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 3 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.

Free first step

Try a free Future Fluency lesson first

The free part is a Future Fluency lesson on using AI at work. It is not part of this qualification. Next, a free account. We build your plan for this qualification as you set up. Teaching towards this qualification begins when you subscribe.

No card · Nothing to commit to

02The units

What each unit actually teaches you to do

Banks & Building Society Accounts Real unit · City and Guilds of London Institute
This unit provides knowledge about different types of bank accounts available in the UK and their features.

What you'll be able to do

  • Understand the features of various bank accounts.
Complying with regulations within the financial services environment Real unit · City and Guilds of London Institute
This unit covers the regulatory requirements that govern financial services and how to comply with them.

What you'll be able to do

  • Demonstrate knowledge of regulations affecting the financial services environment.
Customer Payments for Financial Products and Services Real unit · City and Guilds of London Institute
This unit covers the processes involved in customer payments for financial services and products.

What you'll be able to do

  • Explain payment methods and their use in financial services.
Developing productive working relationships with colleagues Real unit · City and Guilds of London Institute
This unit emphasises the importance of collabouration and communication in a financial services environment.

What you'll be able to do

  • Establish and maintain effective working relationships.
General Insurance Real unit · City and Guilds of London Institute
This unit focuses on the principles and practices of general insurance.

What you'll be able to do

  • Understand the basics of general insurance policies.
Improving and maintaining workplace competence in a financial services environment Real unit · City and Guilds of London Institute
This unit focuses on the importance of maintaining and improving workplace performance within the financial services sector.

What you'll be able to do

  • Understand the importance of maintaining workplace competence.
03The credits

The credits, and who awards them

Level 3 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

Banks & Building Society AccountsComplying with regulations within the financial services environmentCustomer Payments for Financial Products and ServicesDeveloping productive working relationships with colleaguesGeneral InsuranceImproving and maintaining workplace competence in a financial services environment

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 Practical Builder The Practical Builder · your make-it-real tutor Illustration
The Practical Builder Paste in the draft you have for “Banks & Building Society Accounts”. Not a tidied one, the one you would actually send.
You It is mostly there. The recommendations section is thin.
The Practical Builder Thin is fine, vague is not. Take recommendation two and tell me who does what by when, then we will see if it survives.
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.
  • 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.

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 Banks & Building Society Accounts, one of this qualification's own units.

Banks & Building Society Accounts Level 3

Applied to your own work

This unit provides knowledge about different types of bank accounts available in the UK and their features.

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.

Your Plan Illustration

Built for City & Guilds Level 3 Certificate In Providing Financial Services

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

  1. Banks & Building Society Accounts
  2. Complying with regulations within the financial services environment
  3. Customer Payments for Financial Products and Services
  4. Developing productive working relationships with colleagues
  5. General Insurance
  6. Improving and maintaining workplace competence in a financial services environment
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.

Learned on your own work, taught one-to-one.

Everything you just read, learned one-to-one on the job you already do. Your free first module is Future Fluency, so you can see how the teaching works before you pay for anything.

Build my plan, free

No card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.

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.