All resources for this call are available through Microsoft Teams.
Unit 1: Personal Finance Awareness
Teacher: Mr Stoddart & Mrs Ironmonger
Unit Outcomes
- Prepare and maintain a personal budget.
- Explain the implications of borrowing and select potential borrowing options.
- Explain the reasons why individuals save and select potential saving options.
Notes:
Unit 2: Financial Services: An Introduction
Teacher: Mr Burke
Unit Outcomes
- Explain the economy in which the Financial Services sector operates.
- Explain the roles and functions of the Financial Institutions operating in the UK Financial Services sector.
- Investigate job roles and career development opportunities within the Financial Services sector.
Unit 3: The Regulatory Framework
Teacher: Mr Stoddart & Mrs Ironmonger
Unit Outcomes
- Explain the roles of the main bodies responsible for regulating UK Financial Services.
- Explain how risk management is applied in the Financial Services sector.
- Describe how the Data Protection Act applies within the Financial Services sector.
- Explain the purpose of Money Laundering Regulations in relation to the prevention of crime.
Unit 4: Communication
Teacher: Mr Burke
Unit Outcomes
- Produce documents.
- Respond to customer enquiries for financial products/services.
- Participate in a meeting.
Unit 5: Promoting Positive Customer Relationships
Teacher: Mr Stoddart & Mrs Ironmonger
Unit Outcomes
- Evaluate an organisation’s customer care ethos.
- Demonstrate key behaviours that underpin positive customer service.
- Provide information relating to financial products/services.
- Resolve customer complaints.
Unit 6: Work Placement
