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Financial Services Professional

Helping companies or individuals plan for their financial futures.


Approved for delivery on the 06/12/2017, the financial services professional, Higher apprenticeship standard provides a level 6, non-degree qualification upon completion. This apprenticeship will typically take 42 months to complete, not including the End-Point Assessment Period.

What the course covers

The purpose of this apprenticeship standard is to provide apprentices with expert skills and knowledge to become highly competent professionals in the financial services sector. The Financial services industry encompasses businesses that provide management or consultancy around money. These include retail, banking, investment management, mortgages and pensions. You will develop core skills, as well as the opportunity to specialise in one of the six following options:

  • Retail banking: The provision of services such as savings accounts, mortgages, personal loans and credit cards to individual consumers, rather than to companies.
  • Commercial banking: Providing relationship management to businesses, assessing their financial performance and matching banking products to their needs.
  • Investment banking: The provision of capital markets and financial solutions for corporate, government and financial clients.
  • Investment management: Managing and providing advice about the clients’ money to meet investment goals.
  • Operations: Relating to the operational and administrative areas of the business where transactional and process management is required.
  • Workplace pensions: Managing the workplace pension scheme of an organisation.

Careers and jobs associated

  • Commercial Relationship Manager
  • Corporate Account Manager
  • Research Analyst
  • Junior Client Marketer
  • Financial Analyst
  • Investment Analyst
  • Operations Team Lead
  • Pensions Consultant.

If you would like to find out more about this apprenticeship standard, including possible duties of the role, skills and assessment method visit the Institute for Apprenticeships.

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