Level 2 ICQ Certificate in Providing Financial Services (various specialisms)

Course Code:  600/8221/5

This qualification is ideal if you work in a financial services environment and want to further develop your skills, behaviours and product or service knowledge. You’ll be providing service in line with standards and strategy and understand regulatory requirements.

To give you an understanding of this course, topics include:

  • Planning and organising work in a financial services environment
  • Complying with regulations within the financial services environment
  • Improving and maintaining workplace competence in a financial services environment
  • Debtor call handling principles
  • Processing straightforward new insurance claims notifications
  • Processing life, pensions and investment business applications

Course Contact

Brenda Kernaghan
07989 099363

Hear from our students

Vector (7)
Patricia Wilson
After changing career I was anxious about starting a new course, but People 1st made me feel confident and comfortable. They have encouraged me and provided constant support when I have needed it through my Level 2 and my Level 3 qualifications. They provide the best training and I don’t think I would have been able to complete my qualifications, if it wasn’t for the support they offered me. I will hopefully go on to do more qualifications with People 1st in the future.
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Leoní Reilly
I’ve just completed my Level 5 Management course with People 1st. I can’t thank them enough for all the help and support I received, from not only my tutor Amanda, but the organisation as a whole. My classes were always well structured and I felt I could ask for help and guidance whenever I needed it. People 1st have helped me take that next step in my career and I will always be eternally grateful.
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Michelle Allison
Thank you to People 1st and to Caroline Bell for an excellent and informative Assessors Course. From day one, I felt Caroline was there to support me in every way. At times when life got in the way, there was always a check in and she was there to assist with ongoing assignments. The visits and personal discussions were done with a warm welcome and I was at ease completing these which ultimately lead me to successfully completing the course. I am delighted to now be a qualified assessor, thanks to the support of People 1st. I cannot l wait to help and support many other students on their journeys with their own careers.