Award in Financial Administration
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.
Importantly, it satisfies FCA qualification requirements for overseers of certain administrative life and pensions functions.
It is suitable for anyone working in administrative and operational life or pensions roles, or anyone into an administrative overseer role who needs to comply with FCA appropriate qualification requirements.
Completion requirements
The Award comprises one core unit and one option unit, providing 25-30 CII credits on successful completion. These credits can be used towards further CII qualifications.
Financial Services, Regulation and Ethics (R01) 20 CII credits
Or
UK Financial Services, Regulation and Ethics (CF1) 15 CII credits
Option units:
Life Office Administration (FA1) 10 CII credits
Or
Pensions Administration (FA2) 10 CII credits
We recommend that you sit the required core unit(s) first as these provide foundation knowledge upon which the others build.
For more information, please click Award in Financial Administration
Designation
N/A
Get involved
We constantly review our learning content to ensure it remains relevant for individuals and businesses in Insurance and Financial Planning.
We are seeking views from market practitioners to further develop our relevant learning solutions related to Protection. If you would like to get involved, click Get Involved