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Institute of Advanced Technological and Commercial Studies

TP10 · Level 4

Banking and Microfinance Client Adviser

Target occupation: client adviser.

Target occupation
client adviser
Level
4 — Skilled employee and operative
Duration
6 months
Taught hours
400 h
Credits
40

Framework

Competency blocks

Each block is assessed separately and stays acquired. That is what lets you resume an interrupted path without starting over.

  1. Financial products and services

    110 hours

    Accounts, savings, credit, payment methods, mobile money

  2. Reception, advice and selling

    110 hours

    Uncovering needs, making the case, handling objections, closing

  3. Assessing a credit application

    110 hours

    Repayment capacity, guarantees, structuring, decision

  4. Compliance and know your customer

    50 hours

    Identification, documents, thresholds, vigilance, banking secrecy

  5. Professional conduct and employability

    20 hours

    Ethics, handling difficult conversations, job search

Questions

How is this title awarded?

Through a workplace simulation before a panel of practitioners, together with a professional portfolio recording what you actually produced. An occupation is proven by practising it, not on paper.

What employment rate do you publish?

None, and that is deliberate: no cohort has yet completed this title. The six-month employment rate is this family's own indicator, and we will publish it once a cohort has produced one — not before. An invented figure here would be the first thing an employer checks.

Banking and Microfinance Client Adviser — IHETC