Certificate in Financial Services
The Level 3 Certificate in Financial Services offers a choice of two learning routes, ideal for those in operational or technical support roles within financial services.
The life and pensions route develops knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
It is particularly suitable for the life , pensions and long-term savings sector, including customer operations, back-office teams and contact centre team leaders.
The general route develops fundamental knowledge of the financial services sector, including regulation, legislation, customer service, administration, marketing in financial services and key products, such as .
It is ideal if you are providing operational support to financial planners, paraplanners and technical support teams.
Completion requirements
The life and pensions route is comprised of three core units, providing 45 CII credits on successful completion. These credits can be used towards further CII qualifications.
Life and Pensions Customer Operations (LP1) 15 CII credits
Financial Services Products and Solutions (LP2) 20 CII credits
Life and Pensions Principles and Practices (LP3) 10 CII credits
We recommend that you sit the required core unit(s) first as these provide foundation knowledge upon which the others build.
Completion requirements
The general route comprises two core units from a choice of three, providing a minimum of 35 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
And
Financial Services Products and Solutions (LP2) 20 CII credits
Upon successful completion, members can use the relevant designation below.
Designation
Life and pensions route: CertCII (Life and Pensions)
General route: CertCII (FS)
For more information, please click Certificate in Financial Services
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