iCan Qualifications Limited · RQF Level 3

iCQ Level 3 Certificate in Providing Financial Services

You don’t just earn this. You learn to use it, one-to-one, on your own real work.

LevelRQF Level 3
Total credits31
Guided learning154 hours
Units in this qualification102

Awarded by iCan Qualifications Limited · on the Ofqual register

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What you’ll learn

What each unit actually teaches you to do

Aimed at individuals in the financial services sector, this occupational qualification develops skills in areas such as contributing to product development, dealing with pension complaints, and processing complex mortgage instructions. Learners will gain knowledge of pension schemes and the product development process.

These are the units iCan Qualifications Limited 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.

Appraising and authorising applications for personal financing and credit facilitiesReal unit · iCan Qualifications Limited

You'll develop the ability to assess applications for personal financing and credit facilities, apply decision-making processes, communicate outcomes, and activate approved facilities. The unit emphasises compliance with relevant codes, laws, and regulations.

What you'll be able to do

Assess applications for personal financing and/or credit facilities, taking into account relevant information.
Apply the decision-making process when assessing applications for personal financing and/or credit facilities.
Communicate decisions to customers regarding their applications for personal financing and/or credit facilities.
Activate the approved personal financing and/or credit facility in accordance with organisational procedures.
Comply with all relevant codes of practice when appraising and authorising applications.
Comply with all relevant laws when appraising and authorising applications.
Comply with all relevant regulatory requirements when appraising and authorising applications.

Appraising applications for business financing and credit facilitiesReal unit · iCan Qualifications Limited

You'll prepare for and assess applications for business financing and credit facilities. The unit covers analysing financial information, applying decision-making processes, communicating decisions to customers, and complying with regulatory requirements.

What you'll be able to do

Prepare to assess applications for business financing and/or credit facilities.
Assess applications for business financing and/or credit applications.
Apply the decision-making process when appraising applications for business financing and credit facilities.
Communicate decisions to customers regarding applications for business financing and credit facilities.
Understand regulatory requirements for appraising and authorising business applications for financing and/or credit facilities.
Comply with regulatory requirements for appraising and authorising business applications for financing and/or credit facilities.

Arranging the settlement of investment transactionsReal unit · iCan Qualifications Limited

You'll reconcile investment instructions, process settlements and registrations, and provide information about these processes. The unit emphasises adherence to internal procedures and compliance with external regulatory requirements.

What you'll be able to do

Reconcile investment instructions accurately and efficiently
Process settlements in accordance with established procedures
Process registrations on behalf of the investor correctly
Provide clear and timely information about settlements and registrations to relevant parties
Work within internal procedures and guidelines for investment transaction settlement
Comply with external requirements and regulations governing the settlement of investment transactions

Assessing and using complex financial information to reconcile accountsReal unit · iCan Qualifications Limited

You'll assess complex financial information to reconcile accounts, resolve queries professionally, and comply with all relevant codes, laws, and regulatory requirements. The unit covers verification methods and the importance of timely query resolution.

What you'll be able to do

Assess complex financial information from various sources to ensure accuracy and completeness
Deal with and resolve complex queries related to financial information in a timely and professional manner
Comply with all relevant codes, laws and regulatory requirements when handling financial information

Authorising requests for payment against life, pensions and investment contractsReal unit · iCan Qualifications Limited

This unit provides an understanding of roles and responsibilities within life, pensions, and investment businesses. You'll learn to authorise payment requests in accordance with organisational policies while recognising the importance of customer service.

What you'll be able to do

Understand the roles and responsibilities of the various parties involved in life, pensions, and investment business related to the work carried out.
Understand how to authorise requests for payment against life, pensions, and investment contracts, adhering to organisational policies.
Understand the importance of customer service in the financial services industry and its impact on customer satisfaction and retention.
Check if requests for payment under a life, pension, or investment contract have been correctly processed, identifying any discrepancies or errors.
Take appropriate action following checks made on the processing of a request for payment under a life, pension, or investment contract, escalating issues as necessary.
Understand the requirements of all relevant codes, laws, and regulatory requirements pertaining to payment authorisations.
Comply with all relevant codes, laws, and regulatory requirements when authorising payment requests.

Authorising the underwriting of life, pensions and investment contractsReal unit · iCan Qualifications Limited

This unit provides knowledge of roles, responsibilities, features, and benefits related to life, pensions, and investment products. You'll understand the underwriting process and authorise underwriting decisions in accordance with organisational requirements.

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 the features and benefits provided by life, pensions and investment products
Understand how to authorise the underwriting of life, pensions and investment contracts
Understand internal company procedures and policies for working with customers and customer information
Check if the initial underwriting decision for a new business application, or a proposed alteration to a life, pension or investment contract has been correctly made
Understand the requirements of all codes, laws and regulatory requirements relevant to authorising the underwriting of life, pensions and investment contracts
Comply with all codes, laws and regulatory requirements relevant to authorising the underwriting of life, pensions and investment contracts

Calculating and Quoting Pension Scheme Death BenefitsReal unit · iCan Qualifications Limited

This unit provides learners with knowledge to interpret and apply pension scheme rules and legislation following a death notification. You'll determine and quote death benefits accurately in accordance with scheme rules and member records.

What you'll be able to do

Interpret pension scheme rules accurately in the event of a death notification.
Apply pension scheme rules correctly following a death notification.
Determine benefits payable based on member records, scheme rules and relevant legislation.
Interpret statutory requirements and legislation accurately following a death notification.
Apply statutory requirements and legislation correctly following a death notification.
Quote benefits accurately, matching death benefit calculations in line with scheme rules.
Ensure benefit quotes comply with organisational requirements.
Ensure benefit quotes comply with statutory requirements.

Calculating and Quoting Pension Scheme Early Leavers NotificationsReal unit · iCan Qualifications Limited

It teaches you to interpret pension scheme rules for early leaver notifications, determine benefits payable, and accurately calculate and quote these benefits. You'll apply scheme rules, member records, and legislation to ensure correct benefit assessments.

What you'll be able to do

Interpret and apply pension scheme rules in the event of a leaver notification.
Determine benefits payable based on member records, scheme rules and legislation.
Accurately calculate the pension scheme early leaver notification.
Quote benefits which match leaver benefit calculations in line with scheme, organisational and statutory requirements.

Calculating and issuing Cash Equivalent Transfer Value CETVReal unit · iCan Qualifications Limited

This unit covers the interpretation and application of pension scheme rules for calculating and issuing Cash Equivalent Transfer Values (CETVs). You'll learn to obtain and verify valid documentation, process pension sharing and earmarking on divorce, and accurately calculate CETVs.

What you'll be able to do

Interpret and apply pension scheme rules accurately when dealing with a Cash Equivalent Transfer Value (CETV).
Obtain and verify appropriate valid documentation required for calculating and issuing a Cash Equivalent Transfer Value (CETV).
Process pension sharing and ‘earmarking’ on divorce cases, in accordance with legal and scheme requirements.
Calculate Cash Equivalent Transfer Value (CETV) accurately, using the correct data and methodology.
Provide the correct calculated Cash Equivalent Transfer Value (CETV) to the appropriate person, within the required timescales.
Understand the relevant legal, industry and organisational requirements relevant to calculating and issuing Cash Equivalent Transfer Value (CETV).

Calculating and quoting pension scheme retirement benefitsReal unit · iCan Qualifications Limited

It teaches you to interpret pension scheme rules, verify member details, calculate retirement benefits, and provide accurate quotations. You'll apply legislative and scheme requirements to ensure correct benefit calculations and communication.

What you'll be able to do

Interpret and apply pension scheme rules accurately in the event of a leaver notification.
Check that member’s details received are acceptable and complete under legislative and scheme rules before processing.
Calculate members’ benefits accurately, taking into account all relevant factors, and identify the circumstances under which benefits may need to be recalculated.
Quote benefits which match retirement benefit calculations in line with scheme, organisational and statutory requirements, ensuring clarity and transparency.
Provide an accurate quote on retirement benefits which match retirement benefit calculations in line with scheme, organisational and statutory requirements.

Carrying out initial assessment and investigating complex insurance claimsReal unit · iCan Qualifications Limited

You'll develop knowledge of the roles and responsibilities of parties involved in insurance claims, key policy features, and the information required to process claims. The unit focuses on assessing claim validity and investigating complex insurance claims in line with organisational procedures.

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 based on available information
Obtain additional information required to accept or decline a claim
Investigate additional information required to accept or decline a claim
Communicate with customers regarding the progress of the claim
Communicate with other relevant parties regarding the progress of the claim
Keep accurate records of all claim-related activities
Keep complete records of all claim-related activities
Understand the requirements of all relevant codes
Understand the requirements of all relevant laws
Understand the requirements of all relevant regulatory requirements
Comply with all relevant codes
Comply with all relevant laws
Comply with all relevant regulatory requirements

Charging and controlling securities for financingReal unit · iCan Qualifications Limited

You'll learn to assign, deposit, monitor, and release securities for financing purposes, ensuring compliance with relevant legislation and organisational procedures. The unit covers managing securities effectively throughout the financing lifecycle.

What you'll be able to do

Assign securities for financing purposes
Deposit securities for financing purposes
Monitor securities assigned for financing to ensure compliance
Monitor securities deposited for financing to ensure compliance
Release securities assigned for financing when appropriate
Release securities deposited for financing when appropriate
Understand legislation relating to charging and controlling securities for financing
Comply with legislation relating to charging and controlling securities for financing
Understand regulation relating to charging and controlling securities for financing
Comply with regulation relating to charging and controlling securities for financing

Completing reports for mortgage and/or financial planning clientsReal unit · iCan Qualifications Limited

It teaches you to prepare accurate reports for mortgage and financial planning clients. You'll collabourate with advisers, produce client valuations, and ensure compliance with relevant codes, laws, and regulatory requirements.

What you'll be able to do

Prepare reports in collaboration with mortgage advisers or financial planners.
Produce reports for mortgage advisers or financial planners, ensuring accuracy and clarity.
Create reports to provide client valuations, using appropriate data and methods.
Produce client valuations that are accurate and clearly presented.
Comply with relevant codes of conduct when preparing reports for clients.
Adhere to all applicable laws and regulatory requirements when completing reports.

Complying with regulations within the financial services environmentReal unit · iCan Qualifications Limited

You'll identify and comply with regulatory requirements relevant to their role within the financial services environment. The unit includes recognising non-compliance and responding appropriately to ensure adherence to financial regulations.

What you'll be able to do

Find out and identify the regulatory requirements relevant to the specific job role within the financial services environment.
Comply with all applicable financial regulations in the performance of duties.
Identify instances of failure to comply with financial regulations.
Respond appropriately to failures to comply with financial regulations, following established procedures.

Contributing to the development and launch of new products and/or servicesReal unit · iCan Qualifications Limited

This unit covers the stages and activities involved in the product development process. You'll understand typical development phases, identify team roles and responsibilities, and contribute to the development and launch of new products and/or services.

What you'll be able to do

Understand the stages and activities involved in the product development process
Contribute to the product and/or service development and launch process by providing ideas and support

Creating and processing pension scheme new entrant recordsReal unit · iCan Qualifications Limited

You'll gain knowledge of specific pension schemes, including eligibility criteria, contribution rates, and benefits. It teaches you to accurately create and process new entrant records within required timescales, inform members of their pensionable status, and comply with relevant legal, industry, and organisational requirements.

What you'll be able to do

Know the specific details of the pension scheme being administered, including eligibility criteria, contribution rates, and benefit structures
Create and process new pension scheme records accurately and within the required timescales
Inform new pension scheme members clearly and concisely of their pensionable status and associated benefits
Understand the relevant legal, industry, and organisational requirements that apply to processing applications for pension scheme membership and benefits

Dealing with complaints relating to financial services products and /or servicesReal unit · iCan Qualifications Limited

You'll learn to acknowledge, investigate, and resolve complaints related to financial services products and services. The unit emphasises maintaining accurate records, keeping complainants informed, and following organisational procedures throughout the complaints process.

What you'll be able to do

Acknowledge complaints relating to financial services products and/or services
Investigate complaints relating to financial services products and/or services
Keep the complainant informed of the progress of complaints about financial services products and/or services
Keep the complainant informed of the outcome of complaints about financial services products and/or services
Keep accurate records of complaints about financial services products and/or services
Keep complete records of complaints about financial services products and/or services
Recommend changes to the organisation’s procedures for handling complaints about financial services products and/or services
Work within internal procedures for handling complaints
Comply with external requirements for handling complaints
Comply with external regulations for handling complaints

Dealing with complex claims for insured lossesReal unit · iCan Qualifications Limited

This unit provides learners with knowledge of the roles and responsibilities of parties involved in complex insurance claims, details of relevant policies, and procedures for managing such claims. You'll learn to obtain information, assist customers and insurers, and negotiate claims.

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 complex claims for insured losses
Obtain information required to progress a complex claim
Help customers to deal with the claim
Help insurers to deal with the claim
Negotiate complex claims
Keep accurate records of claims
Keep complete records of claims
Understand the requirements of all codes related to claims handling
Understand the requirements of all laws related to claims handling
Understand the requirements of all regulatory requirements related to claims handling
Comply with all codes related to claims handling
Comply with all laws related to claims handling
Comply with all regulatory requirements related to claims handling

Dealing with complex claims for uninsured lossesReal unit · iCan Qualifications Limited

This unit provides knowledge of the roles and responsibilities within the insurance industry related to complex claims for uninsured losses. You'll obtain and evaluate necessary information, understand general insurance policies, and communicate effectively with involved parties.

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 roles and functions of other parties involved in claims.
Obtain information required to progress a complex claim for uninsured losses.
Evaluate information required to progress a complex claim for uninsured losses.
Communicate with interested parties to organisational standards and timescales.
Negotiate complex claims.
Keep accurate records of claim progression.
Keep complete records of claim progression.
Understand the requirements of all codes, laws and regulatory requirements relevant to dealing with complex claims for uninsured losses.
Comply with all codes, laws and regulatory requirements relevant to dealing with complex claims for uninsured losses.

Dealing with pension scheme complaints and disputesReal unit · iCan Qualifications Limited

This unit equips learners with knowledge and skills to manage pension scheme complaints and disputes. You'll be able to process, investigate, and resolve complaints in line with established procedures and accurately document outcomes.

What you'll be able to do

Process a complaint or dispute relating to a pension scheme, following established procedures.
Determine the nature and level of a complaint or dispute, identifying the key issues and potential impact.
Investigate the complaint or dispute, gathering relevant information and evidence.
Complete the complaint process, documenting findings and communicating outcomes to relevant parties.
Resolve pension scheme complaints and disputes, applying relevant legislation and best practice guidelines.

Debt Collection Case Management Practice _pre legal_Real unit · iCan Qualifications Limited

This unit equips learners to monitor debt collection procedures effectively. You'll liaise with relevant parties, communicate professionally, and prepare documentation to support potential legal proceedings.

What you'll be able to do

Monitor the progress of debt collection procedures effectively.
Liaise with relevant parties in relation to debt collection activities, ensuring clear and professional communication.
Prepare documentation and evidence to support the commencement of legal proceedings, ensuring accuracy and completeness.

Debt Collection Case Management Principles _pre legal_Real unit · iCan Qualifications Limited

You'll develop an understanding of debt collection case management principles in a pre-legal context, including ethical conduct, relevant legislation, and the debt collection process. The unit also covers liaising with relevant parties and preparing documentation for potential legal proceedings.

What you'll be able to do

Understand the fundamental principles that underpin debt collection administration.
Understand the processes involved in debt collection administration.
Understand how to liaise effectively with all relevant parties involved in the debt collection process.
Understand how to prepare accurate and comprehensive documentation and evidence to support the commencement of legal proceedings for debt recovery.

Debt Collection Negotiations PracticeReal unit · iCan Qualifications Limited

This unit develops learners' skills to contact debtors effectively, assess their ability to pay, record and investigate disputes, and negotiate repayment solutions in accordance with relevant guidelines and regulations.

What you'll be able to do

Make contact with the debtor in an effective and appropriate way, adhering to relevant guidelines and regulations.
Establish if a debtor is able to make full and immediate payment, using appropriate questioning and assessment techniques.
Record and, where appropriate, investigate disputes raised by debtors, following organisational procedures.
Negotiate repayment solutions with debtors, aiming to reach mutually acceptable agreements.

Debt Collection Negotiations PrinciplesReal unit · iCan Qualifications Limited

You'll develop knowledge and skills to contact debtors effectively, assess debtor profiles' impact on collection, manage disputes, and negotiate repayment solutions. This unit emphasises appropriate communication and adherence to guidelines during debt collection negotiations.

What you'll be able to do

Make contact with the debtor in an effective and appropriate way, adhering to relevant guidelines and regulations.
Understand the impact of a debtor’s profile on the collection process, including factors such as their financial situation and history.
Record and, where appropriate, investigate any disputes raised by the debtor, following established procedures.
Negotiate repayment solutions with debtors, taking into account their individual circumstances and the organisation's policies.

Debt Collection Operations Management PracticeReal unit · iCan Qualifications Limited

You'll manage debt collection operations by maintaining effective processes, training and supporting employees, and implementing improvements following process reviews. The unit emphasises compliance with legislation and optimisation of performance.

What you'll be able to do

Maintain effective debt collection processes
Train and support employees
Implement improvements following a review of processes

Debt Collection Operations Management PrinciplesReal unit · iCan Qualifications Limited

This unit covers principles of debt collection operations management, including maintaining compliant processes, training and supporting employees, and reviewing procedures to implement improvements. You'll understand relevant legislation and ethical guidelines.

What you'll be able to do

Understand how to maintain effective debt collection processes, ensuring compliance with relevant legislation and ethical guidelines.
Understand how to train and support employees involved in debt collection, ensuring they have the necessary skills and knowledge.
Understand how to review debt collection processes and implement improvements to enhance efficiency and effectiveness.

Debt Repayment Monitoring PracticeReal unit · iCan Qualifications Limited

It teaches you to review debtor accounts, identify payment patterns and potential issues, and instigate appropriate actions in response to non-payment. You'll apply organisational procedures to safeguard repayment arrangements and manage debtor risk.

What you'll be able to do

Review debtor accounts to identify payment patterns and potential issues.
Instigate appropriate action in response to non-payment, in line with organisational procedures.
Monitor debtor accounts effectively to safeguard agreed repayment arrangements and identify any deviations.

Debt Repayment Monitoring PrinciplesReal unit · iCan Qualifications Limited

You'll understand how to review debtor accounts, identify risks, and monitor repayment arrangements. It develops skills to instigate appropriate actions in response to non-payment and safeguard effective debt repayment.

What you'll be able to do

Understand how to review debtor accounts effectively
Understand how to instigate appropriate action in response to non-payment of debt
Understand how to monitor debtor accounts to safeguard repayment arrangements

Debtor Call Handling PracticeReal unit · iCan Qualifications Limited

You'll develop the ability to plan and conduct inbound and outbound telephone calls with debtors effectively. The unit covers call planning, active listening, de-escalation techniques, and accurate recording of call information in line with organisational procedures.

What you'll be able to do

Plan outbound telephone calls with debtors
Conduct inbound telephone calls with debtors
Conduct outbound telephone calls with debtors
Record inbound telephone calls with debtors
Record outbound telephone calls with debtors

Debtor Call Handling PrinciplesReal unit · iCan Qualifications Limited

This unit provides learners with principles for handling debtor telephone calls, including planning outbound calls, conducting inbound and outbound conversations, and accurately recording call details. You'll adhere to data protection and organisational requirements.

What you'll be able to do

Plan outbound telephone calls with debtors, taking into account relevant information and objectives.
Conduct inbound and outbound telephone calls with debtors in a professional and effective manner.
Accurately record details of inbound and outbound telephone calls with debtors, adhering to data protection requirements.

Developing and implementing sales call plansReal unit · iCan Qualifications Limited

You'll be able to develop and implement sales call plans, including setting objectives, identifying target audiences, and defining key messages. The unit also covers conducting sales calls that effectively communicate product benefits and address customer needs.

What you'll be able to do

Develop a sales call plan, including objectives, target audience, and key messages.
Undertake a sales call, effectively communicating product benefits and addressing customer needs.

Developing and maintaining business relations with financial services’ introducersReal unit · iCan Qualifications Limited

You'll gain skills to identify and establish business relationships with financial services introducers, agree and monitor business terms, and comply with industry and organisational requirements. The unit covers methods for identifying suitable introducers and managing ongoing partnerships.

What you'll be able to do

Understand how to identify new introducers
Identify new introducers
Agree business with introducers
Monitor business with introducers
Comply with industry requirements for working with introducers
Comply with organisational requirements for working with introducers

Developing productive working relationships with colleaguesReal unit · iCan Qualifications Limited

This unit focuses on developing effective relationships among colleagues to enhance workplace productivity.

What you'll be able to do

Understand how to develop productive working relationships with colleagues.

Ensure compliance with legal, regulatory, ethical and social requirementsReal unit · iCan Qualifications Limited

This unit equips learners to monitor operational compliance with legal, regulatory, ethical, and social requirements within their area of responsibility. You'll identify non-compliance areas and make recommendations to ensure adherence to relevant procedures and standards.

What you'll be able to do

Monitor the operational compliance of procedures in meeting legal requirements
Monitor the operational compliance of procedures in meeting regulatory requirements
Monitor the operational compliance of procedures in meeting ethical requirements
Monitor the operational compliance of procedures in meeting social requirements
Identify areas of non-compliance with procedures for legal requirements relating to own area of responsibility
Identify areas of non-compliance with procedures for regulatory requirements relating to own area of responsibility
Identify areas of non-compliance with procedures for ethical requirements relating to own area of responsibility
Identify areas of non-compliance with procedures for social requirements relating to own area of responsibility
Make recommendations on areas of non-compliance with procedures for legal, regulatory, ethical and social requirements relating to own area of responsibility

Establishing and maintaining investor details and recordsReal unit · iCan Qualifications Limited

You'll learn to establish and maintain accurate investor details and records. The unit covers obtaining, clarifying, processing investor information, providing clear communication, and ensuring data integrity within personal authority limits.

What you'll be able to do

Obtain and clarify the information needed to establish and/or maintain investor records accurately and efficiently.
Process the information received from investors in a timely and accurate manner, adhering to relevant procedures.
Provide the investor with information about their records clearly and concisely, addressing any queries they may have.
Keep accurate and complete records of investor information, ensuring data integrity and confidentiality.
Act within personal authority levels when dealing with investor records and information.
Work within internal procedures for establishing and maintaining investor details and records.
Comply with external requirements and regulations related to investor records and data protection.

Establishing the price of assets and/or investmentsReal unit · iCan Qualifications Limited

It teaches you to collate, evaluate, and present information relating to the value of assets and investments. You'll work within internal procedures to analyse data and comply with external regulatory requirements.

What you'll be able to do

Collate information relating to the value of assets and/or investments.
Evaluate information relating to the value of assets and/or investments.
Present information about the price of assets and/or investments.
Work within internal procedures when establishing the price of assets and/or investments.
Comply with external requirements and regulations when establishing the price of assets and/or investments.

Establishing, monitoring and maintaining bank or building society accounts for customersReal unit · iCan Qualifications Limited

It teaches you to establish, monitor, and maintain bank or building society accounts for customers. You'll set up accurate records, process fund transfers, identify account issues, and comply with relevant codes, laws, and regulatory requirements.

What you'll be able to do

Set up accurate customer account records and store them securely, adhering to data protection regulations.
Deal with requests for the transfer of funds efficiently and accurately, following established procedures.
Maintain and monitor customers’ accounts, identifying and addressing any issues or discrepancies.
Monitor and comply with all relevant codes, laws and regulatory requirements relating to bank or building society accounts.

Evaluating insurance products and servicesReal unit · iCan Qualifications Limited

It teaches you to understand insurance company structures, market roles, and general insurance policy details. You'll develop the ability to evaluate general insurance products and services relevant to their job role.

What you'll be able to do

Understand company structures and responsibilities within the insurance industry.
Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to job role.
Understand the details of general insurance policies, including their features, benefits, and limitations.
Evaluate products or services offered by the employing firm and compare them with others available in the market and with the needs of customers.
Prepare recommendations for improving products or service offered by the company, and present these to the appropriate person.
Understand the requirements of all codes, laws and regulatory requirements relevant to insurance products and services.
Comply with all codes, laws and regulatory requirements relevant to insurance products and services.

Evaluating risk as an insurance intermediary and advise other intermediariesReal unit · iCan Qualifications Limited

This unit provides learners with knowledge of the insurance industry, including roles and responsibilities and general insurance policy details. You'll evaluate risks on behalf of retail intermediaries and advise other intermediaries accordingly.

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 processes for working with other intermediaries
Evaluate a risk to be placed on behalf of a retail intermediary
Advise retail intermediaries regarding risks to be placed on their behalf
Understand the requirements of all codes, laws and regulatory requirements
Comply with all codes, laws and regulatory requirements

Facilitating an administrative service for mortgage and/or financial planning clientsReal unit · iCan Qualifications Limited

It teaches you to facilitate administrative services for mortgage and financial planning clients. You'll manage complex information requests, collate data for quotations and illustrations, and assist advisers in client preparation.

What you'll be able to do

Deal with complex requests for information from clients and colleagues in a professional and timely manner.
Collate all information required to prepare quotations and illustrations for complex mortgage and/or other complex financial planning products.
Assist mortgage advisers or financial planners in preparing for client meetings by providing relevant information and documentation.
Monitor the flow of business and appointments, and identify priorities for further action to ensure efficient service delivery.
Undertake general administrative duties relating to dealing with mortgage and/or financial planning clients, such as managing correspondence and maintaining records.
Comply with all relevant codes, laws and regulatory requirements when providing administrative services to mortgage and/or financial planning clients.

Improve the customer relationshipReal unit · iCan Qualifications Limited

This unit focuses on improving customer relationships through effective verbal and non-verbal communication, balancing customer and organisational needs, and exceeding customer expectations. You'll adapt communication styles and respond professionally to enquiries and complaints.

What you'll be able to do

Improve communication with customers
Balance the needs of customers and the organisation
Exceed customer expectations to develop the relationship
Understand how to improve the customer relationship

Improving and maintaining workplace competence in a financial services environmentReal unit · iCan Qualifications Limited

You'll understand roles and responsibilities within financial services and develop personal work objectives and development plans. The unit focuses on improving workplace competence through agreed objectives and continuous personal development.

What you'll be able to do

Understand the roles and responsibilities of different individuals and teams within a financial services organisation.
Discuss and agree personal work objectives with relevant personnel, ensuring they align with organisational goals.
Identify areas for personal development that will enhance performance and career progression.
Discuss and agree to a personal development plan (PDP) and work objectives with relevant personnel, ensuring feasibility and support.
Implement a personal development plan (PDP) and work objectives, monitoring progress and seeking feedback.

Investigating arrears and recovering debtsReal unit · iCan Qualifications Limited

This unit equips learners to investigate customer payment problems, communicate empathetically with customers, and implement mutually acceptable solutions. You'll apply relevant legislation and organisational requirements to recover debts effectively.

What you'll be able to do

Investigate identified problems with customer payments which may impact on their accounts, using appropriate methods and resources.
Communicate with customers when investigating the source of problems with their accounts, maintaining a professional and empathetic approach.
Effect solutions that are acceptable to both customers and the organisation, considering all relevant factors and options.
Understand and comply with legislation and regulation relating to investigating arrears and recovering debts, ensuring ethical and legal practices.

Lead a team to improve customer serviceReal unit · iCan Qualifications Limited

You'll learn to lead a team to improve customer service by planning and organising work, providing support and feedback, and reviewing team performance against customer service standards to motivate achievement of targets.

What you'll be able to do

Plan and organise the work of a team to achieve customer service improvements
Provide support for team members to enable them to deliver excellent customer service
Review the performance of team members in relation to customer service standards
Understand how to lead a team to improve customer service, motivating and guiding them towards achieving targets

Maintaining the custody of assets on behalf of the investorReal unit · iCan Qualifications Limited

This unit equips learners with skills to manage investor assets, including arranging transfers, maintaining accurate records, resolving discrepancies, and providing clear information to investors. You'll act within personal authority and comply with regulatory requirements.

What you'll be able to do

Efficiently arrange for the transfer of assets in accordance with investor instructions and regulatory requirements.
Accurately maintain comprehensive records of all assets held on behalf of each investor.
Promptly and effectively resolve any errors or discrepancies identified in asset records and transactions.
Provide clear and concise information to investors regarding their asset records and holdings upon request.
Act within the defined limits of personal authority when managing investor assets.
Consistently work within established internal procedures and guidelines for asset custody.
Comply fully with all relevant external requirements and regulations governing asset custody and investor protection.

Managing branch counter servicesReal unit · iCan Qualifications Limited

This unit covers the management of branch counter services, including preparing counters for service, monitoring service delivery, ensuring secure closure, and maintaining compliance with relevant codes, laws, and regulatory requirements. You'll learn to oversee counter operations effectively and ensure adherence to organisational procedures.

What you'll be able to do

Make sure all branch counters are fully prepared for service at the start of the day or shift
Monitor counter service performance to ensure effective and efficient delivery to customers
Make sure all branch counters are closed securely and in accordance with organisational procedures at the end of the day or shift
Monitor counter service activities to ensure compliance with all relevant codes, laws, and regulatory requirements

Managing the business relationship with clients in a financial services environmentReal unit · iCan Qualifications Limited

You'll learn to manage business relationships with clients in financial services. The unit covers preparing for excellent customer service, managing client needs and expectations, handling feedback, and complying with internal policies and regulations.

What you'll be able to do

Prepare to offer excellent customer service to clients, taking into account their individual needs and preferences.
Manage client needs and expectations effectively, ensuring clear communication and realistic timelines.
Maintain excellent customer service for clients by proactively addressing their concerns and providing ongoing support.
Deal with feedback from customers about financial services products and/or services in a professional and constructive manner.
Comply with internal and external procedures and regulations related to customer service in the financial services environment.

Managing the quality of decisions to offer financing and credit facilitiesReal unit · iCan Qualifications Limited

This unit develops learners' ability to manage the quality of financing and credit decisions. You'll gather and verify information, analyse risk, and ensure appropriate security measures are in place according to organisational guidelines.

What you'll be able to do

Gather the information necessary to carry out the review and/or authorise decisions to offer financing and credit facilities, ensuring all relevant data is collected.
Analyse and establish the level of risk presented by applications for financing and/or credit facilities, using appropriate risk assessment techniques.
Check that security is in place for financing and/or credit facilities, according to organisational guidelines, ensuring adequate protection of assets.
Authorise and/or approve applications within mandated authority, adhering to established lending criteria and risk parameters.

Measuring the performance of investmentsReal unit · iCan Qualifications Limited

You'll learn to measure and report on investment performance. The unit covers obtaining and analysing performance data, presenting findings clearly, and complying with internal procedures and external requirements.

What you'll be able to do

Obtain information relating to fund or account performance from relevant sources.
Analyse information relating to fund or account performance using appropriate methods.
Present information about the performance of investments in a clear and understandable format.
Work within internal procedures when measuring and reporting investment performance.
Comply with external requirements and regulations relating to measuring and reporting investment performance.

Monitor and solve customer service problemsReal unit · iCan Qualifications Limited

You'll learn to monitor and resolve customer service problems. The unit covers identifying immediate and recurring issues, implementing solutions, and taking action to prevent problem recurrence.

What you'll be able to do

Solve immediate customer service problems effectively and efficiently
Identify repeated customer service problems and options for solving them in the long term
Take action to avoid the repetition of customer service problems by implementing appropriate solutions
Understand how to monitor and solve customer service problems to improve overall customer satisfaction

Monitoring and reviewing financing and credit facilitiesReal unit · iCan Qualifications Limited

You'll learn to monitor and review customer accounts for financing and credit facilities. The unit covers gathering and analysing information, recognising potential payment issues, investigating influencing factors, and initiating appropriate actions.

What you'll be able to do

Gather information required for reviewing customer accounts for financing and credit facilities.
Analyse account activities and recognise potential problems.
Investigate factors affecting customers’ ability to maintain payments.
Initiate action required following monitoring and review of customer accounts.
Understand and comply with regulatory requirements for monitoring and reviewing accounts.

Operating credit control proceduresReal unit · iCan Qualifications Limited

This unit covers the identification of non-payment instances, appropriate actions to address non-payment, and compliance with relevant codes, laws, and regulatory requirements. You'll learn to follow organisational procedures and legal guidelines in credit control.

What you'll be able to do

Identify instances of non-payment in accordance with established procedures
Take appropriate action in response to non-payment, following organisational guidelines and legal requirements
Comply with all relevant codes, laws and regulatory requirements related to credit control procedures

Operating payment by instalmentsReal unit · iCan Qualifications Limited

You'll gain skills to arrange and monitor payment by instalments, manage failed payments, and comply with legal and regulatory requirements. The unit covers communication of payment terms and maintaining accurate records of instalment arrangements.

What you'll be able to do

Arrange payment by instalments according to organisational procedures.
Monitor payments made by instalment to ensure timely receipt.
Deal with failed payments according to organisational procedures and legal requirements.
Comply with all relevant codes, laws and regulatory requirements when operating payment by instalments.

Organise the delivery of reliable customer serviceReal unit · iCan Qualifications Limited

This unit focuses on planning, organising, and reviewing the delivery of reliable customer service. You'll learn to meet customer needs, allocate resources effectively, maintain service quality, and use recording systems to support consistent service delivery.

What you'll be able to do

Plan the delivery of reliable customer service in line with organisational procedures
Organise the delivery of reliable customer service to meet customer needs
Review customer service delivery to identify areas for improvement
Maintain customer service delivery to ensure consistent quality
Use recording systems to accurately document customer interactions and service provisions
Maintain reliable customer service records in accordance with data protection regulations
Understand the principles of organising the delivery of reliable customer service
Understand the importance of effective communication in customer service delivery

Overseeing investment operation systems and processesReal unit · iCan Qualifications Limited

This unit equips learners to monitor investment operations systems and processes, identify and resolve problems, and recommend improvements. You'll work within internal procedures and governance frameworks to maintain system effectiveness.

What you'll be able to do

Monitor investment operations systems and processes effectively
Resolve problem areas relating to investment operations systems and processes efficiently
Recommend changes and improvements to investment operations systems and processes to enhance performance
Work within internal procedures and guidelines
Comply with external requirements and regulations governing investment operations

Payment Processing PracticeReal unit · iCan Qualifications Limited

This unit covers the accurate and efficient processing of payment transactions using appropriate systems and procedures. You'll identify and resolve problems related to payment transactions while maintaining compliance with established protocols.

What you'll be able to do

Process payment transactions accurately and efficiently, using appropriate systems and procedures.
Resolve problems in relation to payment transactions, identifying the cause of the issue and implementing appropriate solutions.
Accurately record payment transactions, maintaining complete and up-to-date records.

Payment Processing PrinciplesReal unit · iCan Qualifications Limited

This unit provides knowledge of payment processing principles, including transaction procedures, problem identification and resolution, and accurate recording. You'll understand various payment methods and security measures involved in processing payments.

What you'll be able to do

Understand the processes involved in processing payment transactions.
Understand how to identify problems that may arise in relation to payment transactions.
Understand how to resolve problems that may arise in relation to payment transactions.
Understand how to accurately record payment transactions in accordance with organisational procedures.

Plan, allocate and monitor work in own area of responsibilityReal unit · iCan Qualifications Limited

You'll learn to plan, allocate, and monitor work within their area of responsibility. The unit covers creating work plans, delegating tasks, monitoring progress and quality, and providing constructive feedback.

What you'll be able to do

Produce a comprehensive and realistic work plan for own area of responsibility, incorporating objectives, timelines, and resource allocation.
Allocate tasks and agree responsibilities with individual team members, ensuring clarity and understanding of expectations.
Monitor the progress and quality of work within own area of responsibility, providing constructive feedback to team members to support their development.
Review and amend existing plans of work for own area of responsibility in response to changing circumstances, and effectively communicate any changes to relevant stakeholders.

Plan, organise and control customer service operationsReal unit · iCan Qualifications Limited

This unit covers planning, organising, and controlling customer service operations, including supervising teams, allocating resources, and addressing operational problems. You'll develop the ability to monitor performance and ensure quality standards are maintained.

What you'll be able to do

Plan customer service operations effectively
Supervise customer service operations to ensure quality
Deal with problems relating to customer service operations efficiently
Understand how to plan customer service operations
Understand how to organise customer service operations
Understand how to control customer service operations

Preparation for Debt Collection PracticeReal unit · iCan Qualifications Limited

You'll learn to obtain sufficient information to commence debt collection and confirm the appropriateness of initiating collection procedures. This unit covers information gathering, assessment against organisational policy, and data protection compliance.

What you'll be able to do

Obtain sufficient information to commence debt collection activities, in line with organisational procedures.
Confirm whether debt collection procedures should commence based on the information gathered and organisational policy.

Preparation for Debt Collection PrinciplesReal unit · iCan Qualifications Limited

This unit covers obtaining sufficient information to commence debt collection and understanding the rules and regulations relating to debtors and debt collection procedures. You'll explore protections for debtors and consequences of non-compliance.

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.
Understand how rules and regulations relate to the collection of debt.
Understand if debt collection procedures need to commence.

Preparing and presenting information to stakeholdersReal unit · iCan Qualifications Limited

It teaches you to identify stakeholder information needs and obtain relevant data. You'll prepare and present information clearly, respond to queries, maintain accurate records, and work within internal procedures.

What you'll be able to do

Identify stakeholders’ information needs and obtain appropriate information from relevant sources.
Prepare and present information to stakeholders in a clear, concise, and accessible manner.
Deal with queries from stakeholders about the information provided, offering accurate and helpful responses.
Keep accurate and complete records of all information prepared and presented to stakeholders.
Work within internal procedures when preparing and presenting information to stakeholders.
Comply with external requirements and regulations when preparing and presenting information to stakeholders.

Preparing and presenting investment market information to stakeholdersReal unit · iCan Qualifications Limited

You'll identify stakeholders' information needs regarding investment market data and obtain relevant information. This unit covers preparing and presenting clear investment market information, addressing stakeholder queries, maintaining records, and working within organisational procedures.

What you'll be able to do

Identify stakeholders’ information needs regarding investment market data and obtain appropriate information from relevant sources.
Prepare and present information to stakeholders in a clear, concise, and accessible manner.
Deal with queries from stakeholders about the information provided, addressing their concerns and providing further clarification as needed.
Keep accurate and complete records of all information prepared and presented to stakeholders.
Work within internal procedures and guidelines when preparing and presenting investment market information.
Comply with external requirements and regulations related to the provision of investment market information.

Process customer service complaintsReal unit · iCan Qualifications Limited

You'll learn to recognise potential customer complaints and handle them effectively. The unit covers early intervention, professional communication, and adherence to organisational procedures for complaint resolution.

What you'll be able to do

Recognise the signs that a query or problem is likely to produce a complaint
Deal with a complaint effectively and professionally
Understand how to process customer service complaints in line with organisational procedures

Processing Pension Scheme Death BenefitsReal unit · iCan Qualifications Limited

You'll process pension scheme death benefits by validating applications, updating member details, and complying with legal, industry, and organisational requirements. The unit covers knowledge of specific pension schemes and types of death benefits.

What you'll be able to do

Know the details of the specific pension scheme that are worked with
Validate applications for pension scheme death benefits
Process applications for pension scheme death benefits
Update member details
Understand the relevant legal, industry and organisational requirements relevant to processing applications for pension scheme benefit

Processing Pension Scheme Leavers BenefitsReal unit · iCan Qualifications Limited

You'll understand pension scheme rules, regulations, and benefit structures to process leavers benefits accurately. The unit covers validating applications, determining allowable options, and updating records in compliance with scheme and legislative requirements.

What you'll be able to do

Know the details of the specific pension scheme that are worked with, including its rules, regulations, and benefit structures.
Validate applications for pension scheme leavers benefits, ensuring all required information is provided and accurate.
Determine requested options allowable based on member records, scheme rules and legislation, providing clear explanations to members.
Process pension scheme leavers benefits accurately and efficiently, adhering to established procedures.
Update records to reflect the processing of pension scheme leavers benefits, ensuring data integrity.
Understand the relevant legal, industry and organisational requirements relevant to processing applications for pension scheme benefits, ensuring compliance.

Processing TradesReal unit · iCan Qualifications Limited

You'll learn to process electronic and manual trade instructions accurately and efficiently. This unit covers monitoring instruction processing, acting within authority levels, adhering to internal procedures, and complying with external regulations.

What you'll be able to do

Process electronic instructions accurately and efficiently.
Process manual instructions in accordance with established procedures.
Monitor the processing of instructions to ensure timely and accurate completion.
Act within personal authority levels when processing instructions.
Work within internal procedures and guidelines when processing instructions.
Comply with external requirements and regulations related to processing trades.

Processing and maintaining bilateral and / or syndicated loansReal unit · iCan Qualifications Limited

You'll gain skills to obtain, verify, and process information related to bilateral and syndicated loans. This unit covers fee processing, acting within authority levels, and adhering to internal procedures and external regulations for loan maintenance.

What you'll be able to do

Obtain all the necessary information required to process and/or maintain bilateral and/or syndicated loans.
Accurately process the information received in relation to bilateral and/or syndicated loans.
Process fees relating to bilateral and/or syndicated loans in accordance with organisational procedures.
Act within the limits of personal authority when processing and maintaining loans.
Work within internal procedures and guidelines when processing and maintaining loans.

Processing applications for securing additional pension scheme benefitReal unit · iCan Qualifications Limited

It teaches you to validate and process applications for additional pension scheme benefits, update member details, and maintain accurate records. You'll follow organisational procedures and understand relevant legal and industry requirements.

What you'll be able to do

Validate applications for pension scheme additional voluntary contributions to ensure accuracy and completeness.
Process applications for pension scheme additional voluntary contributions in accordance with organisational procedures.
Update member details accurately following the processing of applications.
Make necessary updates to systems and records following the application process.
Understand the relevant legal requirements relevant to processing applications for pension scheme benefit.
Understand the relevant industry requirements relevant to processing applications for pension scheme benefit.
Understand the relevant organisational requirements relevant to processing applications for pension scheme benefit.

Processing complex insurance business as an intermediaryReal unit · iCan Qualifications Limited

This unit provides learners with knowledge of the general insurance market and parties involved, policy features, and payment handling. You'll learn to process requests and manage complex insurance business as an intermediary.

What you'll be able to do

Understand the structure of the market for general insurance business.
Understand the roles and responsibilities of the various parties within the general insurance market related to the work carried out.
Understand the details of general insurance policies, including their features, terms and conditions.
Understand how to calculate payments related to complex insurance business.
Understand how to handle payments related to complex insurance business.
Process requests for complex insurance cover accurately and efficiently.
Place complex new business with insurers, ensuring appropriate cover is secured.
Finalise complex insurance cover, completing all necessary documentation and procedures.
Understand the requirements of all relevant codes of practice.
Understand the requirements of all relevant laws.
Understand the requirements of all relevant regulatory requirements.
Comply with all relevant codes of practice when processing complex insurance business.
Comply with all relevant laws when processing complex insurance business.
Comply with all relevant regulatory requirements when processing complex insurance business.

Processing complex insurance renewalsReal unit · iCan Qualifications Limited

You'll develop knowledge of roles and responsibilities within the insurance industry and general insurance policy details. This unit covers reviewing and processing complex insurance renewals, including alterations to terms and conditions.

What you'll be able to do

Understand the roles and responsibilities of the various parties within the insurance industry related to the job role, including insurers, brokers, and policyholders.
Understand the details of general insurance policies, including terms, conditions, exclusions, and endorsements.
Review complex renewals, assessing risk factors and policy requirements.
Deal with complex renewals requiring alteration to existing terms and conditions, negotiating with relevant parties as necessary.
Confirm or decline renewal for complex risks, based on thorough assessment and adherence to underwriting guidelines.
Keep accurate and complete records of all renewal activities, ensuring compliance with organisational procedures.
Understand the requirements of all relevant codes, laws and regulatory requirements relating to insurance renewals.
Comply with all relevant codes, laws and regulatory requirements when processing complex insurance renewals.

Processing complex insurance renewals as an intermediaryReal unit · iCan Qualifications Limited

This unit provides an understanding of the general insurance market structure and the roles of its parties. You'll gain knowledge of policy details and develop skills to process and finalise complex insurance renewals as an intermediary.

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 complex insurance renewals as an intermediary.
Understand the importance of customer service in the financial services industry.
Process complex renewals of insurance cover.
Arrange complex renewals.
Finalise complex renewals.
Understand the requirements of all codes, laws and regulatory requirements.
Comply with all codes, laws and regulatory requirements.

Processing complex mid-term insurance amendmentsReal unit · iCan Qualifications Limited

You'll explore the general insurance market and policy details, focusing on processing complex mid-term amendments. The unit develops skills to arrange and finalise policy changes while understanding the responsibilities of involved parties.

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 complex mid-term insurance amendments.
Process complex mid-term amendments of insurance cover.
Arrange complex mid-term amendments with insurers.
Finalise complex 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 complex policy documentation for new businessReal unit · iCan Qualifications Limited

You'll gain knowledge of the roles and responsibilities of parties within the insurance industry, details of general insurance policies, and skills to draft, check, and issue complex policy documentation for new business. The unit emphasises accuracy and compliance throughout the documentation process.

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
Draft complex insurance policy documentation
Check and issue new business documentation
Keep accurate and complete records
Understand the requirements of all codes, laws and regulatory requirements relevant to processing complex policy documentation
Comply with all codes, laws and regulatory requirements relevant to processing complex policy documentation

Processing complex requests for payment against life, pensions and investment contractsReal unit · iCan Qualifications Limited

You'll gain knowledge of the roles and responsibilities of parties involved in life, pensions, and investment contracts, the features of relevant products, and the procedures for processing complex payment requests. The unit covers end-to-end payment processing within this context.

What you'll be able to do

Understand the roles and responsibilities of the various parties involved in life, pensions, and investment business, specifically in relation to processing payment requests.
Understand the key features and benefits offered by a range of life, pensions, and investment products.
Understand the end-to-end process for dealing with requests for payment on life assurance, pension, and investment products.
Assess non-routine payment requests against life, pension, or investment contracts to determine eligibility for payment.
Accurately authorise and calculate payments against life, pension, or investment contracts in non-routine situations.
Understand the requirements of all relevant codes of practice, laws, and regulatory requirements pertaining to payment processing.
Consistently comply with all relevant codes of practice, laws, and regulatory requirements during payment processing activities.

Processing corporate actions on behalf of investorsReal unit · iCan Qualifications Limited

This unit equips learners to provide information on corporate actions to investors, monitor processing, and handle investor instructions. You'll act within authority levels, follow internal procedures, and comply with external requirements.

What you'll be able to do

Provide information to investors regarding different types of corporate actions.
Monitor the processing of corporate actions to ensure accuracy and timeliness.
Process instructions received from investors relating to corporate actions, in line with their requirements.
Act within defined personal authority levels when processing corporate actions.
Work within internal procedures and guidelines when dealing with corporate actions.
Comply with all relevant external requirements and regulations relating to corporate actions.

Processing documentation for complex life, pensions and investment contractsReal unit · iCan Qualifications Limited

This unit provides understanding of roles within life, pensions, and investment business and the preparation of documentation for complex contracts. You'll appreciate the importance of customer service and be able to prepare and issue policy documentation.

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 and non-standard clauses, extensions and limitations for new and/or altered life, pensions and investment contracts
Issue to customers documentation with non-standard wordings, extensions and limitations for new and/or altered life, pensions and investment contracts
Understand the requirements of all codes, laws and regulatory requirements
Comply with all codes, laws and regulatory requirements

Processing financial services sales support administration for agenciesReal unit · iCan Qualifications Limited

You'll develop the ability to process financial services sales support administration for agencies. The unit covers verifying application information, assessing agencies in line with organisational procedures, and ensuring legal and regulatory compliance.

What you'll be able to do

Understand how to ensure that information received regarding new agency applications is sufficient and accurate.
Decide whether or not to accept the agency in line with organisational procedures, based on a thorough assessment.
Work within organisational procedures and legal and regulatory requirements when processing financial services sales support administration for agencies.

Processing instructions for complex mortgage and/or financial planning businessReal unit · iCan Qualifications Limited

You'll gain skills to process client requests for complex mortgage and financial planning products. The unit covers accurate documentation, payment verification, and compliance with relevant laws and regulatory requirements.

What you'll be able to do

Process clients' requests for complex mortgage and/or financial planning products once agreed, ensuring accuracy and completeness.
Check that payments and documentation relating to complex mortgage and/or other financial products are processed correctly and efficiently.
Comply with relevant codes, laws, and regulatory requirements when processing instructions for complex mortgage and/or financial planning business.

Processing pension scheme retirement benefitsReal unit · iCan Qualifications Limited

You'll understand pension scheme details, validate retirement benefit applications, arrange payments, and update member records. This unit covers the impact of other pension benefits and compliance with scheme rules and regulations.

What you'll be able to do

Know the specific details of the pension scheme that are worked with, including eligibility criteria and benefit structures.
Validate applications for pension scheme retirement benefits, ensuring all required documentation is present and accurate.
Arrange payment of retirement benefits in accordance with scheme rules and regulatory requirements.
Update member details accurately and efficiently following processing of retirement benefits.
Understand the effect a member’s other pension benefits may have on their scheme benefits, including potential reductions or adjustments.
Understand the relevant legal, industry and organisational requirements relevant to processing applications for pension scheme benefits, including data protection and anti-money laundering regulations.

Processing pension scheme transfersReal unit · iCan Qualifications Limited

This unit equips learners to interpret and apply pension scheme rules for transfers, calculate entitlements, inform members of options, and process transfers. You'll ensure compliance with scheme regulations and effective communication with members.

What you'll be able to do

Interpret and apply pension scheme rules accurately when a transfer notification is received
Calculate pension entitlements correctly in accordance with the specific pension scheme rules
Inform pension scheme members clearly and concisely of their available options regarding transfers
Process pension scheme transfers efficiently and in accordance with all relevant rules and procedures
Understand the effect of changes in a member’s circumstances on their pension scheme benefits and transfer options
Understand the relevant legal, industry, and organisational requirements that apply to processing applications for pension scheme benefits and transfers

Processing the transfer of foreign currencyReal unit · iCan Qualifications Limited

You'll identify and complete foreign currency transfer requirements within foreign exchange accounts. This unit includes operating accounts, completing documentation accurately, and ensuring compliance with relevant codes, laws, and regulatory requirements.

What you'll be able to do

Identify the foreign currency transfer requirements within foreign exchange accounts.
Complete the foreign currency transfer requirements within foreign exchange accounts.
Operate foreign exchange accounts.
Monitor codes, laws and regulatory requirements relevant to foreign currency transfers.
Comply with all codes, laws and regulatory requirements relevant to foreign currency transfers.

Progressing and finalising applications for business financing and credit facilitiesReal unit · iCan Qualifications Limited

You'll develop the ability to evaluate information for business financing and credit applications, approve applications within authority limits, and obtain written agreements and security. This unit covers progressing and finalising financing and credit facility applications.

What you'll be able to do

Evaluate information required to progress applications for business financing and/or credit facilities
Approve applications for business financing and/or credit facilities in line with organisational policy
Obtain written agreement and security for financing and/or credit facilities to business customers
Activate the facility for business customers according to agreed terms
Understand and comply with legislation and regulation relating to progressing and finalising applications for financing and credit facilities

Progressing personal property financing applicationsReal unit · iCan Qualifications Limited

It teaches you to progress personal property financing applications efficiently. You'll gather and evaluate required information, submit documentation, process applications, and communicate with customers in line with organisational procedures.

What you'll be able to do

Gather all necessary information required to progress applications for personal property financing.
Evaluate the information gathered for personal property financing applications.
Submit the required information to progress applications for personal property financing.
Process applications for personal property financing in accordance with organisational procedures.
Communicate effectively with customers regarding the progress of their personal property financing applications.
Understand and comply with all relevant legislation and regulations relating to progressing applications for personal property financing.

Provide leadership and direction for own area of responsibilityReal unit · iCan Qualifications Limited

You'll learn to provide leadership and direction within their area of responsibility. The unit includes setting objectives, communicating direction, gathering feedback, and assessing personal leadership performance.

What you'll be able to do

Lead effectively in own area of responsibility
Provide clear direction and set achievable objectives in own area of responsibility
Communicate the direction for own area of responsibility clearly and collect feedback to inform improvement strategies
Assess own leadership performance against agreed criteria

Providing callers with specialised assistance in a financial services environmentReal unit · iCan Qualifications Limited

You'll learn to identify customer needs for specialised assistance in a financial services environment, provide appropriate support, and communicate effectively within organisational, legal, and regulatory frameworks. The unit emphasises adapting communication styles to meet caller requirements.

What you'll be able to do

Identify the required specialist assistance with the customer and agree on it
Provide the caller with specialised assistance according to their needs
Understand how to communicate effectively to a caller within organisational procedures
Communicate effectively to a caller within organisational procedures
Work within organisational procedures
Work within legal and regulatory requirements

Providing information on pension schemes on enquiryReal unit · iCan Qualifications Limited

It teaches you to ascertain enquirers’ status and information needs regarding pension schemes, provide accurate information in line with organisational procedures, and comply with scheme and industry rules. You'll learn to verify identity and deliver compliant responses.

What you'll be able to do

Accurately ascertain the enquirer’s status (e.g., scheme member, beneficiary, advisor) and the specific information they require regarding pension schemes.
Provide the information requested by the enquirer clearly, accurately, and in accordance with organisational procedures and data protection regulations.
Comply fully with all relevant pension scheme rules, industry regulations, and legal requirements when providing information to enquirers.

Providing information to customers in a financial services environmentReal unit · iCan Qualifications Limited

This unit develops learners' ability to acknowledge customer requests promptly and provide accurate, clear information on financial products and services. You'll enhance communication skills to explain complex information within organisational guidelines.

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

Providing periodic pension scheme informationReal unit · iCan Qualifications Limited

It teaches you to accurately create, update, and validate pension scheme data in a timely manner. You'll provide updated information to relevant parties while adhering to data protection principles and maintaining comprehensive records.

What you'll be able to do

Create and update data accurately and in a timely manner
Provide updated data to appropriate relevant parties in accordance with organisational procedures

Reconciling investment market transactionsReal unit · iCan Qualifications Limited

It teaches you to reconcile investment market transactions and account balances accurately. You'll resolve issues identified during reconciliation, provide relevant information, and act within personal authority and internal procedures.

What you'll be able to do

Reconcile transactions and account balances accurately
Resolve issues and problems identified during reconciliation processes effectively
Provide clear and concise information about reconciliations to relevant parties
Act within defined personal authority levels when performing reconciliations
Work within internal procedures and guidelines for reconciliation
Comply with external requirements and regulations relating to investment market transaction reconciliation

Recruit staff in own area of responsibilityReal unit · iCan Qualifications Limited

This unit equips learners to review human resource requirements and participate in recruitment within their area of responsibility. It covers legal, regulatory, ethical, and social considerations to ensure compliant and effective recruitment and selection processes.

What you'll be able to do

Review human resource requirements to meet business objectives in own area of responsibility.
Understand the importance of ensuring that recruitment and selection processes meet legal requirements.
Understand the importance of ensuring that recruitment and selection processes meet regulatory requirements.
Understand the importance of ensuring that recruitment and selection processes meet ethical requirements.
Understand the importance of ensuring that recruitment and selection processes meet social requirements.
Participate in the recruitment and selection process in line with organisational policy.
Evaluate the recruitment and selection process and identify areas for improvement in the future.

Review underwriting decisions to accept risksReal unit · iCan Qualifications Limited

You'll understand roles within the insurance industry and details of general insurance policies. The unit focuses on reviewing, altering, and renewing risks during underwriting, obtaining required information, and understanding terms and conditions.

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 review, alter and renew risks during the underwriting process
Obtain the required information to review quotations effectively
Review underwriting decisions thoroughly and accurately
Understand the requirements of all relevant codes, laws and regulatory requirements
Comply with all relevant codes, laws and regulatory requirements in the insurance industry

Settling complex insurance claimsReal unit · iCan Qualifications Limited

You'll gain knowledge of roles within the insurance industry, policy details, and procedures for settling complex insurance claims. The unit covers obtaining and providing necessary information to support claim settlement and understanding exclusions and limitations.

What you'll be able to do

Understand the roles and responsibilities of the various parties involved in the insurance industry in relation to the claims handling process
Understand the detailed terms and conditions of general insurance policies relevant to settling complex claims
Understand the procedures and considerations involved in settling complex insurance claims effectively
Obtain all necessary information to support the settlement of complex insurance claims
Provide clear and accurate information to all relevant parties involved in the settlement of complex insurance claims
Consider all relevant factors when settling complex insurance claims and take appropriate further action where required
Negotiate effectively with all parties involved in complex insurance claims to reach a fair and reasonable settlement
Keep accurate and complete records of all actions and decisions taken during the settlement of complex insurance claims
Understand the requirements of all relevant codes, laws, and regulatory requirements relating to insurance claims handling
Comply with all relevant codes, laws, and regulatory requirements when settling complex insurance claims

Supervising mortgage and/or financial planning administrative systems and processesReal unit · iCan Qualifications Limited

This unit covers the supervision of mortgage and financial planning administrative systems, focusing on monitoring system performance, recognising user competence shortfalls, evaluating potential system changes, and preparing reports. You'll learn to ensure effective work output and identify training needs.

What you'll be able to do

Monitor administrative systems to make sure work output is effective and meets required standards.
Recognise and assess any shortfall in the understanding and competence of system users, identifying training or support needs.
Specify and evaluate possible changes to administrative systems and processes, considering their impact and feasibility.
Prepare reports and statistical data on administrative systems and processes, providing insights into performance and efficiency.
Check that administrative systems and processes are, and remain, compliant with relevant regulations and organisational policies.

Supervising the administration of retail financial products and servicesReal unit · iCan Qualifications Limited

It teaches you to supervise the administration of retail financial products and services by monitoring information and documentation, taking corrective action, supporting staff, and ensuring compliance with all relevant codes, laws, and regulations.

What you'll be able to do

Monitor information and take corrective action where necessary
Monitor documentation and take appropriate corrective action where necessary
Monitor and support staff
Comply with all codes, laws and regulatory requirements

Support learning and development within own area of responsibilityReal unit · iCan Qualifications Limited

You'll identify colleagues' learning needs within their area of responsibility and develop a supportive learning environment. The unit also covers providing guidance, encouraging application of learning, and evaluating outcomes to plan future development.

What you'll be able to do

Identify the learning needs of colleagues in own area of responsibility, taking into account their roles and responsibilities
Understand how to develop a learning environment in own area of responsibility that supports the learning and development of colleagues
Support colleagues in learning and its application to their work, providing guidance and encouragement
Evaluate learning outcomes and future learning and development of colleagues, identifying areas for improvement and further development

Underwriting complex alterations to life, pensions and investment contractsReal unit · iCan Qualifications Limited

This unit covers the roles and responsibilities of parties involved in life, pensions, and investment business, alongside the features and benefits of related products. You'll develop knowledge of underwriting procedures and mid-term adjustments to assess customer information accurately.

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 the features and benefits provided by life, pensions and investment products.
Understand procedures for dealing with mid-term adjustments and cancellations to life assurance, pension and investment business.
Make sure that information supplied by customers in support of a proposed complex alteration is sufficient and accurate enough for underwriting to take place.
Decide if the proposed complex alteration to a life, pension or investment contract is acceptable.
Inform the customer of the outcome regarding a proposed complex alteration to a life, pension or investment contract.
Understand the requirements of all codes, laws and regulatory requirements.
Comply with all codes, laws and regulatory requirements.

Underwriting complex new life, pensions and investment business quotationsReal unit · iCan Qualifications Limited

This unit provides learners with an understanding of roles and responsibilities within life, pensions, and investment business, product features and benefits, and the underwriting process for complex new business quotations. You'll learn to carry out underwriting effectively.

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 the features and benefits provided by life products
Understand the features and benefits provided by pensions products
Understand the features and benefits provided by investment products
Understand how to carry out underwriting of complex new life business
Understand how to carry out underwriting of complex new pensions business
Understand how to carry out underwriting of complex new investment business
Make sure that information supplied in support of complex new business is sufficient for underwriting to take place
Make sure that information supplied in support of complex new business is accurate enough for underwriting to take place
Decide if the proposed complex new life business is acceptable
Decide if the proposed complex new pensions business is acceptable
Decide if the proposed complex new investment business is acceptable
Inform the customer of the outcome regarding proposed complex new life business
Inform the customer of the outcome regarding proposed complex new pensions business
Inform the customer of the outcome regarding proposed complex new investment business
Understand the requirements of all relevant codes
Understand the requirements of all relevant laws
Understand the requirements of all relevant regulatory requirements
Comply with all relevant codes
Comply with all relevant laws
Comply with all relevant regulatory requirements

Underwriting complex new risksReal unit · iCan Qualifications Limited

You'll understand the roles of brokers, underwriters, and claims handlers within the insurance industry, the features of general insurance policies, and organisational procedures for underwriting complex new risks. The unit focuses on obtaining necessary information and granting cover appropriately.

What you'll be able to do

Understand the roles and responsibilities of the various parties within the insurance industry, specifically related to underwriting new risks.
Understand the key details and features of various general insurance policies.
Understand organisational procedures and the specific circumstances under which insurance cover can be granted.
Effectively obtain all required information from the customer to accurately assess the risk.
Underwrite the risk thoroughly, adhering to both industry best practices and organisational processes and guidelines.
Provide the customer with clear and comprehensive details of the underwriting decision, including any terms and conditions.
Maintain accurate and complete records of all underwriting activities and decisions.
Understand the requirements of all relevant codes of practice, laws, and regulatory requirements pertaining to insurance underwriting.
Consistently comply with all relevant codes of practice, laws, and regulatory requirements during the underwriting process.

Underwriting complex policy alterationsReal unit · iCan Qualifications Limited

You'll understand the roles and responsibilities of parties involved in underwriting complex policy alterations. This unit covers policy details, organisational procedures, and obtaining and clarifying information to underwrite alterations appropriately.

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 when underwriting complex policy alterations.
Understand the details of general insurance policies, including terms, conditions, and exclusions.
Understand organisational procedures and the circumstances for granting cover for complex policy alterations.
Obtain and clarify the required information to progress a complex policy alteration, ensuring accuracy and completeness.
Process the alteration to the insurance policy in accordance with organisational procedures and regulatory requirements.
Provide details of the decision made regarding the policy alteration to the relevant parties.
Keep accurate and complete records of all actions taken and decisions made during the policy alteration process.
Understand the requirements of all relevant codes, laws and regulatory requirements relating to underwriting complex policy alterations.
Comply with all relevant codes, laws and regulatory requirements when underwriting complex policy alterations.

Updating and generating pension scheme members annual benefit statementReal unit · iCan Qualifications Limited

You'll develop the ability to update pension schemes and produce members' annual benefit statements. The unit covers relevant legislation, organisational procedures, and the accurate maintenance of records to ensure compliance.

What you'll be able to do

Update pension schemes in accordance with current legislation and organisational procedures.
Produce pension scheme members' annual benefit statements accurately and within specified timescales.

Use customer service as a competitive toolReal unit · iCan Qualifications Limited

It teaches you to organise and deliver customer service activities that provide a competitive advantage. You'll analyse current practices, develop improvement plans aligned with strategic objectives, and implement competitive customer service.

What you'll be able to do

Organise customer service activities to gain a competitive advantage for the organisation.
Deliver a competitive customer service experience that meets and exceeds customer expectations.
Understand how to use customer service strategies and techniques as a competitive tool within the market.

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 3 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.

Appraising and authorising applications for personal financing and credit facilitiesAppraising applications for business financing and credit facilitiesArranging the settlement of investment transactionsAssessing and using complex financial information to reconcile accountsAuthorising requests for payment against life, pensions and investment contractsAuthorising the underwriting of life, pensions and investment contractsCalculating and Quoting Pension Scheme Death BenefitsCalculating and Quoting Pension Scheme Early Leavers Notifications

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 tutors

Where 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.

See Your Progress GrowIllustration

iCQ Level 3 Certificate in Providing Financial Services

Administer personal money for individuals in custody
Advise and guide your organisation on compliance matters
Advise individual or corporate investment clients on investment strategy and investment selection
Agree and arrange a pre-planned funeral with clients
Analyse and interpret individual or corporate client investment objectives
Analyse the regulatory requirements and principles that impact on the design or revision of a Training and Competence Scheme
Appraise and Authorise Applications for Personal Financing and Credit Facilities
Appraise applications for business financing and credit facilities

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.

Where this can lead

Debt Recovery Specialist

Your journey here isn't just a job; it's a chance to build a robust career in a critical area of legal practice. We're looking for people who want to grow, learn, and make a real impact, and we'll support you every step of the way.

See the whole journey →

Opens the roleDebt Recovery SpecialistOne of the jobs this qualification is a route into · 1 near-identical record folded inSee the role →Opens the roleUnderwriting AssistantOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Opens the roleClaims AssociateOne of the jobs this qualification is a route into · 1 near-identical record folded inSee the role →Opens the roleAssistant UnderwriterOne of the jobs this qualification is a route intoSee the role →Opens the roleUnderwriting TraineeOne of the jobs this qualification is a route intoSee the role →Opens the roleUnderwriterOne of the jobs this qualification is a route into · 3 near-identical records folded inSee the role →Future FluencyAll ten future skillsSee how every unit is contextualised by the tenExplore →

Showing 6 roles, drawn from 598 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.

Administer personal money for individuals in custodyAdvise and guide your organisation on compliance mattersAdvise individual or corporate investment clients on investment strategy and investment selectionAgree and arrange a pre-planned funeral with clientsAnalyse and interpret individual or corporate client investment objectivesAnalyse the regulatory requirements and principles that impact on the design or revision of a Training and Competence SchemeAppraise and Authorise Applications for Personal Financing and Credit FacilitiesAppraise applications for business financing and credit facilitiesArrange the Settlement of Investment TransactionsAssist in Controlling Customer AccountsAuthorise Requests for Payment Against Life Pensions and Investment Contracts LegacyAuthorise the underwriting of life, pensions and investment contractsBenchmark collective fund performance against investment objectivesCarry out administration for the retail client in securities or derivativesCarry out audit investigations of the Training and Competence SchemeCarry out financial and investment analysis of a collective fundCharge and control securities for financingCollect and process payments+118 more

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.

One-to-one, on your real workNo lectures, no past-papers. Every unit is practised on the actual tasks your job throws at you, a tutor beside you, not a video in front of you.

Taught to the top, not the testMost courses stop at remembering. Your companion keeps climbing: analysing, judging, creating. That’s the part a machine can’t do for you.

Credits you keep, a map that continuesEvery unit is regulated and yours for good. The day you finish, Zavmo already knows the next role your new credits open.

Appraising and authorising applications for personal financing and credit facilitiesLevel 3

Applied to your work in any of these jobs

Which job do you mean?

Debt Recovery Specialist Underwriting Assistant Claims Associate Assistant Underwriter Underwriting Trainee Underwriter

Learners will develop the ability to assess applications for personal financing and credit facilities, apply decision-making processes, communicate outcomes, and activate approved facilities. The unit emphasises compliance with relevant codes, laws, and regulations.

How the thinking builds

Remember
Understand
Apply
Analyse
Evaluate
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.

Your PlanIllustration

Built for iCQ Level 3 Certificate in Providing Financial Services

102 units in this credential, in the order it lists them, awarded by iCan Qualifications Limited.

Appraising and authorising applications for personal financing and credit facilities
Appraising applications for business financing and credit facilities
Arranging the settlement of investment transactions
Assessing and using complex financial information to reconcile accounts
Authorising requests for payment against life, pensions and investment contracts
Authorising the underwriting of life, pensions and investment contracts

and 96 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.

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

Why this matters: AI can already remember and understand for you. What it can’t do is take your real problem and judge the right call. So the only learning worth paying for is the learning that takes you to the top. That’s exactly what a tutor doing it with you, on your real work, is for.

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, 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.