Personal Financial Services

This nationally accredited course is designed to enable candidates to understand the range and use of financial services products offered by retail financial institutions in the UK. It provides knowledge and develops skills that will enhance the candidate’s personal financial awareness and will enable them to make informed choices when managing their short and long term finances. The knowledge and skills could also assist candidates in finding employment in clerical, administrative, support or trainee managerial positions within banks, building societies, insurance companies and other related financial institutions.

This course introduces candidates to subjects covered in examinations prescribed by UK Financial Services regulatory authorities. It may also be suited to those undertaking business related courses or who have a personal interest in this topic.

How will this course benefit me

On completion of the course you should be able to:

  • Explain the features and use of cash services, savings and lending products offered to personal customers
  • Explain the features and use of personal finance protection products
  • Explain the features and use of personal investment products
  • Describe the regulatory environment applicable to the provision of personal financial services


On successful completion you will receive a nationally recognised certificate in Personal Financial Services. In addition to the course certificate you will also get a certificate of recognition of your demonstrable skills and knowledge.


Cost: £150.00
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Duration:2 months
Learning mode: Online

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To enrol for the course, please fill the form below or contact us at 020 8658 8536 or email us at

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