Providing Financial Services Level 2

Start date: Flexible

Level: 2

Duration: 24 months

Delivery: Blended

Assessment: Portfolio of evidence/CII exams

Qualification: Level 2 NVQ Certificate in Providing Financial Services, CII Award, English (L2), Maths (L1) if not already attained

Entry requirements: None


Course summary

This apprenticeship helps employees gain recognition for their competence and experience. A flexible approach lets them select optional and additional units to meet the requirements of their job role.

Who is it for?

Those working in the insurance industry who provide products and services to customers, either face-to-face or over the phone.

What will they learn?

This is dependent on the various pathways. Apprentices will be required to complete a CII level 2 award and a competency-based qualification from the options provided in the framework. Apprentices will also complete employer rights and responsibilities as well as English and Maths L2 if not obtained prior to stating the framework.


A combination of portfolio building, observation, assessment, and questioning on knowledge and understanding. This apprenticeship features SQA Level 2 SVQ in Providing Financial Services and provides a flexible approach to learning, letting employees choose units and credits.

Future job roles

  • Trainee Underwriter;
  • Trainee Claims Official;
  • Trainee Broker or Sales Representative;
  • Senior Bank Cashiers;
  • Senior Customer Advisers;
  • Foreign Currency Advisers;
  • Administration Supervisors;
  • Investment Technicians/Supervisors;
  • Pension Team Leaders.

What's next?

CII level 6 Advanced Diploma in Insurance

Technical information

You can find out more here