Financial Services
In this section:
Course search

initial menu of Qualifications on offer

Listed below is the initial menu of approved courses that learning providers can choose to offer. Over time the menu will change as employers have more input into the Skills Academy.

Qualification Subject area Level Awarding body
Financial Advice      
Advanced Diploma in Financial Planning Financial Advice   CII
Advising on Financial Products (Financial Advice) - Advanced Apprenticeship Financial Advice  3  
BTEC Providing Financial Advice Financial Advice 3 Edexcel
Certificate in Financial Planning Financial Advice 3 CII
Certificate in Equity Release Financial Advice 3 CII
Certificate for Financial Advisers (CeFA) Financial Advice 3 IFS
Certificate in Long Term Care Insurance Financial Advice 3 CII
Certificate in Regulated Equity Release Financial Advice 3 IFS
Diploma in Financial Planning Financial Advice   CII
NVQ Providing Financial Advice Financial Advice 3 Edexcel
Financial Services      
Certificate in Financial Administration Financial Services 3 CII
Foundation Degree in Financial Services  Financial Services    
NVQ Retail Financial Services Financial Services 2 EDI
NVQ Retail Financial Services Financial Services 3 EDI
Insurance      
Advanced Diploma in Insurance Insurance   CII
Advising on Financial Products (Long Term Care Insurance Advice) - Advanced Apprenticeship Insurance 3  
Certificate in Insurance Insurance 3 CII
Diploma in Insurance Insurance   CII
Retail Financial Services Apprenticeship (Insurance) Insurance  2  
Retail Financial Services Apprenticeship (Insurance) Insurance 3  
Investment      
Certificate in Corporate Finance Investment 3 SII
Certificate in Investments (Units 1-5) Investment 3 SII
Diploma Investment   SII
Introduction to Investment Investment 3 SII
Investment Administration Qualification (IAQ) Investment 3 SII
Investment Management Certificate (IMC) Investment 3 UKSIP
Islamic Finance Qualification (IFQ) Investment   SII
Retail Financial Services Apprenticeship (Investment Administration) Investment 3  
Mortgage Advice      
Advising on Financial Products (Mortgage Advice) - Advanced Apprenticeship Mortgage Advice 3  
Certificate in Mortgage Advice Mortgage Advice 3 CII
Certificate in Mortgage Advice and Practice (CeMAP) Mortgage Advice 3 IFS
Pensions      
Award in Pension Trusteeship (Defined Contribution Schemes) Pensions 3 PMI
Award in Pension Trusteeship (Defined Contribution and Defined Benefit Schemes) Pensions 3 PMI
Diploma in Pensions Calculation Pensions 4 PMI
NVQ Pensions Administration Pensions 4 PMI
Personal Finance      
Award in Personal Finance Personal Finance 2 BCS
BTEC National Award in Personal and Business Finance Personal Finance 3 Edexcel
Certificate in Financial Studies Personal Finance 3 IFS
Certificate in Personal Finance Personal Finance 2 BCS
Diploma in Financial Studies Personal Finance 3 IFS
Diploma in Personal Finance Personal Finance 2 BCS
Foundation Certificate in Personal Finance Personal Finance  1  IFS
 Intermediate Certificate in Personal Finance Personal Finance  2  IFS