The unique elective offering of this qualification has been approved by the Financial Services Board to fulfil the FAIS Fit & Proper generic requirements for Categories I and IV, as well as for the Key Individual. The purpose of this qualification is to present a planned combination of learning outcomes to prepare a learner for a career in banking sales, asset-based finance or telling.

Specifically, the qualification covers the banking regulatory and legal environment, marketing and sales techniques, customer service and key banking products and services.