01What it is
These are the units Pearson EDI registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated. Zavmo teaches towards them on your own work.
Zavmo is not an awarding body, is not an approved centre, and is not affiliated with Pearson EDI. It does the teaching and the mapping. Pearson EDI sets this qualification and awards it, and a qualified human assessor makes the assessment decision.
02The units
What each unit actually teaches you to do
Agreeing the settlement of straightforward claims for uninsured losses Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to agree the settlement of straightforward claims for uninsured losses
- Obtain and communicate information needed to settle the claim for uninsured losses
- Follow organisational procedures in dealing with uninsured loss claims including dealing with problems or complaints
- Correctly settle uninsured loss claims
- Keep accurate and complete records
- Understan
Assessing and using complex financial information to reconcile accounts Real unit · Pearson EDI
What you'll be able to do
- Assess complex financial information
- Deal with and resolve complex queries
- Comply with all codes, laws and regulatory requirements
Assessing and using financial information to reconcile stakeholder investment accounts Real unit · Pearson EDI
What you'll be able to do
- Use financial information to reconcile stakeholder investment accounts.
- Resolve discrepancies identified during reconciliation.
- Provide information about the reconciliation of stakeholder investment accounts.
- Keep accurate and complete records.
- Work within internal procedures
- Comply with external requirements and regulations
Assessing and using straightforward financial information to reconcile accounts Real unit · Pearson EDI
What you'll be able to do
- Assess straightforward financial information
- Deal with and resolve straightforward queries
- Comply with all codes, laws and regulatory requirements
Authorising financial transactions using telecommunications Real unit · Pearson EDI
What you'll be able to do
- Obtain and confirm all necessary details to commence the transaction process
- Apply the organisation’s authorisation criteria
- Complete the transaction following organisational procedures
Building effective relationships with clients in a financial services environment Real unit · Pearson EDI
What you'll be able to do
- Prepare for the delivery of effective customer service
- Work with clients to meet needs and expectations
- Confirm service delivery meets the needs and expectations of clients
- Comply with internal and external procedures and regulations
Complying with regulations within the financial services environment Real unit · Pearson EDI
What you'll be able to do
- Find out and identify the regulatory requirements relevant to the job role
- Comply with financial regulations
- Identify and respond to failures to comply with financial regulations
Contributing to reports for mortgage and/or financial planning clients Real unit · Pearson EDI
What you'll be able to do
- Contribute to the preparation of reports with mortgage advisers or financial planners
- Create report content
- Contribute to the production of valuations
- Comply with relevant codes, laws and regulatory requirements
Deal with customers using bespoke software Real unit · Pearson EDI
What you'll be able to do
- Prepare to deliver customer service using bespoke software
- Deliver customer service using bespoke software
- Understand how to deal with customers using bespoke software
Dealing with customers by telephone in a financial services environment Real unit · Pearson EDI
What you'll be able to do
- Open a conversation with a customer using a telephone and supporting equipment
- Understand how and be able to communicate effectively with the customer using a telephone and supporting equipment
- Deal with customer needs by telephone
- Comply with legal and organisational requirements
Dealing with requests to cancel financial services products or services Real unit · Pearson EDI
What you'll be able to do
- Understand how and be able to discuss the reason for the cancellation with the customer
- Understand how and be able to ensure the customer fully understands all the features and benefits which would be lost, if cancelled
- Arrange for the customer records to be amended accordingly and for confirmation to be sent to the customer
- Work within organisational procedures and legal and regulatory requirements
Dealing with straightforward claims for insured losses Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to deal with straightforward claims for insured losses
- Obtain information required to progress a straightforward claim for insured losses
- Provide advice to customers to help deal with the claim
- Work within organisational timescales when dealing with straightforward claims
- Keep accurate and complete records
- Understand the requirements of all codes, laws
Debt Collection Case Management Practice _pre legal_ Real unit · Pearson EDI
What you'll be able to do
- Monitor progress of debt collection procedures.
- Liaise with relevant parties in relation to debt collection.
- Prepare documentation and evidence to support the commencement of legal proceedings.
Debt Collection Case Management Principles _pre legal_ Real unit · Pearson EDI
What you'll be able to do
- Understand the principles of debt collection administration.
- Understand how to liaise with relevant parties in relation to debt collection.
- Understand how to prepare documentation and evidence to support the commencement of legal proceedings.
Debt Collection Negotiations Practice Real unit · Pearson EDI
What you'll be able to do
- Make contact with the debtor in an effective and appropriate way.
- Establish if a debtor is able to make full and immediate payment.
- Record and where appropriate, investigate disputes.
- Negotiate repayment solutions.
Debt Collection Negotiations Principles Real unit · Pearson EDI
What you'll be able to do
- Make contact with the debtor in an effective and appropriate way.
- Understand the impact of a debtor’s profile on the collection process.
- Record and where appropriate, investigate any disputes.
- Negotiate repayment solutions.
Debt Repayment Monitoring Practice Real unit · Pearson EDI
What you'll be able to do
- Review debtor accounts.
- Instigate action in response to non-payment.
- How to monitor debtor accounts to safeguard repayment arrangements.
Debt Repayment Monitoring Principles Real unit · Pearson EDI
What you'll be able to do
- Understand how to review debtor accounts.
- Understand how to instigate action in response to non-payment.
- Understand to how to monitor debtor accounts to safeguard repayment arrangements.
Debtor Call Handling Practice Real unit · Pearson EDI
What you'll be able to do
- Plan outbound telephone calls with debtors.
- Conduct inbound and outbound telephone calls with debtors.
- Record inbound and outbound telephone calls with debtors.
Debtor Call Handling Principles Real unit · Pearson EDI
What you'll be able to do
- Plan outbound telephone calls with debtors.
- Conduct inbound and outbound telephone calls with debtors.
- Record inbound and outbound telephone calls with debtors.
Generating and qualifying sales leads Real unit · Pearson EDI
This unit covers the practices, legislation, and regulations involved in generating and qualifying sales leads. You'll learn to prospect for customers effectively while ensuring compliance with relevant legal and ethical standards.
What you'll be able to do
- Understand the practices that relate to generating and qualifying sales leads
- Understand the legislation that relates to generating and qualifying sales leads
- Understand the regulation that relates to generating and qualifying sales leads
- Understand the codes of practice that relate to generating and qualifying sales leads
- Understand the process of generating sales leads
- Understand the process of qualifying sales leads
- Prospect for customers using appropriate methods
Give customers a positive impression of yourself and your organisation. Real unit · Pearson EDI
What you'll be able to do
- Establish rapport with customers
- Respond appropriately to customers
- Communicate information to customers
- Understand how to give customers a positive impression of themselves and the organisation
Improving and maintaining workplace competence in a financial services environment Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilites within a financial services organisation
- Discuss and agree personal work objectives
- Identify areas for personal development
- Discuss and agree to a personal development plan (PDP) and work objectives
- Implement a personal development plan (PDP) and work objectives
Operating a multi-currency till Real unit · Pearson EDI
What you'll be able to do
- Set up a multi-currency till and prepare for dealing with customers
- Operate a multi-currency till applying counter security measures
- Shut down a multi-currency till
- Monitor and comply with all codes, laws and regulatory requirements
Operating a sterling counter till Real unit · Pearson EDI
What you'll be able to do
- Set up a sterling counter till and prepare for dealing with customers
- Operate a sterling counter till applying counter security measures
- Shut down a sterling counter till
- Monitor and comply with all codes, laws and regulatory requirements
Operating credit control procedures Real unit · Pearson EDI
What you'll be able to do
- Identify non payment
- Take appropriate action with non payment
- Comply with all codes, laws and regulatory requirements
Operating payment by instalments Real unit · Pearson EDI
What you'll be able to do
- Arrange payment by instalments
- Monitor payments made by instalment
- Deal with failed payments
- Comply with all codes, laws and regulatory requirements
Payment Processing Practice Real unit · Pearson EDI
What you'll be able to do
- Process payment transactions.
- Resolve problems in relation to payment transactions.
- Accurately record payment transactions.
Payment Processing Principles Real unit · Pearson EDI
What you'll be able to do
- Understand how to process payment transactions.
- Understand how to identify and resolve problems in relation to payment transactions.
- Understand how to accurately record payment transactions.
Planning and organising work in a financial services environment Real unit · Pearson EDI
What you'll be able to do
- Develop a work plan
- Meet work plan objectives
- Work with others
Preparation for Debt Collection Practice Real unit · Pearson EDI
What you'll be able to do
- Obtain sufficient information to commence debt collection.
- Confirm if debt collection procedures should commence.
Preparation for Debt Collection Principles Real unit · Pearson EDI
What you'll be able to do
- Understand how to obtain sufficient information to commence debt collection.
- Understand how rules and regulations relate to debtors and the collection of debt.
- Understand if debt collection procedures need to commence.
Preparing and delivering a sales demonstration Real unit · Pearson EDI
You'll gain knowledge and skills to prepare, deliver, and evaluate sales demonstrations. The unit emphasises the importance of preparation, audience engagement, and effective communication to support successful sales outcomes.
What you'll be able to do
- Understand how to prepare for a sales demonstration
- Understand how to deliver a sales demonstration effectively
- Prepare the resources required for a sales demonstration
- Prepare the location for a sales demonstration
- Deliver a sales demonstration in a professional manner
- Evaluate the effectiveness of the sales demonstration
Preparing and pursuing statements of account for financial products and services Real unit · Pearson EDI
What you'll be able to do
- Prepare statements of account for financial products and services
- Pursue statements of account for financial products and services
- Comply with all codes, laws and regulatory requirements
Processing applications for financing and credit facilities Real unit · Pearson EDI
What you'll be able to do
- Confirm and match customer’s requirements for financing and/or credit to an appropriate facility
- Process applications for financing and/or credit facilities
- Understand and comply with legislation and regulation relating to the processing of applications for financing and credit facilities
Processing customers’ financial transactions Real unit · Pearson EDI
What you'll be able to do
- Deal with customer transactions and documentation
- Comply with all codes, laws and regulatory requirements
Processing documentation for bank or building society accounts Real unit · Pearson EDI
What you'll be able to do
- Gather information needed to process the documentation
- Produce the documentation
- Issue the documentation
- Comply with all codes, laws and regulatory requirements
Processing documentation for financing and credit facilities Real unit · Pearson EDI
What you'll be able to do
- Input information required for processing documentation for financing and credit facilities
- Produce documentation and check for problems and discrepancies
- Understand and comply with legislation and regulation covering financing and credit facilities as they relate to the processing of documentation
Processing documentation for straightforward life, pensions and investment contracts Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to prepare policies and other documentation
- Understand the importance of customer service in the financial services industry
- Prepare documentation using standard wordings for new and/or altered life, pensions and investment contracts
- Issue to customers documentation with standard wordings for new and/or altered life, pensions and investment contracts
- Understand the requirements of all codes, laws and regulatory
Processing instructions for straightforward mortgage and/or financial planning business Real unit · Pearson EDI
What you'll be able to do
- Process client requests for straightforward financial products and services once agreed
- Process payment and complete documentation
- Comply with codes, laws and regulatory requirements
Processing life, pensions and investment business applications Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to process life, pensions and investment business applications
- Decide if a life, pension or investment business application can be processed
- Complete a quotation for life, pension or investment business
- Inform the customer of the underwriting decision regarding a quotation for life, pension or investment business
- Understand the requirements of all codes, laws and regulatory requirements
- Co
Processing payments relating to stakeholder investment transactions or accounts Real unit · Pearson EDI
What you'll be able to do
- Process payments due from and/or to stakeholders
- Maintain records of payments due from and/or to stakeholders
- Act within personal authority levels
- Work within internal procedures
- Comply with external requirements and regulations
Processing straightforward claims for uninsured losses Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to process straightforward claims for uninsured losses
- Obtain information required to progress a straightforward claim for uninsured losses
- Communicate with customers and third parties
- Keep accurate and complete records
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward insurance business as an intermediary Real unit · Pearson EDI
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Process requests for straightforward insurance cover
- Place straightforward new business with insurers
- Finalise straightforward insurance cover
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward insurance policy documentation Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Prepare straightforward insurance policy documentation.
- Issue documentation to the required procedures promptly.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements.
Processing straightforward insurance renewals Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand organisational procedures and the circumstances for granting cover
- Commence processing straightforward renewals.
- Identify those renewals where claims have been made or there have been changes in circumstances.
- Invite / decline renewal based on information obtained.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regul
Processing straightforward insurance renewals as an intermediary Real unit · Pearson EDI
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Understand how to process straightforward insurance renewals as an intermediary
- Understand the importance of customer service in the financial services industry
- Process straightforward renewals of insurance cover
- Arrange straightforward renewals
- Finalise straightforward renewals
- Understand the requirements of all codes, laws and regula
Processing straightforward mid-term amendments Real unit · Pearson EDI
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Process straightforward mid-term amendments of insurance cover
- Arrange straightforward mid-term amendments with insurers
- Finalise straightforward mid-term amendments to insurance policies
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward new insurance claims notifications Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand the information required to process a claim, including organisational procedures
- Assess whether the claim is valid.
- Communicate with customers regarding the progress of the claim.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward requests for payment against life, pensions and investment contracts Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to process straightforward requests for payment against life, pensions and investments contracts
- Decide if the requested payment against a life, pension or investment contract may be made
- Progress payment against a life, pension or investment contract
- Comply with all codes, laws and regulatory requirements
- Understand the requirements of all codes, laws and regulatory requirements
Promoting the organisation’s additional financial services products and services Real unit · Pearson EDI
What you'll be able to do
- Understand how and be able to identify appropriate additional financial services to promote to customers
- Understand how and be able to ensure that the customer is provided with sufficient information to enable them to make an informed decision about the products or services offered
- Regularly review sales targets for financial services products or services
- Comply with legal and organisational requirements
Providing an administrative service for mortgage and/or financial planning clients Real unit · Pearson EDI
What you'll be able to do
- Deal with straightforward requests for information from clients and colleagues
- Prepare quotations and illustrations within the limits of own authority
- Monitor the flow of mortgage and/or financial planning business and maintain records
- Comply with all codes, laws and regulatory requirements
Providing information to customers in a financial services environment Real unit · Pearson EDI
What you'll be able to do
- Acknowledge customer requests for information in a financial services environment
- Provide information on financial products and/or services to customers
Resolve customer service problems Real unit · Pearson EDI
What you'll be able to do
- Spot customer service problems
- Pick the best solution to resolve customer service problems
- Take action to resolve customer service problems
- Resolve customer service problems
Setting up bank or building society accounts for customers Real unit · Pearson EDI
What you'll be able to do
- Obtain the information required to identify and confirm the appropriate account
- Obtain and record all customer details and documentation required for the setting up of the account
- Set up the account ensuring compliance in all activities
Settling straightforward insurance claims Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to settle straightforward insurance claims within organisational requirements
- Obtain information required to support the settlement of the claim.
- Consider the settlement of the claim taking appropriate further action where required.
- Correctly settle straightforward claims.
- Keep accurate and complete records.
- Understand the requirements of all codes, la
Support customers using on-line customer services Real unit · Pearson EDI
What you'll be able to do
- Establish the type and level of support their customer needs to achieve on-line customer service
- Support on-line customer service in conversation with their customer
- Understand how to support customers using on-line services
Underwriting straightforward alterations to life, pensions and investment contracts Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to underwrite straightforward alterations to life, pensions and investment contracts
- Make sure that information supplied by customers in support of a proposed alteration is sufficient and accurate enough for underwriting to take place
- Decide if the proposed alteration to a life, pension or investment contract can be accepted
- Inform the customer of the outcome regarding a proposed alteration to a life,
Underwriting straightforward new risks Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Identify the nature and level of straightforward new risks.
- Underwrite the risk following industry and organisational processes.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Underwriting straightforward policy alterations Real unit · Pearson EDI
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Identify the nature and level of straightforward policy alterations
- Provide details of the decision to the customer
- Keep accurate records and complete records
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
03The standards
The national standards these units are built against
What the job actually needs, in the words employers and awarding bodies already use for the work itself.
- Standard
Administer the debt collections process Legacy
- Standard
Agree a way forward on repayments with the debtor
- Standard
Agree settlement of straightforward claims for uninsured losses (Legacy)
- Standard
Analyse the regulatory requirements and principles that impact on the design or revision of a Training and Competence Scheme
- Standard
Arrange insurance cover on behalf of clients
- Standard
Assess and use financial information to reconcile accounts Legacy
- Standard
Assess and use financial information to reconcile stakeholder investment accounts Legacy
- Standard
Assist in Controlling Customer Accounts
- Standard
Build Effective Relationships with Clients in a Financial Services Environment
- Standard
Carry out administration for the retail client in securities or derivatives
- Standard
Contribute to reports for mortgage or financial planning clients
- Standard
Contribute to the delivery and achievement of team and business objectives in a financial services environment
- Standard
Deal with complex claims for insured losses
- Standard
Deal with customers by telephone in a financial services environment
- Standard
Deal with straightforward claims for insured losses Legacy
- Standard
Design a compliance policy for your organisation
- Standard
Develop and maintain effective relationships with relevant external bodies
- Standard
Ensure you comply with regulations in your financial services environment
Showing 18 of 66 standards these units map to.
04Where it leads
The jobs these credits are mapped to
A qualification is never a dead end here. Each of these is a job record this qualification is a mapped route into.
- 1 record
- 1 record
- 1 record
- 1 record
- 1 record
- 3 records
Showing 6 roles, drawn from 61 job records mapped to this qualification. Near-identical records are folded together, and each row says how many it stands for.
Where this can lead
Insurance Claims Processor
This work can lead to handling complex or high value claims, supervising a team, or working in claims training and quality assurance.
See the whole journey05The credits
The credits, and who awards them
Level 2 credits are regulated, and they are awarded by Pearson EDI rather than by Zavmo. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you have covered and what is next.
What you would be collecting
Agreeing the settlement of straightforward claims for uninsured lossesAssessing and using complex financial information to reconcile accountsAssessing and using financial information to reconcile stakeholder investment accountsAssessing and using straightforward financial information to reconcile accountsAuthorising financial transactions using telecommunicationsBuilding effective relationships with clients in a financial services environmentComplying with regulations within the financial services environmentContributing to reports for mortgage and/or financial planning clients
Each one is a real unit registered against this qualification.
What you leave holding
The standards this credential builds, in the shape the product keeps them
Nothing here is marked learned. There is no learner on a public page, so the map shows what the qualification covers rather than what anybody has done.
Pearson EDI Level 2 Certificate In Providing Financial Services (QCF)
- Administer the debt collections process Legacy
- Agree a way forward on repayments with the debtor
- Agree settlement of straightforward claims for uninsured losses (Legacy)
- Analyse the regulatory requirements and principles that impact on the design or revision of a Training and Competence Scheme
- Arrange insurance cover on behalf of clients
- Assess and use financial information to reconcile accounts Legacy
- Assess and use financial information to reconcile stakeholder investment accounts Legacy
- Assist in Controlling Customer Accounts
Free tools
Want a read on where you stand?
Three free tools, no account needed. Each one ends with a role, a level and a way in.
This qualification is no longer awarded.
Ofqual lists it as no longer awarded, so it cannot be started today. The last day to be awarded it was 30 September 2016. It is here because people still hold it.
These are open to new learners in the same subject.
- City & Guilds Level 2 Certificate In Providing Financial Services
- Highfield Level 2 Certificate in Providing Financial Services (RQF)
- iCQ Level 2 Certificate in Providing Financial Services (RQF)
- City & Guilds Level 3 Award in Providing Financial Services
The title, level, credits, guided learning hours and unit learning outcomes on this page are taken from the Ofqual Register of Regulated Qualifications. Contains public sector information licensed under the Open Government Licence v3.0. Where this data comes from.