City & Guilds Level 2 Certificate In Providing Financial Services
600/1624/3
- Level: Level 2
- Type: Vocationally-Related Qualification
- Status: Available to learners
- Offered in England: Yes
- Awarding body: City & Guilds Limited (Recognised)
- Total credits: 21
- Guided learning hours: 133
- Total qualification time: 210
- Assessment methods: Portfolio of Evidence
Units (69)
| Unit | Level | Credits | GLH |
|---|---|---|---|
Agreeing the settlement of straightforward claims for uninsured losses RN6142/T/601/8475 |
Level 2 | 5 | 30 |
Assessing and using financial information to reconcile stakeholder investment accounts RN6142/Y/601/8713 |
Level 2 | 6 | 51 |
Assessing and using straightforward financial information to reconcile accounts RN6142/J/601/8321 |
Level 2 | 4 | 10 |
Authorising financial transactions using telecommunications RN6142/J/601/8254 |
Level 2 | 4 | 10 |
Building effective relationships with clients in a financial services environment RN6142/Y/601/8288 |
Level 2 | 3 | 10 |
Collating, preparing and monitoring information and data from a variety of sources RN6142/M/506/6062 |
Level 2 | 5 | 30 |
Complying with regulations within the financial services environment RN6142/J/602/5477 |
Level 2 | 6 | 52 |
Contributing to reports for mortgage and/or financial planning clients RN6142/M/602/5408 |
Level 2 | 4 | 8 |
Contributing to the delivery and achievement of team and business objectives in a financial services environment RN6142/K/506/6061 |
Level 2 | 5 | 30 |
Deal with customers using bespoke software RN6142/L/601/1225 |
Level 2 | 5 | 33 |
Dealing with customers by telephone in a financial services environment RN6142/H/602/5485 |
Level 2 | 4 | 15 |
Dealing with requests to cancel financial services products or services RN6142/L/602/5500 |
Level 2 | 4 | 15 |
Dealing with straightforward claims for insured losses RN6142/K/601/8456 |
Level 2 | 5 | 30 |
Debt Collection Case Management Practice _pre legal_ RN6142/D/601/2735 |
Level 2 | 4 | 20 |
Debt Collection Case Management Principles _pre legal_ RN6142/J/601/2714 |
Level 2 | 4 | 20 |
Debt Collection Negotiations Practice RN6142/L/601/2729 |
Level 2 | 4 | 20 |
Debt Collection Negotiations Principles RN6142/T/601/2708 |
Level 2 | 3 | 15 |
Debt Repayment Monitoring Principles RN6142/D/601/2718 |
Level 2 | 3 | 15 |
Debtor Call Handling Practice RN6142/L/601/2732 |
Level 2 | 3 | 15 |
Debtor Call Handling Principles RN6142/A/601/2712 |
Level 2 | 2 | 10 |
Deliver reliable customer service RN6142/J/601/1210 |
Level 2 | 5 | 33 |
Generating and qualifying sales leads RN6142/H/502/8599 |
Level 2 | 2 | 15 |
Give customers a positive impression of yourself and your organisation. RN6142/L/601/0933 |
Level 2 | 5 | 33 |
Improving and maintaining workplace competence in a financial services environment RN6142/K/602/5472 |
Level 2 | 4 | 33 |
Operating a multi-currency till RN6142/D/601/8261 |
Level 2 | 5 | 15 |
Operating a sterling counter till RN6142/H/601/8259 |
Level 2 | 4 | 11 |
Payment Processing Practice RN6142/K/601/2737 |
Level 2 | 1 | 5 |
Payment Processing Principles RN6142/R/601/2716 |
Level 2 | 1 | 5 |
Planning and organising work in a financial services environment RN6142/A/602/5475 |
Level 2 | 4 | 33 |
Preparation for Debt Collection Practice RN6142/T/601/2725 |
Level 2 | 3 | 15 |
Preparation for Debt Collection Principles RN6142/H/601/2705 |
Level 2 | 2 | 10 |
Preparing and delivering a sales demonstration RN6142/T/502/8588 |
Level 2 | 3 | 20 |
Preparing and pursuing statements of account for financial products and services RN6142/M/601/8328 |
Level 2 | 4 | 6 |
Processing applications for financing and credit facilities RN6142/F/602/5431 |
Level 2 | 3 | 5 |
Processing customers’ financial transactions RN6142/F/601/8320 |
Level 2 | 4 | 8 |
Processing documentation for bank or building society accounts RN6142/K/601/8277 |
Level 2 | 4 | 10 |
Processing documentation for financing and credit facilities RN6142/L/602/5433 |
Level 2 | 3 | 5 |
Processing documentation for straightforward life, pensions and investment contracts RN6142/R/601/8743 |
Level 2 | 5 | 26 |
Processing information and updating records in relation to contracts of insurance in a financial services environment RN6142/K/506/6058 |
Level 2 | 5 | 30 |
Processing instructions for straightforward mortgage and/or financial planning business RN6142/D/602/5405 |
Level 2 | 4 | 10 |
Processing life, pensions and investment business applications RN6142/A/601/8719 |
Level 2 | 5 | 27 |
Processing payments relating to stakeholder investment transactions or accounts RN6142/M/601/8717 |
Level 2 | 6 | 51 |
Processing straightforward claims for uninsured losses RN6142/Y/601/8467 |
Level 2 | 5 | 30 |
Processing straightforward insurance business as an intermediary RN6142/K/601/8554 |
Level 2 | 5 | 27 |
Processing straightforward insurance policy documentation RN6142/L/601/8336 |
Level 2 | 5 | 30 |
Processing straightforward insurance renewals RN6142/Y/601/8341 |
Level 2 | 5 | 30 |
Processing straightforward insurance renewals as an intermediary RN6142/Y/601/8503 |
Level 2 | 5 | 27 |
Processing straightforward mid-term amendments RN6142/L/601/8546 |
Level 2 | 5 | 27 |
Processing straightforward new insurance claims notifications RN6142/A/601/8445 |
Level 2 | 5 | 30 |
Processing straightforward requests for payment against life, pensions and investment contracts RN6142/A/601/8722 |
Level 2 | 5 | 27 |
Promoting the organisation’s additional financial services products and services RN6142/J/602/5494 |
Level 2 | 4 | 15 |
Providing an administrative service for mortgage and/or financial planning clients RN6142/Y/602/5404 |
Level 2 | 4 | 7 |
Providing documentation in support of contracts of insurance RN6142/T/506/6063 |
Level 2 | 5 | 30 |
Providing information to customers in a financial services environment RN6142/L/601/8319 |
Level 2 | 4 | 9 |
Providing information to others in a financial services environment RN6142/H/506/6060 |
Level 2 | 5 | 27 |
Resolve customer service problems RN6142/M/601/1511 |
Level 2 | 6 | 40 |
Selling by telephone – inbound RN6142/J/502/8577 |
Level 2 | 4 | 27 |
Selling by telephone – outbound RN6142/J/502/8580 |
Level 2 | 4 | 27 |
Selling face to face RN6142/L/502/8564 |
Level 2 | 4 | 25 |
Setting up bank or building society accounts for customers RN6142/T/601/8251 |
Level 2 | 4 | 15 |
Settling straightforward insurance claims RN6142/R/601/8452 |
Level 2 | 5 | 30 |
Support customers using on-line customer services RN6142/H/601/1540 |
Level 2 | 5 | 33 |
Underwriting straightforward alterations to life, pensions and investment contracts RN6142/M/601/8720 |
Level 2 | 5 | 27 |
Underwriting straightforward new risks RN6142/F/601/8334 |
Level 2 | 5 | 30 |
Underwriting straightforward policy alterations RN6142/R/601/8371 |
Level 2 | 5 | 30 |
Assessing and using complex financial information to reconcile accounts RN6142/R/601/8323 |
Level 3 | 4 | 9 |
Debt Repayment Monitoring Practice RN6142/M/601/2738 |
Level 3 | 4 | 20 |
Operating credit control procedures RN6142/Y/601/8324 |
Level 3 | 4 | 10 |
Operating payment by instalments RN6142/K/601/8330 |
Level 3 | 4 | 10 |