BIIAB · RQF Level 2
BIIAB Level 2 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 2
- Total credits21
- Guided learning133 hours
- Units in this qualification57
Awarded by BIIAB · on the Ofqual register
Start here
See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
Check my fluency, free
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
These are the units BIIAB registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.
Agreeing the settlement of straightforward claims for uninsured lossesReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to agree the settlement of straightforward claims for uninsured losses
- Obtain and communicate information needed to settle the claim for uninsured losses
- Follow organisational procedures in dealing with uninsured loss claims including dealing with problems or complaints
- Correctly settle uninsured loss claims
- Keep accurate and complete records
- Understan
Assessing and using complex financial information to reconcile accountsReal unit · BIIAB
What you'll be able to do
- Assess complex financial information
- Deal with and resolve complex queries
- Comply with all codes, laws and regulatory requirements
Assessing and using financial information to reconcile stakeholder investment accountsReal unit · BIIAB
What you'll be able to do
- Use financial information to reconcile stakeholder investment accounts.
- Resolve discrepancies identified during reconciliation.
- Provide information about the reconciliation of stakeholder investment accounts.
- Keep accurate and complete records.
- Work within internal procedures
- Comply with external requirements and regulations
Assessing and using straightforward financial information to reconcile accountsReal unit · BIIAB
What you'll be able to do
- Assess straightforward financial information
- Deal with and resolve straightforward queries
- Comply with all codes, laws and regulatory requirements
Authorising financial transactions using telecommunicationsReal unit · BIIAB
What you'll be able to do
- Obtain and confirm all necessary details to commence the transaction process
- Apply the organisation’s authorisation criteria
- Complete the transaction following organisational procedures
Building effective relationships with clients in a financial services environmentReal unit · BIIAB
What you'll be able to do
- Prepare for the delivery of effective customer service
- Work with clients to meet needs and expectations
- Confirm service delivery meets the needs and expectations of clients
- Comply with internal and external procedures and regulations
Complying with regulations within the financial services environmentReal unit · BIIAB
What you'll be able to do
- Find out and identify the regulatory requirements relevant to the job role
- Comply with financial regulations
- Identify and respond to failures to comply with financial regulations
Contributing to reports for mortgage and/or financial planning clientsReal unit · BIIAB
What you'll be able to do
- Contribute to the preparation of reports with mortgage advisers or financial planners
- Create report content
- Contribute to the production of valuations
- Comply with relevant codes, laws and regulatory requirements
Dealing with customers by telephone in a financial services environmentReal unit · BIIAB
What you'll be able to do
- Open a conversation with a customer using a telephone and supporting equipment
- Understand how and be able to communicate effectively with the customer using a telephone and supporting equipment
- Deal with customer needs by telephone
- Comply with legal and organisational requirements
Dealing with requests to cancel financial services products or servicesReal unit · BIIAB
What you'll be able to do
- Understand how and be able to discuss the reason for the cancellation with the customer,
- Understand how and be able to ensure the customer fully understands all the features and benefits which would be lost, if cancelled,
- Arrange for the customer records to be amended accordingly and for confirmation to be sent to the customer,
- Work within organisational procedures and legal and regulatory requirements
Dealing with straightforward claims for insured lossesReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to deal with straightforward claims for insured losses
- Obtain information required to progress a straightforward claim for insured losses
- Provide advice to customers to help deal with the claim
- Work within organisational timescales when dealing with straightforward claims
- Keep accurate and complete records
- Understand the requirements of all codes, laws
Debt Collection Case Management Practice _pre legal_Real unit · BIIAB
What you'll be able to do
- Monitor progress of debt collection procedures.
- Liaise with relevant parties in relation to debt collection.
- Prepare documentation and evidence to support the commencement of legal proceedings.
Debt Collection Case Management Principles _pre legal_Real unit · BIIAB
What you'll be able to do
- Understand the principles of debt collection administration.
- Understand how to liaise with relevant parties in relation to debt collection.
- Understand how to prepare documentation and evidence to support the commencement of legal proceedings.
Debt Collection Negotiations PracticeReal unit · BIIAB
What you'll be able to do
- Make contact with the debtor in an effective and appropriate way.
- Establish if a debtor is able to make full and immediate payment.
- Record and where appropriate, investigate disputes.
- Negotiate repayment solutions.
Debt Collection Negotiations PrinciplesReal unit · BIIAB
What you'll be able to do
- Make contact with the debtor in an effective and appropriate way.
- Understand the impact of a debtor’s profile on the collection process.
- Record and where appropriate, investigate any disputes.
- Negotiate repayment solutions.
Debt Repayment Monitoring PracticeReal unit · BIIAB
What you'll be able to do
- Review debtor accounts.
- Instigate action in response to non-payment.
- How to monitor debtor accounts to safeguard repayment arrangements.
Debt Repayment Monitoring PrinciplesReal unit · BIIAB
What you'll be able to do
- Understand how to review debtor accounts.
- Understand how to instigate action in response to non-payment.
- Understand to how to monitor debtor accounts to safeguard repayment arrangements.
Debtor Call Handling PracticeReal unit · BIIAB
What you'll be able to do
- Plan outbound telephone calls with debtors.
- Conduct inbound and outbound telephone calls with debtors.
- Record inbound and outbound telephone calls with debtors.
Debtor Call Handling PrinciplesReal unit · BIIAB
What you'll be able to do
- Plan outbound telephone calls with debtors.
- Conduct inbound and outbound telephone calls with debtors.
- Record inbound and outbound telephone calls with debtors.
Generating and qualifying sales leadsReal unit · BIIAB
This unit covers the practices, legislation, and codes of practice related to generating and qualifying sales leads. You'll understand lead generation techniques, qualification criteria, and data protection principles relevant to prospecting customers.
What you'll be able to do
- Understand the practices that relate to generating and qualifying sales leads, including lead generation techniques and qualification criteria
- Understand the legislation that relates to generating and qualifying sales leads, including data protection and privacy laws
- Understand the regulation that relates to generating and qualifying sales leads, including industry-specific regulations
- Understand the codes of practice that relate to generating and qualifying sales leads, including ethical guidelines and best practices
- Understand the process of generating sales leads, including identifying target markets and creating marketing campaigns
- Understand the process of qualifying sales leads, including assessing their potential and prioritising follow-up
- Prospect for customers by identifying potential leads through various channels
- Prospect for customers by making initial contact and gathering information
Improving and maintaining workplace competence in a financial services environmentReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilites within a financial services organisation
- Discuss and agree personal work objectives
- Identify areas for personal development
- Discuss and agree to a personal development plan (PDP) and work objectives
- Implement a personal development plan (PDP) and work objectives
Operating a multi-currency tillReal unit · BIIAB
What you'll be able to do
- Set up a multi-currency till and prepare for dealing with customers
- Operate a multi-currency till applying counter security measures
- Shut down a multi-currency till
- Monitor and comply with all codes, laws and regulatory requirements
Operating a sterling counter tillReal unit · BIIAB
What you'll be able to do
- Set up a sterling counter till and prepare for dealing with customers
- Operate a sterling counter till applying counter security measures
- Shut down a sterling counter till
- Monitor and comply with all codes, laws and regulatory requirements
Operating credit control proceduresReal unit · BIIAB
What you'll be able to do
- Identify non payment
- Take appropriate action with non payment
- Comply with all codes, laws and regulatory requirements
Operating payment by instalmentsReal unit · BIIAB
What you'll be able to do
- Arrange payment by instalments
- Monitor payments made by instalment
- Deal with failed payments
- Comply with all codes, laws and regulatory requirements
Payment Processing PracticeReal unit · BIIAB
What you'll be able to do
- Process payment transactions.
- Resolve problems in relation to payment transactions.
- Accurately record payment transactions.
Payment Processing PrinciplesReal unit · BIIAB
What you'll be able to do
- Understand how to process payment transactions.
- Understand how to identify and resolve problems in relation to payment transactions.
- Understand how to accurately record payment transactions.
Planning and organising work in a financial services environmentReal unit · BIIAB
What you'll be able to do
- Develop a work plan
- Meet work plan objectives
- Work with others
Preparation for Debt Collection PracticeReal unit · BIIAB
What you'll be able to do
- Obtain sufficient information to commence debt collection.
- Confirm if debt collection procedures should commence.
Preparation for Debt Collection PrinciplesReal unit · BIIAB
What you'll be able to do
- Understand how to obtain sufficient information to commence debt collection.
- Understand how rules and regulations relate to debtors and the collection of debt.
- Understand if debt collection procedures need to commence.
Preparing and delivering a sales demonstrationReal unit · BIIAB
You'll learn to prepare and deliver sales demonstrations tailored to customer needs. The unit covers communication techniques, use of visual aids, and evaluation of demonstration effectiveness to enhance sales outcomes.
What you'll be able to do
- Understand how to prepare for a sales demonstration, including identifying customer needs and tailoring the demonstration accordingly
- Understand how to deliver a sales demonstration effectively, including using appropriate communication techniques and visual aids
- Prepare for a sales demonstration by researching the customer's needs and preferences
- Prepare for a sales demonstration by selecting appropriate products or services to showcase
- Prepare for a sales demonstration by creating a clear and concise presentation
- Deliver a sales demonstration by engaging the customer and addressing their concerns
- Deliver a sales demonstration by highlighting the benefits of the product or service
- Evaluate the sales demonstration by gathering feedback from the customer
- Evaluate the sales demonstration by identifying areas for improvement
Preparing and pursuing statements of account for financial products and servicesReal unit · BIIAB
What you'll be able to do
- Prepare statements of account for financial products and services
- Pursue statements of account for financial products and services
- Comply with all codes, laws and regulatory requirements
Processing applications for financing and credit facilitiesReal unit · BIIAB
What you'll be able to do
- Confirm and match customer’s requirements for financing and/or credit to an appropriate facility
- Process applications for financing and/or credit facilities
- Understand and comply with legislation and regulation relating to the processing of applications for financing and credit facilities
Processing customers’ financial transactionsReal unit · BIIAB
What you'll be able to do
- Deal with customer transactions and documentation
- Comply with all codes, laws and regulatory requirements
Processing documentation for bank or building society accountsReal unit · BIIAB
What you'll be able to do
- Gather information needed to process the documentation
- Produce the documentation
- Issue the documentation
- Comply with all codes, laws and regulatory requirements
Processing documentation for financing and credit facilitiesReal unit · BIIAB
What you'll be able to do
- Input information required for processing documentation for financing and credit facilities
- Produce documentation and check for problems and discrepancies
- Understand and comply with legislation and regulation covering financing and credit facilities as they relate to the processing of documentation
Processing documentation for straightforward life, pensions and investment contractsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to prepare policies and other documentation
- Understand the importance of customer service in the financial services industry
- Prepare documentation using standard wordings for new and/or altered life, pensions and investment contracts
- Issue to customers documentation with standard wordings for new and/or altered life, pensions and investment contracts
- Understand the requirements of all codes, laws and regulatory
Processing instructions for straightforward mortgage and/or financial planning businessReal unit · BIIAB
What you'll be able to do
- Process client requests for straightforward financial products and services once agreed
- Process payment and complete documentation
- Comply with codes, laws and regulatory requirements
Processing life, pensions and investment business applicationsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to process life, pensions and investment business applications
- Decide if a life, pension or investment business application can be processed
- Complete a quotation for life, pension or investment business
- Inform the customer of the underwriting decision regarding a quotation for life, pension or investment business
- Understand the requirements of all codes, laws and regulatory requirements
- Co
Processing payments relating to stakeholder investment transactions or accountsReal unit · BIIAB
What you'll be able to do
- Process payments due from and/or to stakeholders
- Maintain records of payments due from and/or to stakeholders
- Act within personal authority levels
- Work within internal procedures
- Comply with external requirements and regulations
Processing straightforward claims for uninsured lossesReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand how to process straightforward claims for uninsured losses
- Obtain information required to progress a straightforward claim for uninsured losses
- Communicate with customers and third parties
- Keep accurate and complete records
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward insurance business as an intermediaryReal unit · BIIAB
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Process requests for straightforward insurance cover
- Place straightforward new business with insurers
- Finalise straightforward insurance cover
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward insurance policy documentationReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Prepare straightforward insurance policy documentation.
- Issue documentation to the required procedures promptly.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements.
Processing straightforward insurance renewalsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Understand organisational procedures and the circumstances for granting cover
- Commence processing straightforward renewals.
- Identify those renewals where claims have been made or there have been changes in circumstances.
- Invite / decline renewal based on information obtained.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regul
Processing straightforward insurance renewals as an intermediaryReal unit · BIIAB
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Understand how to process straightforward insurance renewals as an intermediary
- Understand the importance of customer service in the financial services industry
- Process straightforward renewals of insurance cover
- Arrange straightforward renewals
- Finalise straightforward renewals
- Understand the requirements of all codes, laws and regula
Processing straightforward mid-term amendmentsReal unit · BIIAB
What you'll be able to do
- Understand the structure of the market for general insurance business and the roles and responsibilities of the various parties within it related to the work carried out
- Understand the details of general insurance policies
- Process straightforward mid-term amendments of insurance cover
- Arrange straightforward mid-term amendments with insurers
- Finalise straightforward mid-term amendments to insurance policies
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Processing straightforward new insurance claims notificationsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out,
- Understand the details of general insurance policies,
- Understand the information required to process a claim, including organisational procedures,
- Assess whether the claim is valid.,
- Communicate with customers regarding the progress of the claim.,
- Keep accurate and complete records.,
- Understand the requirements of all codes, laws and regulatory requirements,
- Comply with all codes, laws and regulatory requirements
Processing straightforward requests for payment against life, pensions and investment contractsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to process straightforward requests for payment against life, pensions and investments contracts
- Decide if the requested payment against a life, pension or investment contract may be made
- Progress payment against a life, pension or investment contract
- Comply with all codes, laws and regulatory requirements
- Understand the requirements of all codes, laws and regulatory requirements
Promoting the organisation’s additional financial services products and servicesReal unit · BIIAB
What you'll be able to do
- Understand how and be able to identify appropriate additional financial services to promote to customers
- Understand how and be able to ensure that the customer is provided with sufficient information to enable them to make an informed decision about the products or services offered
- Regularly review sales targets for financial services products or services
- Comply with legal and organisational requirements
Providing an administrative service for mortgage and/or financial planning clientsReal unit · BIIAB
What you'll be able to do
- Deal with straightforward requests for information from clients and colleagues
- Prepare quotations and illustrations within the limits of own authority
- Monitor the flow of mortgage and/or financial planning business and maintain records
- Comply with all codes, laws and regulatory requirements
Providing information to customers in a financial services environmentReal unit · BIIAB
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
Setting up bank or building society accounts for customersReal unit · BIIAB
What you'll be able to do
- Obtain the information required to identify and confirm the appropriate account
- Obtain and record all customer details and documentation required for the setting up of the account
- Set up the account ensuring compliance in all activities
Settling straightforward insurance claimsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out,
- Understand the details of general insurance policies,
- Understand how to settle straightforward insurance claims within organisational requirements,
- Obtain information required to support the settlement of the claim.,
- Consider the settlement of the claim taking appropriate further action where required.,
- Correctly settle straightforward claims.,
- Keep accurate and complete records.,
- Understand the requirements of all codes, la
Support customers using on-line customer servicesReal unit · BIIAB
What you'll be able to do
- Establish the type and level of support their customer needs to achieve on-line customer service
- Support on-line customer service in conversation with their customer
- Understand how to support customers using on-line services
Underwriting straightforward alterations to life, pensions and investment contractsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within life, pensions and investment business related to the work carried out
- Understand how to underwrite straightforward alterations to life, pensions and investment contracts
- Make sure that information supplied by customers in support of a proposed alteration is sufficient and accurate enough for underwriting to take place
- Decide if the proposed alteration to a life, pension or investment contract can be accepted
- Inform the customer of the outcome regarding a proposed alteration to a life
Underwriting straightforward new risksReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Identify the nature and level of straightforward new risks.
- Underwrite the risk following industry and organisational processes.
- Keep accurate and complete records.
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
Underwriting straightforward policy alterationsReal unit · BIIAB
What you'll be able to do
- Understand the roles and responsibilities of the various parties within the insurance industry related to the work carried out
- Understand the details of general insurance policies
- Identify the nature and level of straightforward policy alterations
- Provide details of the decision to the customer
- Keep accurate records and complete records
- Understand the requirements of all codes, laws and regulatory requirements
- Comply with all codes, laws and regulatory requirements
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 2 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.
Agreeing the settlement of straightforward claims for uninsured lossesAssessing and using complex financial information to reconcile accountsAssessing and using financial information to reconcile stakeholder investment accountsAssessing and using straightforward financial information to reconcile accountsAuthorising financial transactions using telecommunicationsBuilding effective relationships with clients in a financial services environmentComplying with regulations within the financial services environmentContributing to reports for mortgage and/or financial planning clients
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
BIIAB Level 2 Certificate In Providing Financial Services
- Assess and use financial information to reconcile accounts Legacy
- Assess and use financial information to reconcile stakeholder investment accounts Legacy
- Authorise financial transactions using telecommunications
- Authorise the underwriting of life, pensions and investment contracts
- Build Effective Relationships with Clients in a Financial Services Environment
- Carry out administration for the retail client in securities or derivatives
- Complete cash processing documentation
- Consider and advise on the compliance implications of business strategies at your organisation
Where this can lead
Underwriting Assistant
Your journey starts here, but where it goes is really up to you. We'll give you the tools, the training, and the opportunities; you bring the curiosity and the drive. This isn't just a job; it's a launchpad for a serious career in finance.
See the whole journey →Opens the roleUnderwriting AssistantOne of the jobs this qualification is a route into · 3 near-identical records folded inSee the role →Opens the roleCreditor Rights ClerkOne of the jobs this qualification is a route intoSee the role →Opens the roleAccount CoordinatorOne of the jobs this qualification is a route intoSee the role →Opens the roleCompliance AnalystOne of the jobs this qualification is a route into · 2 near-identical records folded inSee the role →Opens the roleFinancial Compliance SpecialistOne of the jobs this qualification is a route intoSee the role →Opens the roleCompliance AssociateOne of the jobs this qualification is a route intoSee the role →Future FluencyAll ten future skillsSee how every unit is contextualised by the tenExplore →
Showing 6 roles, drawn from 29 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.
Assess and use financial information to reconcile accounts LegacyAssess and use financial information to reconcile stakeholder investment accounts LegacyAuthorise financial transactions using telecommunicationsAuthorise the underwriting of life, pensions and investment contractsBuild Effective Relationships with Clients in a Financial Services EnvironmentCarry out administration for the retail client in securities or derivativesComplete cash processing documentationConsider and advise on the compliance implications of business strategies at your organisationDeal with customers by telephone in a financial services environmentDesign a compliance policy for your organisationDevelop and maintain effective relationships with relevant external bodiesEnsure you comply with regulations in your financial services environmentHandle telephone calls with debtors in an effective way LegacyInform regulatory bodies of breaches in regulations at your organisationMaintain Personal and Professional Development in Securities or DerivativesMaintain professional development and financial services industry awarenessNegotiate repayment solutions to outstanding debtsOperate Payment by Instalments Legacy+25 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.
Applied to your work in any of these jobs
Which job do you mean?
How the thinking builds
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for BIIAB Level 2 Certificate In Providing Financial Services
57 units in this credential, in the order it lists them, awarded by BIIAB.
- Agreeing the settlement of straightforward claims for uninsured losses
- Assessing and using complex financial information to reconcile accounts
- Assessing and using financial information to reconcile stakeholder investment accounts
- Assessing and using straightforward financial information to reconcile accounts
- Authorising financial transactions using telecommunications
- Building effective relationships with clients in a financial services environment
and 51 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
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, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.