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The Register of Regulated Qualifications

View Qualification : Pearson EDI Level 3 Certificate In Providing Financial Services (QCF)

Qualification
Qualification Number
600/1547/0
Title
Pearson EDI Level 3 Certificate In Providing Financial Services (QCF)
Awarding Organisation
Pearson EDI
Fees Price List Url
Qualification Type
QCF
Qualification Sub Type
None
Qualification Level
Level 3
Qualification Sub Level
None
EQF Level
Level 4
Regulation Start Date
31-Mar-2011
Operational Start Date
01-Apr-2011
Operational End Date
Certification End Date
Offered In England
Yes
Offered In Wales
Yes
Offered In Northern Ireland
Yes
Assessment Language In English
Yes
Assessment Language In Welsh
No
Assessment Language In Irish
No
SSA
15.1 Accounting and Finance
Purpose
D. Confirm occupational competence and/or 'licence to practice'
Sub Purpose
D1. Confirm competence in an occupational role to the standards required
Total Credits
31
Min Credits at/above Level
16
Minimum Guided Learning Hours
154
Maximum Guided Learning Hours
246
Diploma Guided Learning Hours
154
Barring Classification Code
ZZZZ
Overall Grading Type
Pass
Assessment Methods
Portfolio of Evidence
Exemptions
Structure Requirements
Learners must achieve three mandatory units from the Mandatory Group at 16 credits, in addition, the learner would be required to follow one of the pathway groups from the Pathway Gateway A - I and gain a minimum of 6 credits. Candidates are also required to take two futher units and a minimum of 9 credits from Group O Further Options, this cannot be units which have already been achieved within the qualification from the Pathway chosen. The required credit value to achieve the qualification must be a minimum of 31 credits.
The awarding organisation states that this qualification is appropriate for use in the following age ranges.
Age Ranges
Pre-16 : No; 16-18 : Yes; 18+ : No; 19+ : Yes
Further information
This does not imply that eligibility for funding has been agreed for these age ranges.
For further information on the funding of 14-19 qualifications offered in England, please refer to the DFE Section 96 website.
For further information on the funding of 19+ qualifications offered in England, please refer to the SFA website.
For further information on funding in Wales, visit the DAQW website.
For further information on funding in Northern Ireland, visit the DELNI and DENI website.
When undertaking a qualification that does not appear on the governments' lists as eligible for funding for specific age ranges, users must be aware of the legal requirements around activities undertaken by learners of specific ages.
Compound Group
OG
Label
OG
Name
Overarching Group
Group Requirements
Learners must achieve the required mandatory units, a pathway group from the Pathways labelled A-I (minimum of 6 credits), two units or a minimum of 9 credits from the Further Options to total at least a minimum of 31 credits.
Minimum Credit Value
31
Maximum Credit Value
Minimum Subcomponents
3
Maximum Subcomponents
3
Mandatory Within Group
Yes
Pathway Reference
Unit Group
M
Label
M
Name
Mandatory units
Group Requirements
Learners must achieve all 3 units, totalling 16 credits.
Minimum Credit Value
16
Maximum Credit Value
16
Minimum Subcomponents
3
Maximum Subcomponents
3
Mandatory Within Group
Yes
Linked Unit
M3 : Complying with regulations within the financial services environment
Linked Reference Number
M3
Unit
Unit Reference Number
J/602/5477
Title
Complying with regulations within the financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
52
Unit Credit Value
6
Linked Unit
M1 : Improving and maintaining workplace competence in a financial services environment
Linked Reference Number
M1
Unit
Unit Reference Number
K/602/5472
Title
Improving and maintaining workplace competence in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
33
Unit Credit Value
4
Linked Unit
M4 : Developing productive working relationships with colleagues
Linked Reference Number
M4
Unit
Unit Reference Number
F/602/5476
Title
Developing productive working relationships with colleagues
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
48
Unit Credit Value
6
Unit Group
O
Label
O
Name
Further options
Group Requirements
Learners must achieve a minimum of two units and nine credits from units that have not already been achieved from the pathway groups
Minimum Credit Value
9
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
Yes
Linked Unit
J4 : Organise the delivery of reliable customer service
Linked Reference Number
J4
Unit
Unit Reference Number
Y/601/1230
Title
Organise the delivery of reliable customer service
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
40
Unit Credit Value
6
Linked Unit
J5 : Plan, organise and control customer service operations
Linked Reference Number
J5
Unit
Unit Reference Number
A/601/1236
Title
Plan, organise and control customer service operations
Organisation Name
Council for Administration
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
67
Unit Credit Value
10
Linked Unit
J6 : Improve the customer relationship
Linked Reference Number
J6
Unit
Unit Reference Number
H/601/1232
Title
Improve the customer relationship
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
47
Unit Credit Value
7
Linked Unit
J7 : Providing callers with specialised assistance in a financial services environment
Linked Reference Number
J7
Unit
Unit Reference Number
R/602/5482
Title
Providing callers with specialised assistance in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
4
Linked Unit
J13 : Monitor and solve customer service problems
Linked Reference Number
J13
Unit
Unit Reference Number
J/601/1515
Title
Monitor and solve customer service problems
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
40
Unit Credit Value
6
Linked Unit
J14 : Process customer service complaints
Linked Reference Number
J14
Unit
Unit Reference Number
D/601/1522
Title
Process customer service complaints
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
40
Unit Credit Value
6
Linked Unit
J15 : Lead a team to improve customer service
Linked Reference Number
J15
Unit
Unit Reference Number
H/601/1568
Title
Lead a team to improve customer service
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
47
Unit Credit Value
7
Linked Unit
J16 : Use customer service as a competitive tool
Linked Reference Number
J16
Unit
Unit Reference Number
D/601/1228
Title
Use customer service as a competitive tool
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
53
Unit Credit Value
8
Linked Unit
L1 : Support learning and development within own area of responsibility
Linked Reference Number
L1
Unit
Unit Reference Number
M/600/9676
Title
Support learning and development within own area of responsibility
Organisation Name
Management Standards Centre
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
25
Unit Credit Value
5
Linked Unit
L3 : Plan, allocate and monitor work in own area of responsibility
Linked Reference Number
L3
Unit
Unit Reference Number
H/600/9674
Title
Plan, allocate and monitor work in own area of responsibility
Organisation Name
Management Standards Centre
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
25
Unit Credit Value
5
Linked Unit
L4 : Recruit staff in own area of responsibility
Linked Reference Number
L4
Unit
Unit Reference Number
T/600/9663
Title
Recruit staff in own area of responsibility
Organisation Name
Management Standards Centre
Unit Level
Level 5
Unit Sub Level
None
Guided Learning Hours
25
Unit Credit Value
4
Linked Unit
L5 : Provide leadership and direction for own area of responsibility
Linked Reference Number
L5
Unit
Unit Reference Number
T/600/9601
Title
Provide leadership and direction for own area of responsibility
Organisation Name
Management Standards Centre
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
L6 : Ensure compliance with legal, regulatory, ethical and social requirements
Linked Reference Number
L6
Unit
Unit Reference Number
H/600/9609
Title
Ensure compliance with legal, regulatory, ethical and social requirements
Organisation Name
Management Standards Centre
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
25
Unit Credit Value
5
Linked Unit
K7 : Developing and maintaining business relations with financial services’ introducers
Linked Reference Number
K7
Unit
Unit Reference Number
D/602/5498
Title
Developing and maintaining business relations with financial services’ introducers
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
4
Linked Unit
K8 : Processing financial services sales support administration for agencies
Linked Reference Number
K8
Unit
Unit Reference Number
H/602/5499
Title
Processing financial services sales support administration for agencies
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
4
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Z4 : Managing the business relationship with clients in a financial services environment
Linked Reference Number
Z4
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Linked Unit
A6 : Establishing, monitoring and maintaining bank or building society accounts for customers
Linked Reference Number
A6
Unit
Unit Reference Number
M/601/8264
Title
Establishing, monitoring and maintaining bank or building society accounts for customers
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
4
Unit Credit Value
5
Linked Unit
A7 : Managing branch counter services
Linked Reference Number
A7
Unit
Unit Reference Number
Y/601/8257
Title
Managing branch counter services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
6
Unit Credit Value
5
Linked Unit
A8 : Supervising the administration of retail financial products and services
Linked Reference Number
A8
Unit
Unit Reference Number
F/601/8284
Title
Supervising the administration of retail financial products and services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
16
Unit Credit Value
5
Linked Unit
A9 : Processing the transfer of foreign currency
Linked Reference Number
A9
Unit
Unit Reference Number
J/601/8318
Title
Processing the transfer of foreign currency
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
14
Unit Credit Value
5
Linked Unit
C10 : Settling complex insurance claims
Linked Reference Number
C10
Unit
Unit Reference Number
K/601/8473
Title
Settling complex insurance claims
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C16 : Underwriting complex new risks
Linked Reference Number
C16
Unit
Unit Reference Number
T/601/8346
Title
Underwriting complex new risks
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C17 : Processing complex policy documentation for new business
Linked Reference Number
C17
Unit
Unit Reference Number
K/601/8358
Title
Processing complex policy documentation for new business
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C18 : Underwriting complex policy alterations
Linked Reference Number
C18
Unit
Unit Reference Number
M/601/8362
Title
Underwriting complex policy alterations
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C19 : Processing complex insurance renewals
Linked Reference Number
C19
Unit
Unit Reference Number
A/601/8364
Title
Processing complex insurance renewals
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C20 : Review underwriting decisions to accept risks
Linked Reference Number
C20
Unit
Unit Reference Number
H/601/8374
Title
Review underwriting decisions to accept risks
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C26 : Evaluating insurance products and services
Linked Reference Number
C26
Unit
Unit Reference Number
A/601/8557
Title
Evaluating insurance products and services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C27 : Processing complex insurance business as an intermediary
Linked Reference Number
C27
Unit
Unit Reference Number
M/601/8555
Title
Processing complex insurance business as an intermediary
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C28 : Processing complex insurance renewals as an intermediary
Linked Reference Number
C28
Unit
Unit Reference Number
Y/601/8517
Title
Processing complex insurance renewals as an intermediary
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C29 : Processing complex mid-term insurance amendments
Linked Reference Number
C29
Unit
Unit Reference Number
J/601/8528
Title
Processing complex mid-term insurance amendments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C30 : Evaluating risk as an insurance intermediary and advise other intermediaries
Linked Reference Number
C30
Unit
Unit Reference Number
M/601/8488
Title
Evaluating risk as an insurance intermediary and advise other intermediaries
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
C7 : Dealing with complex claims for uninsured losses
Linked Reference Number
C7
Unit
Unit Reference Number
T/601/8461
Title
Dealing with complex claims for uninsured losses
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C8 : Dealing with complex claims for insured losses
Linked Reference Number
C8
Unit
Unit Reference Number
Y/601/8470
Title
Dealing with complex claims for insured losses
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C9 : Carrying out initial assessment and investigating complex insurance claims
Linked Reference Number
C9
Unit
Unit Reference Number
H/601/8472
Title
Carrying out initial assessment and investigating complex insurance claims
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
D3 : Preparing and presenting investment market information to stakeholders
Linked Reference Number
D3
Unit
Unit Reference Number
H/601/8701
Title
Preparing and presenting investment market information to stakeholders
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D4 : Establishing and maintaining investor details and records
Linked Reference Number
D4
Unit
Unit Reference Number
K/601/8702
Title
Establishing and maintaining investor details and records
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D5 : Reconciling investment market transactions
Linked Reference Number
D5
Unit
Unit Reference Number
M/601/8703
Title
Reconciling investment market transactions
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D6 : Maintaining the custody of assets on behalf of the investor
Linked Reference Number
D6
Unit
Unit Reference Number
T/601/8704
Title
Maintaining the custody of assets on behalf of the investor
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D7 : Arranging the settlement of investment transactions
Linked Reference Number
D7
Unit
Unit Reference Number
A/601/8705
Title
Arranging the settlement of investment transactions
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D8 : Measuring the performance of investments
Linked Reference Number
D8
Unit
Unit Reference Number
F/601/8706
Title
Measuring the performance of investments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D9 : Establishing the price of assets and/or investments
Linked Reference Number
D9
Unit
Unit Reference Number
J/601/8707
Title
Establishing the price of assets and/or investments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D10 : Overseeing investment operation systems and processes
Linked Reference Number
D10
Unit
Unit Reference Number
L/601/8708
Title
Overseeing investment operation systems and processes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D11 : Processing Trades
Linked Reference Number
D11
Unit
Unit Reference Number
R/601/8709
Title
Processing Trades
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D12 : Processing corporate actions on behalf of investors
Linked Reference Number
D12
Unit
Unit Reference Number
K/601/8716
Title
Processing corporate actions on behalf of investors
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
E10 : Authorising requests for payment against life, pensions and investment contracts
Linked Reference Number
E10
Unit
Unit Reference Number
A/601/8736
Title
Authorising requests for payment against life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
E11 : Authorising the underwriting of life, pensions and investment contracts
Linked Reference Number
E11
Unit
Unit Reference Number
F/601/8740
Title
Authorising the underwriting of life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
E12 : Processing complex requests for payment against life, pensions and investment contracts
Linked Reference Number
E12
Unit
Unit Reference Number
R/601/8791
Title
Processing complex requests for payment against life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E13 : Underwriting complex new life, pensions and investment business quotations
Linked Reference Number
E13
Unit
Unit Reference Number
H/601/8746
Title
Underwriting complex new life, pensions and investment business quotations
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E14 : Underwriting complex alterations to life, pensions and investment contracts
Linked Reference Number
E14
Unit
Unit Reference Number
L/601/8790
Title
Underwriting complex alterations to life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E15 : Processing documentation for complex life, pensions and investment contracts
Linked Reference Number
E15
Unit
Unit Reference Number
Y/601/8744
Title
Processing documentation for complex life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
F3 : Appraising and authorising applications for personal financing and credit facilities
Linked Reference Number
F3
Unit
Unit Reference Number
Y/602/5418
Title
Appraising and authorising applications for personal financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
11
Unit Credit Value
4
Linked Unit
F4 : Progressing personal property financing applications
Linked Reference Number
F4
Unit
Unit Reference Number
D/602/5419
Title
Progressing personal property financing applications
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
8
Unit Credit Value
3
Linked Unit
F5 : Charging and controlling securities for financing
Linked Reference Number
F5
Unit
Unit Reference Number
R/602/5420
Title
Charging and controlling securities for financing
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
3
Linked Unit
F6 : Appraising applications for business financing and credit facilities
Linked Reference Number
F6
Unit
Unit Reference Number
Y/602/5421
Title
Appraising applications for business financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
F7 : Progressing and finalising applications for business financing and credit facilities
Linked Reference Number
F7
Unit
Unit Reference Number
H/602/5423
Title
Progressing and finalising applications for business financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
F8 : Monitoring and reviewing financing and credit facilities
Linked Reference Number
F8
Unit
Unit Reference Number
M/602/5425
Title
Monitoring and reviewing financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
F9 : Managing the quality of decisions to offer financing and credit facilities
Linked Reference Number
F9
Unit
Unit Reference Number
A/602/5427
Title
Managing the quality of decisions to offer financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
F10 : Investigating arrears and recovering debts
Linked Reference Number
F10
Unit
Unit Reference Number
A/602/5430
Title
Investigating arrears and recovering debts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
G4 : Facilitating an administrative service for mortgage and/or financial planning clients
Linked Reference Number
G4
Unit
Unit Reference Number
K/602/5410
Title
Facilitating an administrative service for mortgage and/or financial planning clients
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
12
Unit Credit Value
5
Linked Unit
G5 : Processing instructions for complex mortgage and/or financial planning business
Linked Reference Number
G5
Unit
Unit Reference Number
A/602/5413
Title
Processing instructions for complex mortgage and/or financial planning business
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
G6 : Completing reports for mortgage and/or financial planning clients
Linked Reference Number
G6
Unit
Unit Reference Number
F/602/5414
Title
Completing reports for mortgage and/or financial planning clients
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
11
Unit Credit Value
4
Linked Unit
G7 : Supervising mortgage and/or financial planning administrative systems and processes
Linked Reference Number
G7
Unit
Unit Reference Number
J/602/5415
Title
Supervising mortgage and/or financial planning administrative systems and processes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
12
Unit Credit Value
6
Linked Unit
H1K : Preparation for Debt Collection Principles
Linked Reference Number
H1K
Unit
Unit Reference Number
K/601/2706
Title
Preparation for Debt Collection Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
2
Linked Unit
H1S : Preparation for Debt Collection Practice
Linked Reference Number
H1S
Unit
Unit Reference Number
F/601/2727
Title
Preparation for Debt Collection Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
H2K : Debt Collection Negotiations Principles
Linked Reference Number
H2K
Unit
Unit Reference Number
T/601/2711
Title
Debt Collection Negotiations Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
H2S : Debt Collection Negotiations Practice
Linked Reference Number
H2S
Unit
Unit Reference Number
J/601/2731
Title
Debt Collection Negotiations Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H3K : Debtor Call Handling Principles
Linked Reference Number
H3K
Unit
Unit Reference Number
F/601/2713
Title
Debtor Call Handling Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
2
Linked Unit
H3S : Debtor Call Handling Practice
Linked Reference Number
H3S
Unit
Unit Reference Number
Y/601/2734
Title
Debtor Call Handling Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
H4K : Debt Collection Case Management Principles _pre legal_
Linked Reference Number
H4K
Unit
Unit Reference Number
L/601/2715
Title
Debt Collection Case Management Principles _pre legal_
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H4S : Debt Collection Case Management Practice _pre legal_
Linked Reference Number
H4S
Unit
Unit Reference Number
H/601/2736
Title
Debt Collection Case Management Practice _pre legal_
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H5K : Payment Processing Principles
Linked Reference Number
H5K
Unit
Unit Reference Number
Y/601/2717
Title
Payment Processing Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
5
Unit Credit Value
1
Linked Unit
H6S : Debt Repayment Monitoring Practice
Linked Reference Number
H6S
Unit
Unit Reference Number
M/601/2738
Title
Debt Repayment Monitoring Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H7K : Debt Collection Operations Management Practice
Linked Reference Number
H7K
Unit
Unit Reference Number
K/601/2740
Title
Debt Collection Operations Management Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
6
Linked Unit
H7S : Debt Collection Operations Management Principles
Linked Reference Number
H7S
Unit
Unit Reference Number
Y/601/2720
Title
Debt Collection Operations Management Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H6K : Debt Repayment Monitoring Principles
Linked Reference Number
H6K
Unit
Unit Reference Number
H/601/2719
Title
Debt Repayment Monitoring Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
K6 : Developing and implementing sales call plans
Linked Reference Number
K6
Unit
Unit Reference Number
D/502/8634
Title
Developing and implementing sales call plans
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
22
Unit Credit Value
3
Linked Unit
K9 : Contributing to the development and launch of new products and/or services
Linked Reference Number
K9
Unit
Unit Reference Number
A/502/8639
Title
Contributing to the development and launch of new products and/or services
Organisation Name
Council for Administration
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
4
Linked Unit
I10 : Calculating and issuing Cash Equivalent Transfer Value CETV
Linked Reference Number
I10
Unit
Unit Reference Number
M/503/0517
Title
Calculating and issuing Cash Equivalent Transfer Value CETV
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I9 : Calculating and Quoting Pension Scheme Death Benefits
Linked Reference Number
I9
Unit
Unit Reference Number
H/503/0515
Title
Calculating and Quoting Pension Scheme Death Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I5 : Calculating and Quoting Pension Scheme Early Leavers Notifications
Linked Reference Number
I5
Unit
Unit Reference Number
F/503/0506
Title
Calculating and Quoting Pension Scheme Early Leavers Notifications
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I6 : Calculating and quoting pension scheme retirement benefits
Linked Reference Number
I6
Unit
Unit Reference Number
L/503/0508
Title
Calculating and quoting pension scheme retirement benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I11 : Dealing with pension scheme complaints and disputes
Linked Reference Number
I11
Unit
Unit Reference Number
A/503/0519
Title
Dealing with pension scheme complaints and disputes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I8 : Processing Pension Scheme Death Benefits
Linked Reference Number
I8
Unit
Unit Reference Number
R/503/0512
Title
Processing Pension Scheme Death Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I4 : Processing Pension Scheme Leavers Benefits
Linked Reference Number
I4
Unit
Unit Reference Number
T/503/0504
Title
Processing Pension Scheme Leavers Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I7 : Processing pension scheme retirement benefits
Linked Reference Number
I7
Unit
Unit Reference Number
J/503/0510
Title
Processing pension scheme retirement benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I14 : Providing periodic pension scheme information
Linked Reference Number
I14
Unit
Unit Reference Number
F/503/0523
Title
Providing periodic pension scheme information
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I13 : Updating and generating pension scheme members annual benefit statement
Linked Reference Number
I13
Unit
Unit Reference Number
A/503/0522
Title
Updating and generating pension scheme members annual benefit statement
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I2 : Processing pension scheme transfers
Linked Reference Number
I2
Unit
Unit Reference Number
Y/503/0513
Title
Processing pension scheme transfers
Organisation Name
Pearson EDI
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I1 : Creating and processing pension scheme new entrant records
Linked Reference Number
I1
Unit
Unit Reference Number
D/503/0495
Title
Creating and processing pension scheme new entrant records
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
5
Linked Unit
I3 : Processing applications for securing additional pension scheme benefit
Linked Reference Number
I3
Unit
Unit Reference Number
M/503/0503
Title
Processing applications for securing additional pension scheme benefit
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I12 : Providing information on pension schemes on enquiry
Linked Reference Number
I12
Unit
Unit Reference Number
T/503/0521
Title
Providing information on pension schemes on enquiry
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
5
Linked Unit
F11 : Processing and maintaining bilateral and / or syndicated loans
Linked Reference Number
F11
Unit
Unit Reference Number
R/503/1126
Title
Processing and maintaining bilateral and / or syndicated loans
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
F12 : Preparing and presenting information to stakeholders
Linked Reference Number
F12
Unit
Unit Reference Number
J/503/1124
Title
Preparing and presenting information to stakeholders
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
65
Unit Credit Value
8
Linked Unit
HS9 : Payment Processing Practice
Linked Reference Number
HS9
Unit
Unit Reference Number
K/601/2737
Title
Payment Processing Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
5
Unit Credit Value
1
Compound Group
P
Label
P
Name
Pathways
Group Requirements
Learners must achieve the required units from one pathway group, totalling at least 6 credits.
Minimum Credit Value
6
Maximum Credit Value
Minimum Subcomponents
1
Maximum Subcomponents
1
Mandatory Within Group
Yes
Pathway Reference
Unit Group
A
Label
A
Name
Bank and buliding society accounts - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 8 credits.
Minimum Credit Value
8
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z4 : Managing the business relationship with clients in a financial services environment
Linked Reference Number
Z4
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Linked Unit
A6 : Establishing, monitoring and maintaining bank or building society accounts for customers
Linked Reference Number
A6
Unit
Unit Reference Number
M/601/8264
Title
Establishing, monitoring and maintaining bank or building society accounts for customers
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
4
Unit Credit Value
5
Linked Unit
A7 : Managing branch counter services
Linked Reference Number
A7
Unit
Unit Reference Number
Y/601/8257
Title
Managing branch counter services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
6
Unit Credit Value
5
Linked Unit
A8 : Supervising the administration of retail financial products and services
Linked Reference Number
A8
Unit
Unit Reference Number
F/601/8284
Title
Supervising the administration of retail financial products and services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
16
Unit Credit Value
5
Linked Unit
A9 : Processing the transfer of foreign currency
Linked Reference Number
A9
Unit
Unit Reference Number
J/601/8318
Title
Processing the transfer of foreign currency
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
14
Unit Credit Value
5
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Unit Group
B
Label
B
Name
Customer payments for financial products and services - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 8 credits.
Minimum Credit Value
8
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
B6 : Assessing and using complex financial information to reconcile accounts
Linked Reference Number
B6
Unit
Unit Reference Number
R/601/8323
Title
Assessing and using complex financial information to reconcile accounts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
B3 : Operating credit control procedures
Linked Reference Number
B3
Unit
Unit Reference Number
Y/601/8324
Title
Operating credit control procedures
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
B5 : Operating payment by instalments
Linked Reference Number
B5
Unit
Unit Reference Number
K/601/8330
Title
Operating payment by instalments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Unit Group
C
Label
C
Name
General insurance - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 9 credits.
Minimum Credit Value
9
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
C10 : Settling complex insurance claims
Linked Reference Number
C10
Unit
Unit Reference Number
K/601/8473
Title
Settling complex insurance claims
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C16 : Underwriting complex new risks
Linked Reference Number
C16
Unit
Unit Reference Number
T/601/8346
Title
Underwriting complex new risks
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C17 : Processing complex policy documentation for new business
Linked Reference Number
C17
Unit
Unit Reference Number
K/601/8358
Title
Processing complex policy documentation for new business
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C18 : Underwriting complex policy alterations
Linked Reference Number
C18
Unit
Unit Reference Number
M/601/8362
Title
Underwriting complex policy alterations
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C19 : Processing complex insurance renewals
Linked Reference Number
C19
Unit
Unit Reference Number
A/601/8364
Title
Processing complex insurance renewals
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C20 : Review underwriting decisions to accept risks
Linked Reference Number
C20
Unit
Unit Reference Number
H/601/8374
Title
Review underwriting decisions to accept risks
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C26 : Evaluating insurance products and services
Linked Reference Number
C26
Unit
Unit Reference Number
A/601/8557
Title
Evaluating insurance products and services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C27 : Processing complex insurance business as an intermediary
Linked Reference Number
C27
Unit
Unit Reference Number
M/601/8555
Title
Processing complex insurance business as an intermediary
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C28 : Processing complex insurance renewals as an intermediary
Linked Reference Number
C28
Unit
Unit Reference Number
Y/601/8517
Title
Processing complex insurance renewals as an intermediary
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C29 : Processing complex mid-term insurance amendments
Linked Reference Number
C29
Unit
Unit Reference Number
J/601/8528
Title
Processing complex mid-term insurance amendments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
27
Unit Credit Value
5
Linked Unit
C30 : Evaluating risk as an insurance intermediary and advise other intermediaries
Linked Reference Number
C30
Unit
Unit Reference Number
M/601/8488
Title
Evaluating risk as an insurance intermediary and advise other intermediaries
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
C7 : Dealing with complex claims for uninsured losses
Linked Reference Number
C7
Unit
Unit Reference Number
T/601/8461
Title
Dealing with complex claims for uninsured losses
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C8 : Dealing with complex claims for insured losses
Linked Reference Number
C8
Unit
Unit Reference Number
Y/601/8470
Title
Dealing with complex claims for insured losses
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Linked Unit
C9 : Carrying out initial assessment and investigating complex insurance claims
Linked Reference Number
C9
Unit
Unit Reference Number
H/601/8472
Title
Carrying out initial assessment and investigating complex insurance claims
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
5
Unit Group
D
Label
D
Name
Investment operations - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 8 credits.
Minimum Credit Value
8
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
D7 : Arranging the settlement of investment transactions
Linked Reference Number
D7
Unit
Unit Reference Number
A/601/8705
Title
Arranging the settlement of investment transactions
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D4 : Establishing and maintaining investor details and records
Linked Reference Number
D4
Unit
Unit Reference Number
K/601/8702
Title
Establishing and maintaining investor details and records
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D9 : Establishing the price of assets and/or investments
Linked Reference Number
D9
Unit
Unit Reference Number
J/601/8707
Title
Establishing the price of assets and/or investments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D6 : Maintaining the custody of assets on behalf of the investor
Linked Reference Number
D6
Unit
Unit Reference Number
T/601/8704
Title
Maintaining the custody of assets on behalf of the investor
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D8 : Measuring the performance of investments
Linked Reference Number
D8
Unit
Unit Reference Number
F/601/8706
Title
Measuring the performance of investments
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D10 : Overseeing investment operation systems and processes
Linked Reference Number
D10
Unit
Unit Reference Number
L/601/8708
Title
Overseeing investment operation systems and processes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D3 : Preparing and presenting investment market information to stakeholders
Linked Reference Number
D3
Unit
Unit Reference Number
H/601/8701
Title
Preparing and presenting investment market information to stakeholders
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D12 : Processing corporate actions on behalf of investors
Linked Reference Number
D12
Unit
Unit Reference Number
K/601/8716
Title
Processing corporate actions on behalf of investors
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D11 : Processing Trades
Linked Reference Number
D11
Unit
Unit Reference Number
R/601/8709
Title
Processing Trades
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
D5 : Reconciling investment market transactions
Linked Reference Number
D5
Unit
Unit Reference Number
M/601/8703
Title
Reconciling investment market transactions
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Z4 : Managing the business relationship with clients in a financial services environment
Linked Reference Number
Z4
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
F12 : Preparing and presenting information to stakeholders
Linked Reference Number
F12
Unit
Unit Reference Number
J/503/1124
Title
Preparing and presenting information to stakeholders
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
65
Unit Credit Value
8
Unit Group
E
Label
E
Name
Life, pensions and investments - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 8 credits.
Minimum Credit Value
8
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Z4 : Managing the business relationship with clients in a financial services environment
Linked Reference Number
Z4
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Linked Unit
E10 : Authorising requests for payment against life, pensions and investment contracts
Linked Reference Number
E10
Unit
Unit Reference Number
A/601/8736
Title
Authorising requests for payment against life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
E11 : Authorising the underwriting of life, pensions and investment contracts
Linked Reference Number
E11
Unit
Unit Reference Number
F/601/8740
Title
Authorising the underwriting of life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Linked Unit
E12 : Processing complex requests for payment against life, pensions and investment contracts
Linked Reference Number
E12
Unit
Unit Reference Number
R/601/8791
Title
Processing complex requests for payment against life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E13 : Underwriting complex new life, pensions and investment business quotations
Linked Reference Number
E13
Unit
Unit Reference Number
H/601/8746
Title
Underwriting complex new life, pensions and investment business quotations
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E14 : Underwriting complex alterations to life, pensions and investment contracts
Linked Reference Number
E14
Unit
Unit Reference Number
L/601/8790
Title
Underwriting complex alterations to life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
28
Unit Credit Value
5
Linked Unit
E15 : Processing documentation for complex life, pensions and investment contracts
Linked Reference Number
E15
Unit
Unit Reference Number
Y/601/8744
Title
Processing documentation for complex life, pensions and investment contracts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
26
Unit Credit Value
5
Unit Group
F
Label
F
Name
Financing and credit - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 6 credits.
Minimum Credit Value
6
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
F3 : Appraising and authorising applications for personal financing and credit facilities
Linked Reference Number
F3
Unit
Unit Reference Number
Y/602/5418
Title
Appraising and authorising applications for personal financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
11
Unit Credit Value
4
Linked Unit
F6 : Appraising applications for business financing and credit facilities
Linked Reference Number
F6
Unit
Unit Reference Number
Y/602/5421
Title
Appraising applications for business financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
F5 : Charging and controlling securities for financing
Linked Reference Number
F5
Unit
Unit Reference Number
R/602/5420
Title
Charging and controlling securities for financing
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
3
Linked Unit
F10 : Investigating arrears and recovering debts
Linked Reference Number
F10
Unit
Unit Reference Number
A/602/5430
Title
Investigating arrears and recovering debts
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
F9 : Managing the quality of decisions to offer financing and credit facilities
Linked Reference Number
F9
Unit
Unit Reference Number
A/602/5427
Title
Managing the quality of decisions to offer financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
F8 : Monitoring and reviewing financing and credit facilities
Linked Reference Number
F8
Unit
Unit Reference Number
M/602/5425
Title
Monitoring and reviewing financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
F7 : Progressing and finalising applications for business financing and credit facilities
Linked Reference Number
F7
Unit
Unit Reference Number
H/602/5423
Title
Progressing and finalising applications for business financing and credit facilities
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
13
Unit Credit Value
4
Linked Unit
F4 : Progressing personal property financing applications
Linked Reference Number
F4
Unit
Unit Reference Number
D/602/5419
Title
Progressing personal property financing applications
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
8
Unit Credit Value
3
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
F12 : Preparing and presenting information to stakeholders
Linked Reference Number
F12
Unit
Unit Reference Number
J/503/1124
Title
Preparing and presenting information to stakeholders
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
65
Unit Credit Value
8
Linked Unit
F11 : Processing and maintaining bilateral and / or syndicated loans
Linked Reference Number
F11
Unit
Unit Reference Number
R/503/1126
Title
Processing and maintaining bilateral and / or syndicated loans
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Managing the business relationship with clients in a financial services environment
Linked Reference Number
Not Set
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Unit Group
G
Label
G
Name
Administration for financial planning and/or mortgage intermediaries - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 8 credits.
Minimum Credit Value
8
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
G6 : Completing reports for mortgage and/or financial planning clients
Linked Reference Number
G6
Unit
Unit Reference Number
F/602/5414
Title
Completing reports for mortgage and/or financial planning clients
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
11
Unit Credit Value
4
Linked Unit
G4 : Facilitating an administrative service for mortgage and/or financial planning clients
Linked Reference Number
G4
Unit
Unit Reference Number
K/602/5410
Title
Facilitating an administrative service for mortgage and/or financial planning clients
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
12
Unit Credit Value
5
Linked Unit
G5 : Processing instructions for complex mortgage and/or financial planning business
Linked Reference Number
G5
Unit
Unit Reference Number
A/602/5413
Title
Processing instructions for complex mortgage and/or financial planning business
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
4
Linked Unit
G7 : Supervising mortgage and/or financial planning administrative systems and processes
Linked Reference Number
G7
Unit
Unit Reference Number
J/602/5415
Title
Supervising mortgage and/or financial planning administrative systems and processes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
12
Unit Credit Value
6
Linked Unit
Z2 : Providing information to customers in a financial services environment
Linked Reference Number
Z2
Unit
Unit Reference Number
L/601/8319
Title
Providing information to customers in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
9
Unit Credit Value
4
Linked Unit
Z3 : Dealing with complaints relating to financial services products and /or services
Linked Reference Number
Z3
Unit
Unit Reference Number
T/601/8718
Title
Dealing with complaints relating to financial services products and /or services
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
68
Unit Credit Value
8
Linked Unit
Z4 : Managing the business relationship with clients in a financial services environment
Linked Reference Number
Z4
Unit
Unit Reference Number
R/601/8290
Title
Managing the business relationship with clients in a financial services environment
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
18
Unit Credit Value
4
Compound Group
H
Label
H
Name
Debt collections - optional units
Group Requirements
Learners must achieve two sub-groups from H1 to H7, totalling at least 7 credits.
Minimum Credit Value
7
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Pathway Reference
8
Unit Group
H1
Label
H1
Name
Preparation for debt collections
Group Requirements
Learners must achieve both units, totalling 5 credits
Minimum Credit Value
5
Maximum Credit Value
5
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H1K : Preparation for Debt Collection Principles
Linked Reference Number
H1K
Unit
Unit Reference Number
K/601/2706
Title
Preparation for Debt Collection Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
2
Linked Unit
H1S : Preparation for Debt Collection Practice
Linked Reference Number
H1S
Unit
Unit Reference Number
F/601/2727
Title
Preparation for Debt Collection Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Unit Group
H2
Label
H2
Name
Debt collection negotiations
Group Requirements
Learners must achieve both units, totalling 7 credits
Minimum Credit Value
7
Maximum Credit Value
7
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H2K : Debt Collection Negotiations Principles
Linked Reference Number
H2K
Unit
Unit Reference Number
T/601/2711
Title
Debt Collection Negotiations Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
H2S : Debt Collection Negotiations Practice
Linked Reference Number
H2S
Unit
Unit Reference Number
J/601/2731
Title
Debt Collection Negotiations Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Unit Group
H3
Label
H3
Name
Debtor call handling
Group Requirements
Learners must achieve both units, totalling 5 credits
Minimum Credit Value
5
Maximum Credit Value
5
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H3K : Debtor Call Handling Principles
Linked Reference Number
H3K
Unit
Unit Reference Number
F/601/2713
Title
Debtor Call Handling Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
10
Unit Credit Value
2
Linked Unit
H3S : Debtor Call Handling Practice
Linked Reference Number
H3S
Unit
Unit Reference Number
Y/601/2734
Title
Debtor Call Handling Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Unit Group
H4
Label
H4
Name
Debt collecton case management (pre-legal)
Group Requirements
Learners must achieve both units, totalling 8 credits
Minimum Credit Value
8
Maximum Credit Value
8
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H4K : Debt Collection Case Management Principles _pre legal_
Linked Reference Number
H4K
Unit
Unit Reference Number
L/601/2715
Title
Debt Collection Case Management Principles _pre legal_
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Linked Unit
H4S : Debt Collection Case Management Practice _pre legal_
Linked Reference Number
H4S
Unit
Unit Reference Number
H/601/2736
Title
Debt Collection Case Management Practice _pre legal_
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Unit Group
H5
Label
H5
Name
Payment processing
Group Requirements
Learners must achieve both units, totalling 2 credits
Minimum Credit Value
2
Maximum Credit Value
2
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H5K : Payment Processing Principles
Linked Reference Number
H5K
Unit
Unit Reference Number
Y/601/2717
Title
Payment Processing Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
5
Unit Credit Value
1
Linked Unit
HS9 : Payment Processing Practice
Linked Reference Number
HS9
Unit
Unit Reference Number
K/601/2737
Title
Payment Processing Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 2
Unit Sub Level
None
Guided Learning Hours
5
Unit Credit Value
1
Unit Group
H6
Label
H6
Name
Debt repayment monitoring
Group Requirements
Learners must achieve both units, totalling 5 credits
Minimum Credit Value
7
Maximum Credit Value
7
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H6K : Debt Repayment Monitoring Principles
Linked Reference Number
H6K
Unit
Unit Reference Number
H/601/2719
Title
Debt Repayment Monitoring Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
3
Linked Unit
H6S : Debt Repayment Monitoring Practice
Linked Reference Number
H6S
Unit
Unit Reference Number
M/601/2738
Title
Debt Repayment Monitoring Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Unit Group
H7
Label
H7
Name
Debt collection operations management
Group Requirements
Learners must achieve both units, totalling 10 credits
Minimum Credit Value
10
Maximum Credit Value
10
Minimum Subcomponents
2
Maximum Subcomponents
2
Mandatory Within Group
No
Linked Unit
H7K : Debt Collection Operations Management Practice
Linked Reference Number
H7K
Unit
Unit Reference Number
K/601/2740
Title
Debt Collection Operations Management Practice
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
30
Unit Credit Value
6
Linked Unit
H7S : Debt Collection Operations Management Principles
Linked Reference Number
H7S
Unit
Unit Reference Number
Y/601/2720
Title
Debt Collection Operations Management Principles
Organisation Name
Institute of Credit Management
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
4
Unit Group
I
Label
I
Name
Pensions scheme administration - optional units
Group Requirements
Learners must achieve 2 units, totalling at least 10 credits.
Minimum Credit Value
10
Maximum Credit Value
Minimum Subcomponents
2
Maximum Subcomponents
Mandatory Within Group
No
Linked Unit
I2 : Processing pension scheme transfers
Linked Reference Number
I2
Unit
Unit Reference Number
Y/503/0513
Title
Processing pension scheme transfers
Organisation Name
Pearson EDI
Unit Level
Level 4
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I4 : Processing Pension Scheme Leavers Benefits
Linked Reference Number
I4
Unit
Unit Reference Number
T/503/0504
Title
Processing Pension Scheme Leavers Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I5 : Calculating and Quoting Pension Scheme Early Leavers Notifications
Linked Reference Number
I5
Unit
Unit Reference Number
F/503/0506
Title
Calculating and Quoting Pension Scheme Early Leavers Notifications
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I6 : Calculating and quoting pension scheme retirement benefits
Linked Reference Number
I6
Unit
Unit Reference Number
L/503/0508
Title
Calculating and quoting pension scheme retirement benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I7 : Processing pension scheme retirement benefits
Linked Reference Number
I7
Unit
Unit Reference Number
J/503/0510
Title
Processing pension scheme retirement benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I8 : Processing Pension Scheme Death Benefits
Linked Reference Number
I8
Unit
Unit Reference Number
R/503/0512
Title
Processing Pension Scheme Death Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I9 : Calculating and Quoting Pension Scheme Death Benefits
Linked Reference Number
I9
Unit
Unit Reference Number
H/503/0515
Title
Calculating and Quoting Pension Scheme Death Benefits
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
20
Unit Credit Value
5
Linked Unit
I10 : Calculating and issuing Cash Equivalent Transfer Value CETV
Linked Reference Number
I10
Unit
Unit Reference Number
M/503/0517
Title
Calculating and issuing Cash Equivalent Transfer Value CETV
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I11 : Dealing with pension scheme complaints and disputes
Linked Reference Number
I11
Unit
Unit Reference Number
A/503/0519
Title
Dealing with pension scheme complaints and disputes
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I13 : Updating and generating pension scheme members annual benefit statement
Linked Reference Number
I13
Unit
Unit Reference Number
A/503/0522
Title
Updating and generating pension scheme members annual benefit statement
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Linked Unit
I14 : Providing periodic pension scheme information
Linked Reference Number
I14
Unit
Unit Reference Number
F/503/0523
Title
Providing periodic pension scheme information
Organisation Name
Pearson EDI
Unit Level
Level 3
Unit Sub Level
None
Guided Learning Hours
15
Unit Credit Value
5
Barred Units
Barred UnitUnit
DescriptionSource UnitTarget Units
Providing information to customers in a financial services environment (L/601/8319)Preparing and presenting information to stakeholders (J/503/1124)
Providing information on pension schemes on enquiry (T/503/0521)
Preparing and presenting investment market information to stakeholders (H/601/8701)Preparing and presenting information to stakeholders (J/503/1124)
Providing information on pension schemes on enquiry (T/503/0521)
Creating and processing pension scheme new entrant records (D/503/0495)Providing information on pension schemes on enquiry (T/503/0521)
Processing applications for securing additional pension scheme benefit (M/503/0503)Providing information on pension schemes on enquiry (T/503/0521)
Payment Processing Practice (K/601/2737)Providing information on pension schemes on enquiry (T/503/0521)
Qualification Objectives
ObjectiveResponse
GCSEs priortised to measure school and/or teacher performanceNot Set
Other GCSEsNot Set
Other level 1, 2 and1/2 qualifications used to indicate learners' attainment on completion of compulsory schooling and included in measures of school and/or teacher performanceNot Set
GCEs and ASNot Set
Other level 3 qualifications designed to demonstrate eligibility for progression to higher education and/or used to measure school or college performanceNot Set
ESOL qualifications that are required for citizenshipNot Set
Qualifications that indicate an individual can undertake a specific role in the workplace and that may be relied upon by employersNot Set
Qualifications that an individual is required by law to have gained in order to undertake a specific roleNot Set
Qualifications taken primarily for growth and enjoymentNot Set
Qualifications that are designed to meet the needs of a named employer or other organisationNot Set
Qualifications that are included within apprenticeships frameworks, including functional skillsNot Set
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2.1.3.0L