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National Occupational Standards for Retail Financial Services
Key/Core Skills Map
March 2006
Key/Core Skills Mapping for Retail Financial Services NOS
BANK ACCOUNTS
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit
Set up bank accounts for customers No direct map No direct map
BA1:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Establish, monitor and maintain bank
No direct map No direct map
BA2: accounts for customers
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Authorise financial transactions using
No direct map No direct map
BA3: telecommunications
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Operate a sterling counter till N2.2 Numeracy
BA4:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit
Operate a multi-currency till N2.2 Numeracy
BA5:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Manage branch counter services No direct map No direct map
BA6:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
2
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit Supervise the administration of retail
No direct map No direct map
BA7: financial products and services
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Process the transfer of foreign currency No direct map No direct map
BA8:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
3
Key/Core Skills Mapping for Retail Financial Services NOS
FINANCIAL SERVICES CORE COMPETENCES
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Develop yourself to improve and maintain Working with Others
Unit WO2.1 and 3
workplace competence in a financial Personal Skills
CC1: LP2.1-3
services environment Development
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication and Improve own Learning and Performance.
Specific Key Skills Core Skills Areas
Working with Others
WO2.1-3
Unit Plan and organise your work in a financial Personal Skills
LP2.1
CC2: services environment Development
PS2.1-3
Problem Solving
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication and ICT.
Specific Key Skills Core Skills Areas
Unit Develop productive working relationships WO2.1-3 Working with Others
CC3: in a financial services environment PS2.1-3 Problem Solving
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication and ICT.
Specific Key Skills Core Skills Areas
Unit Ensure your own compliance with Personal Skills
LP2.1-3
CC4: financial services regulation Development
There will also be opportunities in this unit for the development of Key and Core Skills in ICT and
Problem Solving.
4
Key/Core Skills Mapping for Retail Financial Services NOS
FINANCIAL SERVICES CUSTOMER CARE
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Provide customers with information about
Unit
products and services in a financial No direct map No direct map
CS1:
services environment
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Deliver reliable customer service
No direct map No direct map
CS2: (ICS Unit 21)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others, Improving own Learning and Performance and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Resolve customer service problems
No direct map No direct map
CS3: (ICS Unit 31)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Organise the delivery of reliable customer
No direct map No direct map
CS4: service (ICS Unit 25)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Plan, organise and control customer
No direct map No direct map
CS5: service operations (ICS Unit 28)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others, Improving own Learning and Performance and Problem Solving.
Specific Key Skills Core Skills Areas
Provide customers with specialised
Unit
assistance in a financial services No direct map No direct map
CS6:
environment
5
Key/Core Skills Mapping for Retail Financial Services NOS
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Improve the customer relationship
No direct map No direct map
CS7: (ICS Unit 26)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Allocate and monitor the progress and
Unit
quality of work in your area of No direct map No direct map
CS8:
responsibility (MSC Unit D6)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others, Improving own Learning and Performance and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Deal with customers by telephone
No direct map No direct map
CS9: (ICS Unit 17)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
6
Key/Core Skills Mapping for Retail Financial Services NOS
CUSTOMER PAYMENTS FOR FINANCIAL SERVICES
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit
Process customer financial transactions N2.2 Numeracy
CP1:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Assess and use financial information to
N2.2 Numeracy
CP2: reconcile accounts
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Operate payment by direct debit No direct map No direct map
CP3:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Prepare and pursue statements of account
No direct map No direct map
CP4: for financial products and services
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Operate credit control procedures No direct map No direct map
CP5:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, Application of Number/Numeracy, ICT and Working with Others.
7
Key/Core Skills Mapping for Retail Financial Services NOS
INSURANCE CLAIMS
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Deal with straightforward new insurance
No direct map No direct map
IC1: claims notifications
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Settle straightforward insurance claims No direct map No direct map
IC2:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Deal with straightforward insured losses No direct map No direct map
IC3:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Deal with complex claims for uninsured
No direct map No direct map
IC4: losses
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Deal with straightforward claims for
No direct map No direct map
IC5: uninsured losses
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Deal with complex insured losses No direct map No direct map
IC6:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
8
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit Carry out initial assessment and
No direct map No direct map
IC7: investigate complex insurance claims
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Settle complex insurance claims No direct map No direct map
IC8:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
9
Key/Core Skills Mapping for Retail Financial Services NOS
INSURANCE INTERMEDIATION
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit
Evaluate insurance products and services N2.1 and 3 Numeracy
II1:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Advise customers as an insurance N2.1 and 3 Numeracy
II2: provider WO2.2 Working with Others
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Process straightforward insurance N2.1.and 2 Numeracy
II3: business as an intermediary WO2.2 Working with Others
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Process straightforward insurance
WO2.2 Working with Others
II4: renewals as an intermediary
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, Application of Number/Numeracy, ICT and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Process straightforward mid-term
WO2.2 Working with Others
II5: insurance amendments
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, Application of Number/Numeracy, ICT and Problem Solving.
10
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit Process complex new insurance business N3.2 Numeracy
II6: as an intermediary PS3.1-3 Problem Solving
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Process complex insurance renewals as N3.2 Numeracy
II7: an intermediary PS3.1-3 Problem Solving
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Process complex mid-term insurance N3.2 Numeracy
II8: amendments PS3.1-3 Problem Solving
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Evaluate risk and advise other insurance
No direct map No direct map
II9: intermediaries
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
11
Key/Core Skills Mapping for Retail Financial Services NOS
INSURANCE UNDERWRITING
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit
Underwrite straightforward new risks N2.2 Numeracy
UW1:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Process insurance policy documents and
No direct map No direct map
UW2: alterations
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Process straightforward insurance
No direct map No direct map
UW3: renewals
There will be opportunities in this unit for the development of Key and Core Skills in
Communication, Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit
Underwrite complex new risks N3.2 Numeracy
UW4:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Prepare insurance policy documentation
No direct map No direct map
UW5: for complex new business
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Process complex insurance policy
No direct map No direct map
UW6: alterations
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
12
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit
Process complex insurance renewals N3.2 Numeracy
UW7:
There will also be opportunities in this unit for the development of Key and Core Skills in
Communication, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Review underwriting decisions to accept
No direct map No direct map
UW8: risks
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
13
Key/Core Skills Mapping for Retail Financial Services NOS
INVESTMENT ADMINISTRATION
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Prepare and present investment market
No direct map No direct map
IA1: information to investors
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Establish and maintain investor details
No direct map No direct map
IA2: and records
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Reconcile investment market transactions
No direct map No direct map
IA3: and investor accounts
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Maintain the custody of assets on behalf
No direct map No direct map
IA4: of the investor
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Arrange the settlement of investment
No direct map No direct map
IA5: transactions
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Measure the performance of investments No direct map No direct map
IA6:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving..
14
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit Establish the price of assets and
No direct map No direct map
IA7: investments/units
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Supervise investment administration
No direct map No direct map
IA8: systems and processes
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Process Trades (Global Settlement) No direct map No direct map
IA9:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
15
Key/Core Skills Mapping for Retail Financial Services NOS
LEADERSHIP & MANAGEMENT
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Provide learning opportunities for
No direct map No direct map
LM1: colleagues (MSC Unit D7)
There will be opportunities in this unit for the development of Key and Core Skills in Communication
and Working with Others.
Specific Key Skills Core Skills Areas
Unit Provide leadership for your team
No direct map No direct map
LM2: (MSC Unit B5)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Manage finance for your area of
No direct map No direct map
LM3: responsibility (MSC Unit B5)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Allocate and monitor progress and quality
Unit
of work in your area of responsibility No direct map No direct map
LM4:
(MSC Unit D6)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Recruit, select and retain colleagues (MSC
No direct map No direct map
LM5: Unit D3)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Provide leadership in your area of
No direct map No direct map
LM6: responsibility (MSC Unit B6)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Working with Others, Improving own Learning and Performance and Problem Solving.
Specific Key Skills Core Skills Areas
Ensure compliance with legal, regulatory,
Unit
ethical and social requirements (MSC Unit No direct map No direct map
LM7:
B8)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Working with Others and Problem Solving.
16
Key/Core Skills Mapping for Retail Financial Services NOS
LENDING AND CREDIT
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Appraise and authorise personal
No direct map No direct map
LC1: borrowing applications
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit
Progress personal mortgage applications No direct map No direct map
LC2:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Charge and control securities for lending No direct map No direct map
LC3:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Advise on mortgage solutions No direct map No direct map
LC4:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit
Appraise business lending applications No direct map No direct map
LC5:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Authorise business lending No direct map No direct map
LC6:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
17
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit
Monitor and control borrowing No direct map No direct map
LC7:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Manage the quality of lending No direct map No direct map
LC8:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Review existing consumers’ financial
No direct map No direct map
LC9: arrangements and requirements
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Investigate arrears and recover debts No direct map No direct map
LC10:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
18
Key/Core Skills Mapping for Retail Financial Services NOS
LONG TERM INSURANCE
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Process new long term business
No direct map No direct map
LT1: contracts
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit
Alter contracts for long term business No direct map No direct map
LT2:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Process claims against a long term
No direct map No direct map
LT3: contract
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Authorise payments of claims against
No direct map No direct map
LT4: long term contracts
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Authorise the alteration of existing long
No direct map No direct map
LT5: term contracts
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Decide if applications for long term
Unit
insurance are acceptable and rate them by No direct map No direct map
LT6:
technical underwriting
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
19
Key/Core Skills Mapping for Retail Financial Services NOS
FINANCIAL SALES PROCESS
For all units comprising National Occupational Standards contained within this suite, achievement of
Key Skills at level 2 can be taken to correspond to the equivalent Core Skills at Intermediate 2 (CSQF
level 5). Achievement of Key Skills at level 3 can be taken to correspond to equivalent Core Skills at
Higher (SCQF level 6). Where appropriate, they will also correspond to relevant Functional Skills
standards.
Specific Key Skills Core Skills Areas
Unit Develop your personal networks
No direct map No direct map
SP1: (MSC Unit A3)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Generate and follow up sales leads
No direct map No direct map
SP2: (MSSSB Unit 7.1)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Sell products or services over the
No direct map No direct map
SP3: telephone (MSSSB Unit 7.3)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Sell products or services face to face
No direct map No direct map
SP4: (MSSSB Unit 7.2)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Develop, implement and monitor sales call
No direct map No direct map
SP5: plans (MSSSB Unit 2.8)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
Specific Key Skills Core Skills Areas
Unit Promote the organisation’s financial
No direct map No direct map
SP6: products and services
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
20
Key/Core Skills Mapping for Retail Financial Services NOS
Specific Key Skills Core Skills Areas
Unit Contribute to the development of new
No direct map No direct map
SP7: products and services (MSSSB Unit 2.9)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit
Sales activity planning (MSSSB Unit 2.4) No direct map No direct map
SP8:
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
Application of Number/Numeracy, ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Develop and deliver a professional sales
No direct map No direct map
SP9: presentation (MSSSB Unit 5.3)
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
and ICT.
Specific Key Skills Core Skills Areas
Unit Develop and maintain business relations
No direct map No direct map
SP10: with financial services introducers
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT, Working with Others and Problem Solving.
Specific Key Skills Core Skills Areas
Unit Process financial services sales support
No direct map No direct map
SP11: administration for agencies
There will be opportunities in this unit for the development of Key and Core Skills in Communication,
ICT and Working with Others.
21
