Overview

The Certificate in Financial Services has been developed to meet the needs of those working in operational and technical support roles, and offers targeted learning routes.

The general route develops fundamental knowledge of the financial services industry, including regulation, legislation, customer service, administration, marketing in financial services and key products.

It’s ideal for those providing operational support to financial planners, paraplanners and technical support staff.

The product-specific route develops fundamental knowledge of the financial services industry, including regulation, legislation, and overseeing and administering financial product across a range of areas.

It’s ideal for those involved in or overseeing the operational delivery of life, pensions or investment products, in addition to other financial services support roles.

Entry requirements

None

Recommended study time

Depending on the route you decide, recommended study time varies between 160 and 200 hours.

Completion requirements

To complete either route you need to obtain 35 CII credits, which must include compulsory unit R01 or CF1.

Additional requirements for each route are as follows:

  • General route – pass unit FA7
  • Product-specific route – pass two units from: FA1, FA2, FA4–FA6.

 

Learning support

Unit study materials for this qualification typically include:

  • Study text with updates
  • RevisionMate online study support
  • Revision courses.

 

Member designation

Cert CII (FS)

Level

3

Next step qualification

Certificate in Life and Pensions; or Diploma in Financial Planning

More details and to enrol online

Visit the CII website

How to get in touch

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.