admissions@valtechedu.com
Val Tech Level 3 · Professional Certificate

Level 3 Professional Certificate in Life, Pensions and Investment Administration

Explore the administrative support needed to maintain long-term financial-product records and respond to customer requests.

Programme overview

Explore the administrative support needed to maintain long-term financial-product records and respond to customer requests.

This proposed Val Tech programme uses a practical study plan built around the topics below. Admissions will confirm the final syllabus, delivery and assessment before enrolment.

What you’ll study

01Product records and customer instructions
02Contributions, changes and servicing workflows
03Document accuracy and referral boundaries

Proposed practical learning

  • Organise a fictional long-term product servicing case.

Study structure

Awarding body
Val Tech International University USA
Award type
Independent professional certificate
Study level
Val Tech internal Level 3

About this Val Tech award

A proposed independent Val Tech professional award. Level 3 is an internal programme designation, not a UK RQF or NVQ qualification. Professional licensing, academic equivalence and employer acceptance are assessed separately.

Val Tech International University USA

Who can apply?

Admissions will review your background, relevant experience and readiness for the proposed learning activities. The final entry criteria, timetable and assessment arrangements are confirmed before enrolment. This route concerns administrative support; it does not authorise regulated financial advice.

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