Pearson Education Ltd · RQF Level 2
Pearson Edexcel Level 2 Award in Providing Financial Services (QCF)
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 2
- Total credits1
- Units in this qualification56
Awarded by Pearson Education Ltd · on the Ofqual register
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See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
These are the units Pearson Education Ltd 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, and every one you earn is yours to keep.
Agreeing the settlement of straightforward claims for uninsured lossesReal unit · Pearson Education Ltd
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 financial information to reconcile stakeholder investment accountsReal unit · Pearson Education Ltd
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 accountsReal unit · Pearson Education Ltd
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 telecommunicationsReal unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
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 clientsReal unit · Pearson Education Ltd
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 softwareReal unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
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 servicesReal unit · Pearson Education Ltd
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 lossesReal unit · Pearson Education Ltd
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 Education Ltd
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 Education Ltd
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 PracticeReal unit · Pearson Education Ltd
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 PrinciplesReal unit · Pearson Education Ltd
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 PracticeReal unit · Pearson Education Ltd
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 PrinciplesReal unit · Pearson Education Ltd
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 PracticeReal unit · Pearson Education Ltd
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 PrinciplesReal unit · Pearson Education Ltd
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 leadsReal unit · Pearson Education Ltd
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
Give customers a positive impression of yourself and your organisation.Real unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
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 tillReal unit · Pearson Education Ltd
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 tillReal unit · Pearson Education Ltd
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
Payment Processing PracticeReal unit · Pearson Education Ltd
What you'll be able to do
- Process payment transactions.
- Resolve problems in relation to payment transactions.
- Accurately record payment transactions.
Payment Processing PrinciplesReal unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
What you'll be able to do
- Develop a work plan
- Meet work plan objectives
- Work with others
Preparation for Debt Collection PracticeReal unit · Pearson Education Ltd
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 PrinciplesReal unit · Pearson Education Ltd
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 demonstrationReal unit · Pearson Education Ltd
What you'll be able to do
- Understand how to prepare a sales demonstration
- Understand how to deliver a sales demonstration
- Prepare for a sales demonstration
- Deliver a sales demonstration
- Evaluate the sales demonstration
Preparing and pursuing statements of account for financial products and servicesReal unit · Pearson Education Ltd
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 facilitiesReal unit · Pearson Education Ltd
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 documentation for bank or building society accountsReal unit · Pearson Education Ltd
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 facilitiesReal unit · Pearson Education Ltd
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 contractsReal unit · Pearson Education Ltd
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 businessReal unit · Pearson Education Ltd
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 applicationsReal unit · Pearson Education Ltd
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 accountsReal unit · Pearson Education Ltd
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 lossesReal unit · Pearson Education Ltd
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 intermediaryReal unit · Pearson Education Ltd
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 documentationReal unit · Pearson Education Ltd
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 renewalsReal unit · Pearson Education Ltd
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 intermediaryReal unit · Pearson Education Ltd
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 amendmentsReal unit · Pearson Education Ltd
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 notificationsReal unit · Pearson Education Ltd
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 contractsReal unit · Pearson Education Ltd
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 servicesReal unit · Pearson Education Ltd
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 clientsReal unit · Pearson Education Ltd
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 environmentReal unit · Pearson Education Ltd
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 problemsReal unit · Pearson Education Ltd
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 customersReal unit · Pearson Education Ltd
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 claimsReal unit · Pearson Education Ltd
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 servicesReal unit · Pearson Education Ltd
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 contractsReal unit · Pearson Education Ltd
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 risksReal unit · Pearson Education Ltd
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 alterationsReal unit · Pearson Education Ltd
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
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 2 credits are regulated. 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’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this

The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
- Agree settlement of straightforward claims for uninsured losses (Legacy)
- Arrange insurance cover on behalf of clients
- Assess and use financial information to reconcile stakeholder investment accounts Legacy
- Build Effective Relationships with Clients in a Financial Services Environment
- Contribute to reports for mortgage or financial planning clients
- Contribute to the delivery and achievement of team and business objectives in a financial services environment
- Deal with customers by telephone in a financial services environment
- Deal with straightforward claims for insured losses Legacy
Where this can lead
Insurance Claims Processor
Your journey here starts with mastering the claims processor role, but where you go next is really up to you. We're here to support your growth, whether that's becoming a senior expert, leading a team, or moving into a specialist analytical role. The skills you'll build are incredibly valuable, both within Zavmo and across the broader finance sector.
See the whole journey →Showing 6 roles, drawn from 50 job records mapped to this qualification.
Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
Applied to your work in any of these jobs
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for Pearson Edexcel Level 2 Award in Providing Financial Services (QCF)
56 units in this credential, in the order it lists them, awarded by Pearson Education Ltd.
- Agreeing the settlement of straightforward claims for uninsured losses
- Assessing and using financial information to reconcile stakeholder investment accounts
- Assessing and using straightforward financial information to reconcile accounts
- Authorising financial transactions using telecommunications
- Building effective relationships with clients in a financial services environment
- Complying with regulations within the financial services environment
and 50 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
Build my plan, freeNo 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.