Money Minder UK

Certificate in Financial Services

The (Level 3) Certificate in Financial Services has been developed to meet the needs of staff providing operational support to financial planners, including para-planners, and technical support staff working in financial services.

The syllabus supports staff development and customer service excellence by developing knowledge and understanding the sector's role and its activities; key customer needs, solutions and products; how individuals and organisations work within a regulatory and legislative environment; and fundamental aspects of administration and marketing in financial services, and key retail investment products.