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.

The blended training option allows for a combination of online learning and live-time sessions with an e-facilitator or in a face-to-face setting. These will be run for group sizes of 10 or more learners.