the Work of Teams and Individuals to Achieve their Objectives
    • U1027794 - Contribute to the Development of Teams and Individuals
    • U1027803 - Manage Information for Action
    • U1051340 - Operate a Sterling Counter Till
    • U1051341 - Operate a Multi-Currency Till
    • U1051351 - Contribute to Financial Services Sales Action Plans
    • U1051352 - Promote the Organisation's Products and Services
    • U1051353 - Provide Feedback on Financial Products and Services
    • U1051354 - Ensure the Provision of Counter Services
    • U1051357 - Process the Transfer of Foreign Currency
    • U1051358 - Set Up and Maintain Customer Accounts
    • U1051359 - Appraise and Authorise Personal Borrowing Applications
    • U1051360 - Progress Personal Mortgage Applications
    • U1051361 - Charge and Control Securities
    • U1051362 - Provide Personal Mortgage Advice
    • U1051363 - Appraise Business Lending Applications
    • U1051364 - Authorise Business Lending
    • U1051365 - Investigate Arrears and Recover Debt
    • U1051366 - Manage the Recovery of Arrears
    • U1051335 - Sell Products and Services Over the Telephone
    • U1051336 - Sell Financial Products and Services