All resources for this call are available through Microsoft Teams.

Unit 1: Personal Finance Awareness

Teacher: Mr Stoddart & Mrs Ironmonger

Unit Outcomes

1. Prepare and maintain a personal budget.
2. Explain the implications of borrowing and select potential borrowing options.
3. Explain the reasons why individuals save and select potential saving options.

Notes:

• Personal Finance Awareness Notes

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Unit 2: Financial Services: An Introduction

Teacher: Mr Burke

Unit Outcomes

1. Explain the economy in which the Financial Services sector operates.
2. Explain the roles and functions of the Financial Institutions operating in the UK Financial Services sector.
3. Investigate job roles and career development opportunities within the Financial Services sector.

 

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Unit 3: The Regulatory Framework

Teacher: Mr Stoddart & Mrs Ironmonger

Unit Outcomes

1. Explain the roles of the main bodies responsible for regulating UK Financial Services.
2. Explain how risk management is applied in the Financial Services sector.
3. Describe how the Data Protection Act applies within the Financial Services sector.
4. Explain the purpose of Money Laundering Regulations in relation to the prevention of crime.

 

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Unit 4: Communication

Teacher: Mr Burke

Unit Outcomes

1. Produce documents.
2. Respond to customer enquiries for financial products/services.
3. Participate in a meeting.

 

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Unit 5: Promoting Positive Customer Relationships

Teacher: Mr Stoddart & Mrs Ironmonger

Unit Outcomes

1. Evaluate an organisation’s customer care ethos.
2. Demonstrate key behaviours that underpin positive customer service.
3. Provide information relating to financial products/services.
4. Resolve customer complaints.

 

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Unit 6: Work Placement