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HABC Level 2 Certificate in Providing Financial Services

Who is this qualification for?

This Level 2 qualification is aimed at individuals wishing to gain a nationally recognised qualification in providing financial services. Learners can choose from 8 different pathways which are:

  • Banking and building society accounts
  • Customer payments for financial products and services
  • General insurance
  • Investment operations
  • Life, pensions and investments
  • Financing and credit
  • Administration for financial planning and/or mortgage intermediaries
  • Debt collections

It forms the competency element of the Intermediate Apprenticeship in Providing Financial Services or can be delivered on a stand-alone basis.

How long will it take?

To complete this qualification learner should expect to undertake between 133 and 168 hours of learning, depending on their pathway and unit choices.

Topics covered

May include complying with regulations within the financial services environment, improving and maintaining workplace competence in a financial services environment. Planning and organising work in a financial services environment, building effective relationships with clients in a financial services environment, operating credit control procedures and dealing with requests to cancel financial services products or services.

Assessment method

This qualification is assessed by a portfolio of evidence.

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