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Level 6 Financial Services Professional Apprenticeship

Apprenticeship standard: Financial Services Professional

Establish yourself as a future leader in financial services, with expert training in a comprehensive range of advanced skills and knowledge areas. Take control of your career and become a thought leader, with specialist pathways in investment management and banking. 

Apprenticeship Overview

Take advanced knowledge and skills into your role, with direct business impact from day one. This apprenticeship will keep you at the cutting edge of technical expertise and beyond, with advanced training designed to enhance your role.

You’ll gain in-depth knowledge on the operations of financial institutions, legal regulatory and compliance frameworks, and a vast array of financial products and services. 

Supported by experts, you’ll develop your accountancy skills in financial mathematics, statistics, and economics. You’ll also become competent in using and implementing systems and processes to deliver outstanding service to clients and stakeholders. 

Alongside technical training, you’ll learn vital interpersonal skills, honing your communication and your ability to meet client requirements to the highest standards. A comprehensive package of training aimed to get you performing at the highest level, this apprenticeship ensures you stand out in a competitive market. 

Depending on your chosen pathway, you will gain a professional qualification from either the CFA Institute, the Chartered Institute for Securities and Investments (CISI), or the Chartered Banker Institute (CBI)

Who is the programme for?

Created for senior finance professionals looking to enhance their role with advanced technical skills and push their career further. 

Suitable roles include: 

Retail Banking: Retail Banking Manager, Retail Branch Manager, Head Office management, Individual Banking Manager, Relationship Manager (Retail) 

Commercial/Business Banking: Commercial Relationship Manager, Corporate Account Manager, Commercial Product Specialist, Corporate/Business Banking Support Manager, Relationship Manager (Corporate) 

Investment Management: Research Analyst, Financial Analyst, Investment Analyst, Credit Analyst, Junior Dealer, Assistant Portfolio Manager, Trainee Investment Manager, Trainee Investment Advisor, Investment Consulting Analyst, Client facing Analyst 

Where will the programme take you?

Establish yourself as a thought leader, driving your teams forward with the skills you need to confront future challenges. On successful completion of this apprenticeship, you’ll be able to apply for the appropriate level of membership of your professional body. 

You’ll also be eligible to apply for the Level 7 Senior Investment/Commerical Banking Professional Apprenticeship, opening new opportunities through further advanced training. 

Who's eligible?

Eligibility can vary depending on the requirements of the individual employer, but typically includes:    

  • Four year’s relevant work experience 

  • GCSEs with grades 9 to 4 (A* to C) in English 

  • A good level of maths ability, ideally at A-Level or GCSE grades 7-9 (A*-A) 

To apply for this programme you must be employed in a relevant role.

Apprenticeship information

Duration
18 months
Start Dates
January, May and October
Application deadline
6 weeks before start date
Study modes
Online live teaching and performance coaching, guided self-study, and work based projects
Cost
£18,000levy funded
Free for Learners
95% government funded for non-levy payers
Apprenticeship standard
Financial Services Professional

Join the UK's leading professional apprenticeship provider

Your success is our businessWe begin with specialist onboarding and guidance – aligning your personal goals with wider business objectives – to craft plans that deliver maximum mutual impact.
Learn from the best, become the bestFully-qualified Performance Coaches and industry-leading tutors bring their firsthand expertise to your studies – empowering you to become a master.
Best practice makes perfectHands-on learning through practical scenarios and our virtual learning platform ensures you have the knowhow to perform in the professional world.
Back-up that stacks upEducational psychologists and career mentors. Performance coaches and mental health specialists. You’ll have an entire multidisciplinary team behind you.
AI predicted performanceWe don’t just plan performance. We predict it. Our AI-driven model uses data to anticipate progress, adjusting in real-time to optimise success.
See it for yourselfPerformance trackers mean you can share your performance with managers, keeping them up to speed with key insights to observe progress and create better outcomes.

Frequently asked questions

If you can’t find the answer to a question, our helpful advisors will be happy to help.

To apply for a BPP apprenticeship programme you should be employed in a relevant role and have the approval of your employer.

You will need to create an account after which you can choose and apply for the relevant programme.

Speak to an expert