Career Progression Steps by Job Role

This matrix illustrates how ifs qualifications form a structure of academic and professional progression that supports an employee throughout the career in the financial services industry.

The flexible approach allows modules to be chosen in relation to specific roles and reponsibilities.

	Retail
	Financial Advisors
	Corporate

Job Roles

Senior Branch Manager

Area Manager

Commercial Manager

Medium Business Manager

Qualifications

Foundation Degree in Financial Services management (FdSc)

Diploma in Higher Education

DEGREE

Job Roles

Branch Manager

Loans Officer

* Advanced Financial Advisors

Small Business Manager

Junior Commercial Manager

Qualifications

Diploma in Banking and Financial Services (DipBFS)

Applied Diploma in Retailing Financial Services (DFSM Retail)

Diploma for Financial Advisers (DipFA)

Applied Diploma in Corporate Banking (DFSM Corporate)

DIPLOMA

Job Roles

All Customer Facing Bank Staff

New Entrant / Trainee

All Financial Advisors

Qualifications

Customer Service Professional (CSP)

Certificate for Financial Advisers (CeFA)

Certifcate in Home Loan Finance (CeFLH)

Certificate in Mortgage Advice and Practice (CeMAP)

CERTIFICATE

Job Roles

Head of Retail Banking

Head of Consumer

Senior Commercial Manager

Corporate Manager

Qualifications

BSc (Hons) in Financial Markets and Management (Aifs)

DEGREE (HONS)