Standards approved for Delivery by the ESFA
Maintaining an efficient and accurate finance function within a business.
Carrying out routine financial activities and support for businesses and organisations of all types and sizes.
Managing project work and teams for businesses and other organisations.
Taking responsibility for long-term organisational success, managing people, projects, operations or services.
Giving basic advice to financial services organisations on the legal and regulatory rules they must follow - such as those about data security or preventing money laundering.
Handling day to day queries and providing HR advice ranging from recruitment through to retirement.
Providing human resources (HR) expertise within a company or organisation.
Supporting the sale and renewal of insurance products.
Specialising in an area of business within the insurance sector, for example broking, client management or underwriting.
Carrying out investment transactions on behalf of individuals or organisations.
Supporting teams that carry out investment transactions on behalf of individuals or organisations.
Setting up and operating the payroll within the organisation in which they are employed or on behalf of another organisation.
Working as an accountant or bookkeeper for an accounting practice, business, organisations or HMRC.
Develop customer relationships, manage governance and risk, identify and meet customer need and deliver commercial results.
Giving high-level advice to financial services organisations on the legal and regulatory rules they must follow, such as on data security or preventing money laundering.
Supporting customers in banks or building societies (or the broader financial services sector), working at a senior level.
Helping people and businesses assess and manage the risks they face.
Enabling individuals to become highly competent senior professionals in financial services.
A leader who has senior management responsibility.