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Providing Financial Services

Level 3 - Scotland

Course Summary

The purpose of this framework is to train insurance underwriters, claims and broking staff, banking cashiers/call centre advisers, investment operations, pension administrators, financial advice and mortgage support staff and those involved in debt collections.

Start date: Flexible

Level: 3

Duration: 24 months

Delivery: Blended

Assessment: Portfolio of evidence/CII exams

Qualification: Level 3 NVQ Certificate in Providing Financial Services – CII L3 certificate

Entry requirements: GCSE

Who is it for?

Anyone who wants to work as a in insurance, banking, investments or mortgages. Progression from Providing Financial Services (L2).

What will they learn?

This is dependent on the various pathways. Apprentices will be required to complete a CII level 3 certificate and a competency-based qualification from the options provided in the framework. Apprentices will also complete employer rights and responsibilities as well as English and Maths L2 if not obtained prior to stating the framework.


A combination of portfolio building, observation, assessment, and questioning on knowledge and understanding. This apprenticeship features qualifications included in the Credit and Qualifications Framework and provides a flexible approach to learning, letting employees choose units and credits.

Future job roles

This would depend on the chosen pathway but could include roles, such as financial services administrator, mortgage adviser or paraplanner.

Technical information



If you are ready to support the individual training needs of the apprentice, then you are ready to take the first step on the Aspire programme. Please complete our registration form and we will contact you.