ISA Management & Compliance Training

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• ISA Management & Compliance Training 1:48:27

  • 1: Module 1 Introduction to Individual Savings Accounts (ISA) 15:40
  • 2: Module 2 ISA Administration and Operations 18:02
  • 3: Module 3 Customer Service and Communication 20:41
  • 4: Module 4 ISA Marketing and Advisory 17:41
  • 5: Module 5 ISA Regulations and Compliance 20:36
  • 6: Module 6 Current UK Market Trends and Impact on ISAs 15:47

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This ISA Management course brings together a full overview of how ISAs work, how they are managed within institutions, and how to provide accurate, reliable support to customers. From understanding rules and regulations to keeping up with market shifts, students will gain the essential knowledge required for effective ISA handling. The course combines six key modules, each offering clear guidance on core responsibilities and decision-making around ISAs. Whether working in operations, communication, or advisory roles, this course gives learners the tools to handle daily ISA-related tasks with accuracy and confidence.

In addition to ISA fundamentals, students explore customer communication and how to support clients with their savings decisions. Key focus areas include marketing, regulatory compliance, and industry trends. The course learning experience means students benefit from a structured path that includes ISA Administration, Customer Service, Marketing & Advisory, and Regulations and Compliance. These modules are designed to help learners build real understanding, ready to support clients and teams in ISA-related work. It’s ideal for those looking to boost their finance knowledge and help others manage their money more wisely.

Course Curriculum:

Module 1 Introduction to Individual Savings Accounts (ISA)

Module 2 ISA Administration and Operations

Module 3 Customer Service and Communication

Module 4 ISA Marketing and Advisory

Module 5 ISA Regulations and Compliance

Module 6 Current UK Market Trends and Impact on ISAs

This ISA Management:

• Individuals working in customer service within financial services.
• Those interested in managing savings and financial products.
• Professionals supporting ISA or tax-free savings administration.
• Staff working in banks or investment platforms.
• Career changers entering finance or advisory roles.

No formal qualification is required to take this ISA Management.

• ISA Administrator – £22,000 to £28,000 per year
• Savings Account Advisor – £25,000 to £35,000 per year
• Customer Service Officer (Financial Services) – £21,000 to £30,000 per year
• Financial Services Assistant – £24,000 to £32,000 per year
• Savings Compliance Assistant – £26,000 to £36,000 per year

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