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Title Suite(s) Originator Suite
Achieving Personal Effectiveness 1 Audit (Internal) (Financial Services Skills Council)
Appraise the System to be Audited 1 Audit (Internal) (Financial Services Skills Council)
Contribute to the Establishment of Audit Strategy 1 Audit (Internal) (Financial Services Skills Council)
Contribute to the Maintenance of a Healthy, Safe and Productive Working Environment 1 Audit (Internal) (Financial Services Skills Council)
Design, Select and Implement Audit Tests 1 Audit (Internal) (Financial Services Skills Council)
Develop and Maintain Effective Client Relations 1 Audit (Internal) (Financial Services Skills Council)
Developing Your Own Resources 1 Audit (Internal) (Financial Services Skills Council)
Maintain Operational Relationships with Clients 1 Audit (Internal) (Financial Services Skills Council)
Managing the Performance of Teams and Individuals 1 Audit (Internal) (Financial Services Skills Council)
Plan Individual Audits 1 Audit (Internal) (Financial Services Skills Council)
Review and Report Audit Outcomes 1 Audit (Internal) (Financial Services Skills Council)
Working With Computers 1 Audit (Internal) (Financial Services Skills Council)
Engage with the consumer: establish reasons for seeking generic financial advice 1 Generic Financial Advice (Financial Services Skills Council)
Establish the consumer’s key financial concerns and gather relevant information 1 Generic Financial Advice (Financial Services Skills Council)
Identify and agree priorities and options for the consumer to enables informed financial choices 1 Generic Financial Advice (Financial Services Skills Council)
Identify ways of meeting financial needs for the consumer to consider 1 Generic Financial Advice (Financial Services Skills Council)
Refer the consumer to further financial information or advice 1 Generic Financial Advice (Financial Services Skills Council)
Set up bank accounts for customers 1 Bank Accounts (Financial Services Skills Council)
Establish, monitor and maintain bank accounts for customers 1 Bank Accounts (Financial Services Skills Council)
Authorise financial transactions using telecommunications 1 Bank Accounts (Financial Services Skills Council)

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