Certificate in Financial Administration

The essential qualification for administrative staff

The days when only front-line financial services sales staff needed qualifications are long gone. The Regulator expects staff at all levels and across all functions to demonstrate that they have the necessary skills to perform effectively.

This is why the CII has developed the Certificate in Financial Administration, for those following financial services careers in administration, customer support, compliance and technical guidance, within both company and intermediary organisations.

The Certificate provides a dedicated learning pathway delivering the knowledge you need to perform effectively and progress your career.

 

Why choose this course?

  • Our training course lets you choose your preferred career path. Once you've completed module 1, which gives you a solid grounding in the financial services industry, you can select either a module on Life Offices Administration or a module on Pensions Administration.

  • Improves your long-term career prospects by improving knowledge and understanding, and by demonstrating commitment to self-improvement.

  • Provides online exam sittings that enable you to enter for the exam when you are ready, with provisional results provided instantaneously.

  • If you're a new entrant, gaining the Certificate could gain you your first job in financial services as it demonstrates a level of understanding.

The qualification provides you with

The Certificate in Financial Administration is an introductory, two-unit qualification which provides a vital grounding in:

    • the financial services industry, including key aspects of legislation and regulation.

    • It also helps develop an appreciation of the process of investment planning and the types of products involved; and the administration of life or pension business unit.

The Learn Express CII Certificate in Financial Administration is structured and delivered with one aim, to get you qualified quickly and fast track your career.

 

Key details

Duration:  Up to 4 weeks
Next start:   Call
Location:   Central London

Starting Salary Expectations: £24,000
Source: Careers Advice - Direct Gov
 

Distance Learning

You can study whenever is convenient for you, at a pace that suits you.