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Subjects & Qualifications
Financial Services
The SVQ qualifications in Financial Services are based on the National Occupational Standards set and published by the Financial Services Partnership (FSP). FSP revised the standards in 2009 after consultation with employers, chartered bodies and training providers.
The standards set out a statement of competence which brings together the skills, knowledge and understanding, and behaviours required to undertake specific work activities in financial services. The standards provide an accurate and detailed definition of what candidates must know, understand and be able to do in order to be judged competent.
SQA awards the SVQ Providing Financial Services level 2 and SVQ Providing Financial Services level 3. The qualifications cover a number of specialist and general areas including:
- General Insurance
- Banking
- Investment Administration
- Life, Pensions and Insurance Investments
- Customer Care
- Leadership and Management
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Qualification content and delivery tools
Candidate Recording Forms
There is no SVQ Portfolio currently available.
Candidate Disclaimer for SVQ Portfolio
Providing Financial Services 2010 standards
- Assessment Strategy (703 KB)
- Core Skills Mapping (79 KB)
- Qualifications Structures - level 2/level 3 (733 KB)
- Standards
Financial Services Assessor's Guidelines 2010 Standards
Blank Recording Forms
Assessor's Guidelines - 2010 Standards
| Level: | 2 |
| Publication: | DB5384 |
| Edition: | June 2010 |
| Downloads: | Assessor Guidelines for SVQ Providing Financial Services at level 2 (629 KB) |
| Level: | 3 |
| Publication: | DB5385 |
| Edition: | June 2010 |
| Downloads: | Assessor Guidelines for SVQ Providing Financial Services at level 3 (675 KB) |
Providing Financial Services 2008 Standards
Financial Services Assessor's Guidelines 2008 Standards
Blank Recording Forms
Assessor's Guidelines - 2008 Standards
| Level: | 2 |
| Publication: | DB4585 |
| Edition: | October 2008 |
| Downloads: | SVQ Providing Financial Services: Core Units and Insurance Underwriting Options at level 2 (214 KB) |
| Level: | 3 |
| Publication: | DB4437 |
| Edition: | October 2008 |
| Downloads: | SVQ Providing Financial Services: Core Units and Insurance Underwriting Options at level 3 (218 KB) |
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