Selling skills in financial services

(NQF Level 5 – 38 credits)


This short course is targeted at individuals working in the financial services sector, as well as employers who wish to sponsor these individuals. When combined to earn a minimum of 120 credits, the learner will be awarded with the National Certificate Banking, one of the FSB recognised qualifications for Category One institutions. The course can be delivered either using a blended model of distance learning combined with online resources and a coach, or through workshops delivered at the premises of a company (with a minimum of 8 students).


This course is targeted at individuals who sell services to both individuals and businesses within the financial services sector, and includes one of the fundamental unit standards required to earn the National Certificate Banking.

Learning Outcomes:

Upon completion of the course, the candidate will know how to:

  • Identify prospective clients; develop contacts and networks
  • Establish and manage a client database; ensure information is accurate and up to date; integrate client and sales information
  • Develop and apply interpersonal and selling skills; listening, observation, and questioning
  • Apply effective sales call and sales presentation techniques
  • Establish sales goals in relation to client needs
  • Handle objections and resolve complaints
  • Service and administer a sales territory or sales centre
  • Liaise with distributors of products
  • Conduct market segmentation and research into demand for existing and new products
  • Identify and assess competitors
  • Explain features, advantages, and benefits

Unit Standards awarded on successful completion of this course:

  • SAQA ID: 7356 (Fundamental – 15 credits); 7334 (8 credits); 7357 (15 credits)

Fill out the Pre-Registration Form today!

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