Financial Services sales

course overview

Certification Body: TVET-CDACC

Duration: 1 Year

Financial Services Sales

Financial Services Sales Agency level 5 qualification consists of competencies that an individual must achieve to enable him/her to provide financial awareness, provide customer service and provide financial security.

The course consists of the following basic and core units of competency as shown below:

units of learning

  • Demonstrate Communication Skills
  • Demonstrate Numeracy Skills
  • Demonstrate Digital Literacy
  • Demonstrate Entrepreneurial Skills
  • Demonstrate Employability Skills
  • Demonstrate Environmental Literacy
  • Demonstrate Occupational Safety and
  • Health Practices
  • Provide Financial Security
  • Provide Customer Service
  • Provide Financial Awareness

Entry Requirements

Entry Requirements

  • An individual entering this course should have any of the following minimum
    a) Kenya Certificate of Secondary Education (KCSE) mean grade D (Plain)


    b) Certificate in Financial Services Sales Agency Level 4


    c) Equivalent qualifications as determined by Kenya National Qualifications
    Authority (KNQA)

    d) As may be guided by relevant regulatory body

Register For This Course

wisetech training institute

Founded this year (2022) by the proprietor of Wisetech Strategies Limited, Wisetech Training
Institute is a learning institution whose core mandate is to facilitate learners to acquire high
quality technical skills and knowledge in line with the Government of Kenya policy with regards
to TVET objectives.

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MUSCO TOWERS 7th & 8th floor P.O BOX 2436 30100 ELDORET, KENYA


+254798 541372


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