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.
