UK
How you’d get it

How you’d get this certificate

  1. Zavmo teaches you. You learn the units one-to-one with an AI tutor, on your own work.
  2. You register with an approved centre. That is a college, training provider or employer City and Guilds of London Institute has approved to offer this qualification. Zavmo is not an approved centre, so you register with them, not with us.
  3. The centre assesses, and City and Guilds of London Institute awards. A qualified assessor at the centre judges your evidence, and the certificate comes from City and Guilds of London Institute.

More on studying for a qualification

01What it is

The Level 2 Certificate in Providing Financial Services provides a range of knowledge and practice required to work in a specific technical area of Financial Services that the learner is working in or wishes to work in.

These are the units City and Guilds of London Institute 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, and work done here is recognised as prior learning under the agreements we hold.

Zavmo is not an awarding body, is not an approved centre, and is not affiliated with City and Guilds of London Institute. It does the teaching and the mapping. City and Guilds of London Institute sets this qualification and awards it, and a qualified human assessor makes the assessment decision.

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02The units

What each unit actually teaches you to do

Additional Area Real unit · City and Guilds of London Institute
The Level 2 Certificate in Providing Financial Services (Additional Area) is designed to equip learners with the specialised knowledge and practical skills necessary to excel in a specific technical area within the broader financial services sector. This qualification builds upon foundational financial service principles, delving into a chosen area of specialisation to provide a more focused and in-depth understanding. You'll explore key concepts and practices relevant to their chosen area, such as [insert example areas like: insurance claims processing, mortgage administration, or credit control]. The curriculum will cover relevant regulations, ethical considerations, and industry best practices. Through a combination of theoretical study and practical application, you'll develop the ability to perform specific tasks and solve problems encountered within their chosen specialisation. Successful completion of this certificate demonstrates a commitment to professional development and provides a valuable credential for individuals seeking to advance their careers or transition into specialised roles within the financial services industry. This qualification serves as a stepping stone for further learning and career progression within the sector.

What you'll be able to do

  • Explore additional areas within financial services as needed.
Administration for Financial Planning and/or Mortgage Intermediaries Real unit · City and Guilds of London Institute
This unit provides learners with a foundational understanding of administrative practices within financial planning and/or mortgage intermediary firms. You'll explore the crucial role of administration in supporting financial advisors and mortgage brokers, ensuring efficient and compliant operations. The curriculum covers key areas such as client relationship management, including data handling and communication protocols. You'll develop skills in processing applications, preparing documentation, and maintaining accurate records, adhering to relevant regulatory frameworks and ethical guidelines. Furthermore, the unit examines the importance of teamwork and collabouration in a financial services environment, emphasising effective communication and problem-solving skills. Successful completion of this unit equips learners with the essential administrative competencies required to contribute effectively to the smooth functioning of financial planning and/or mortgage intermediary businesses, laying a solid foundation for career progression within the financial services sector.

What you'll be able to do

  • Support financial planning and mortgage processes.
Banks & Building Society Accounts Real unit · City and Guilds of London Institute
This unit provides learners with a comprehensive understanding of banks and building society accounts, covering essential knowledge and practical skills relevant to the financial services sector. You'll explore the different types of accounts available, including current accounts, savings accounts, and specialised accounts tailored to specific needs. The unit delves into the features and benefits of each account type, enabling learners to advise customers effectively. Furthermore, you'll gain proficiency in account opening procedures, verification processes, and regulatory requirements related to anti-money laundering and fraud prevention. The curriculum also covers account management tasks such as processing transactions, handling inquiries, and resolving account-related issues. Emphasis is placed on providing excellent customer service and maintaining accurate records. By completing this unit, you'll develop a solid foundation in banking and building society account operations, equipping them with the necessary skills to excel in roles within financial institutions and contribute to the efficient and compliant management of customer accounts. This unit directly supports the Level 2 Certificate in Providing Financial Services by providing specialised knowledge within the accounting and finance sector.

What you'll be able to do

  • Understand the principles of banking and building society accounts.
Complying with regulations within the financial services environment Real unit · City and Guilds of London Institute
This unit explores the regulatory landscape within the financial services environment, providing learners with a foundational understanding of the rules and principles that govern the industry. You'll investigate the importance of regulatory compliance and its impact on organisational operations and ethical conduct. Key areas of study include identifying relevant regulatory bodies and their roles, understanding the consequences of non-compliance, and recognising the importance of adhering to industry codes of practice. The unit also delves into specific regulations relevant to financial services, such as data protection, anti-money laundering, and consumer protection. You'll examine the practical application of these regulations in various scenarios, developing their ability to identify and address potential compliance issues. Furthermore, the unit emphasises the importance of maintaining accurate records, reporting suspicious activity, and contributing to a culture of compliance within the workplace. Successful completion of this unit will equip learners with the essential knowledge and awareness necessary to operate responsibly and ethically within the financial services sector.

What you'll be able to do

  • Understand compliance requirements in financial services.
Customer Payments for Financial Products and Services Real unit · City and Guilds of London Institute
This unit explores the essential principles and practices involved in processing customer payments for financial products and services. You'll develop a comprehensive understanding of the regulatory landscape governing financial transactions, including data protection and anti-money laundering requirements. The unit covers various payment methods, such as direct debits, standing orders, online transfers, and card payments, examining their associated risks and security protocols. Emphasis is placed on accurate record-keeping, reconciliation procedures, and the importance of adhering to organisational policies and procedures. You'll gain practical skills in handling customer inquiries related to payments, resolving discrepancies, and escalating complex issues appropriately. Furthermore, the unit examines the impact of technology on payment processing, including the use of automated systems and digital platforms. Successful completion of this unit will equip learners with the knowledge and skills necessary to confidently and competently manage customer payments within a financial services environment, contributing to efficient operations and enhanced customer satisfaction.

What you'll be able to do

  • Manage customer payments effectively.
Debt Collection Real unit · City and Guilds of London Institute
This unit provides learners with a foundational understanding of debt collection practices within the financial services sector. It explores the regulatory environment governing debt collection, including relevant legislation and ethical considerations. You'll examine the different stages of the debt collection process, from initial contact with debtors to potential legal action. The unit covers effective communication techniques for engaging with debtors, focusing on empathy, negotiation, and conflict resolution. You'll develop skills in assessing a debtor's financial situation, identifying potential repayment options, and documenting all interactions accurately. Furthermore, the unit addresses the importance of data protection and confidentiality in handling sensitive financial information. Successful completion of this unit will equip learners with the essential knowledge and skills required to perform debt collection tasks responsibly and effectively, contributing to their competence within the broader financial services landscape.

What you'll be able to do

  • Understand the processes involved in debt collection.
Financing and Credit Real unit · City and Guilds of London Institute
This unit, "Financing and Credit," forms part of the Level 2 Certificate in Providing Financial Services and aims to equip learners with a foundational understanding of financing and credit principles within the financial services sector. You'll explore the core concepts of credit, including its various forms, such as personal loans, mortgages, and credit cards. The unit will delve into the mechanics of interest rates, repayment schedules, and the associated costs of borrowing. Furthermore, you'll gain insight into the credit application process, credit scoring systems, and the factors that influence creditworthiness. The unit also covers the responsibilities of both lenders and borrowers, emphasising ethical considerations and regulatory compliance. You'll develop an awareness of the potential risks associated with credit, including debt management and the consequences of default. Practical application of knowledge will be encouraged through case studies and scenarios, enabling learners to analyze different financing options and assess their suitability for various situations. Successful completion of this unit will provide learners with a solid base for understanding financing and credit, enhancing their ability to perform effectively in roles within the financial services industry.

What you'll be able to do

  • Understand financing and credit processes.
General Insurance Real unit · City and Guilds of London Institute
This unit provides learners with a foundational understanding of general insurance principles and practices within the broader financial services landscape. You'll explore the core concepts of risk and insurance, examining different types of general insurance products, including property, motor, and liability insurance. The unit delves into the legal and regulatory framework governing general insurance, emphasising compliance and ethical considerations. You'll develop practical skills in assessing insurance needs, understanding policy documentation, and processing claims. They will learn to identify key features and benefits of various insurance products, enabling them to effectively communicate with clients and provide suitable solutions. Furthermore, the unit covers the principles of underwriting and pricing, providing insights into how insurance premiums are calculated. Successful completion of this unit equips learners with the essential knowledge and skills required to contribute effectively to a general insurance environment within the financial services sector.

What you'll be able to do

  • Understand basic principles of general insurance.
Improving and maintaining workplace competence in a financial services environment Real unit · City and Guilds of London Institute
This unit aims to equip learners with the essential knowledge and skills required to improve and maintain competence within a dynamic financial services environment. It focuses on developing a proactive approach to professional development, emphasising the importance of continuous learning and adaptation to industry changes. You'll explore strategies for identifying their own training needs, accessing relevant resources, and effectively applying new knowledge and skills in their workplace. The unit covers key areas such as understanding regulatory requirements and ethical considerations within financial services, maintaining up-to-date knowledge of products and services, and adhering to organisational policies and procedures. Furthermore, you'll develop skills in self-assessment, performance evaluation, and seeking feedback to enhance their professional practice. Emphasis will be placed on the importance of collabouration, communication, and maintaining a commitment to providing high-quality service to clients and colleagues. Successful completion of this unit will enable learners to contribute effectively to a competent and compliant financial services workforce.

What you'll be able to do

  • Understand key workplace competencies in financial services.
Investment Operations Real unit · City and Guilds of London Institute
The Level 2 Certificate in Investment Operations is designed to provide learners with a foundational understanding of the investment operations landscape within the broader financial services sector. This qualification equips individuals with the essential knowledge and skills required to perform effectively in entry-level roles supporting investment activities. You'll explore core concepts such as the structure of financial markets, the different types of investment products available, and the regulatory environment governing investment operations. The curriculum covers key operational processes, including trade processing, settlement, and reconciliation. Furthermore, you'll develop an understanding of risk management principles and compliance requirements relevant to investment operations. This certificate also emphasises the importance of effective communication and teamwork within an investment operations environment. Through practical exercises and case studies, you'll gain valuable experience in applying their knowledge to real-world scenarios, preparing them for successful careers in this dynamic and vital area of financial services. The qualification serves as a stepping stone for further professional development within the investment operations field.

What you'll be able to do

  • Administer investment operations effectively.
Life, Pensions and Investment Real unit · City and Guilds of London Institute
This unit provides learners with a foundational understanding of life assurance, pensions, and investment products within the financial services sector. You'll explore the core principles underpinning these products, examining their purpose, structure, and key features. The unit delves into the regulatory environment governing the sale and advice of these products, emphasising the importance of ethical conduct and compliance. You'll gain knowledge of different types of life assurance policies, including term assurance, whole-of-life assurance, and endowment policies, understanding their suitability for various client needs. The unit also covers the complexities of pension schemes, encompassing defined contribution and defined benefit arrangements, alongside the state pension system. Furthermore, you'll be introduced to a range of investment options, such as stocks, bonds, and collective investment schemes, learning about risk and return considerations. Successful completion of this unit will equip learners with the essential knowledge required to support financial advisors and provide administrative support within life, pensions, and investment-related roles.

What you'll be able to do

  • Understand the fundamentals of life insurance, pensions, and investments.
Planning and organising work in a financial services environment Real unit · City and Guilds of London Institute
This unit provides learners with the foundational knowledge and skills required to effectively plan and organise their work within a financial services environment. You'll explore the importance of prioritisation, time management, and resource allocation in achieving individual and team objectives. The unit covers techniques for setting realistic goals, developing action plans, and monitoring progress against agreed targets. Furthermore, you'll examine the impact of regulatory requirements and organisational policies on work planning. They will learn how to identify and mitigate potential risks and challenges that may arise during the execution of tasks. The unit also emphasises the significance of effective communication and collabouration with colleagues and stakeholders to ensure seamless workflow and successful project completion. Upon completion of this unit, you'll be equipped with the practical skills and understanding necessary to contribute effectively to the efficient and compliant operation of a financial services organisation. They will be able to proactively manage their workload, adapt to changing priorities, and contribute to a positive and productive work environment.

What you'll be able to do

  • Plan and organise tasks effectively within financial services.
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.

  • Develop yourself to improve and maintain workplace competence in a financial services environment

    Standard

  • Establish the investment objectives of an individual or corporate client

    Standard

  • Obtain and validate credit information to instigate debt collections Legacy

    Standard

  • Plan Training and Competence Supervision Actions

    Standard

  • Plan and Organise Your Work in a Financial Services Environment

    Standard
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.

Showing 6 roles, drawn from 14 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

Associate Debt Recovery Specialist

From here, the work can lead to handling more complex accounts as a senior specialist, or managing a team as a team lead.

See the whole journey
05The credits

The credits, and who awards them

Level 2 credits are regulated, and they are awarded by City and Guilds of London Institute 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

Additional AreaAdministration for Financial Planning and/or Mortgage IntermediariesBanks & Building Society AccountsComplying with regulations within the financial services environmentCustomer Payments for Financial Products and ServicesDebt CollectionFinancing and CreditGeneral Insurance

Each one is a real unit registered against this qualification.

How you’d practise it

You don’t watch this. You do it.

You are not assessed on remembering this. You are assessed on applying it, analysing it, evaluating it and producing something. So that is what the practice is: projects, role play and your own live cases, with a tutor in the room.

The Navigator The Navigator · your what-if tutor Illustration
The Navigator Your plan for “Administration for Financial Planning and/or Mortgage Intermediaries” assumes the same two people are free in March. What have you seen that makes you slightly uneasy about that?
You One of them has been pulled onto the migration twice already. Probably fine.
The Navigator That is the thread worth pulling. Let us build the version where it happens a third time and find the move that works either way.
The same lesson on the real thing: the conversation in the middle, the thinking ladder on the left, and the criteria each answer is evidencing on the right.
  • Bring your own plan Create

    For “Administration for Financial Planning and/or Mortgage Intermediaries” you bring the plan you are actually working on, not a case study. Zavmo pulls on the assumptions in it until the weak one shows.

  • Draft the real one Create

    You do “Banks & Building Society Accounts” on a real document of your own. Zavmo works on the draft you have to send anyway, so the coursework and the job are the same piece of work.

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.

See Your Progress Grow Illustration
City & Guilds Level 2 Certificate In Providing Financial Services
  • Develop yourself to improve and maintain workplace competence in a financial services environment
  • Establish the investment objectives of an individual or corporate client
  • Obtain and validate credit information to instigate debt collections Legacy
  • Plan Training and Competence Supervision Actions
  • Plan and Organise Your Work in a Financial Services Environment
This is your Mind Palace on learn.zavmo.ai. Every skill above comes from this role's own record, not an example borrowed from another job. A node lights up when you evidence it, and what you build stays yours between jobs. That is the part a course cannot do.

How you would learn this

One to one, on the work you already do

A tutor sets the task against your own job and marks the reasoning, at your pace. There is no cohort to fall behind.

A lesson from Additional Area, one of this qualification's own units.

Additional Area Level 2

Applied to your work in any of these jobs

Which job do you mean?
Associate Debt Recovery SpecialistMortgage AdministratorHead of LendingJunior Digital Payments SpecialistSenior Digital Payments SpecialistDigital Payments Specialist

The Level 2 Certificate in Providing Financial Services (Additional Area) is designed to equip learners with the specialised knowledge and practical skills necessary to excel in a specific technical area within the broader financial services sector. This qualification builds upon foundational financial service principles, delving into a chosen area of specialisation to provide a more focused and in-depth understanding. Learners will explore key concepts and practices relevant to their chosen area, such as [insert example areas like: insurance claims processing, mortgage administration, or credit control]. The curriculum will cover relevant regulations, ethical considerations, and industry best practices. Through a combination of theoretical study and practical application, learners will develop the ability to perform specific tasks and solve problems encountered within their chosen specialisation. Successful completion of this certificate demonstrates a commitment to professional development and provides a valuable credential for individuals seeking to advance their careers or transition into specialised roles within the financial services industry. This qualification serves as a stepping stone for further learning and career progression within the sector.

How the thinking builds
  1. 1 Remember
  2. 2 Understand
  3. 3 Apply
  4. 4 Analyse
  5. 5 Evaluate
  6. 6 Create
An illustration of a Zavmo lesson, built from this role’s own route. The unit, its objective and every criterion above are the awarding body’s own words, not an example.

It is £70 a month, billed monthly. Your free first module is Future Fluency, and you can cancel any time. Teaching towards this qualification begins when you subscribe.

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Your Plan Illustration

Built for City & Guilds Level 2 Certificate In Providing Financial Services

12 units in this credential, in the order it lists them, awarded by City and Guilds of London Institute.

  1. Additional Area
  2. Administration for Financial Planning and/or Mortgage Intermediaries
  3. Banks & Building Society Accounts
  4. Complying with regulations within the financial services environment
  5. Customer Payments for Financial Products and Services
  6. Debt Collection

and 6 more in the full unit list below.

These are the real units of this credential, in its own order. Nothing here is marked done, because this plan has not been started by anyone yet. Yours would fill in as you go.

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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.