Course code: 600/8222/7
This course recognises occupational competence for people working in a more technical or professional capacity in financial services. In some areas of work, learners will be carrying out supervisory as well as technical functions. In some instances, learners will be advising other staff or will be the person to whom problems and the out of the ordinary or the less routine situations can be referred.
To give you an understanding of this course, topics include:
If you are aged 16 to 25 (and over 25 for some qualifications)* and working a minimum of 21 hours per week, you could access this course for free through the ApprenticeshipsNI programme.
*More information on eligibility, terms and conditions can be found on the ApprenticeshipsNI programme overview page.
Promotion may be possible to a supervisory or management position. Many experienced advisers become self-employed as an independent financial adviser or as a specialist in a particular product area. There is a growing need for experienced advisers to move into compliance, ensuring that companies follow the latest regulatory standards and work to industry rules.
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