With the cost of living challenges making headlines, it has never been more important for firms to work with customers to help them with financial matters and provide advice and guidance. This is driving a demand for specialists who are able to understand customers’ full circumstances, identify potential vulnerabilities and provide suitable advice. This programme will help kick start a career for those aspiring to make a difference and be at the cutting edge of supporting people through financial difficulties. Ideally suited to somebody starting out in roles such as:
Our programme is built around a professional apprenticeship. The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 6 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery. This incorporates:
This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in Financial Assistance.
Customer Vulnerability | Identifying Personal Circumstances | Range of Solutions | FCA Rules, Guidance and Principles
Creating Financial Statements | Representation of Customers | Effective Communication | Debt Advice Events | Networking | Organisational Standards
Honesty & Integrity | Continuous Professional Development | Supporting Informed Decisions | Resolving at First Point of Contact
Duration: 15 Months
Funding Band: £6,000
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