Working with companies or individuals to plan for their financial futures
Occupational Profile
The Financial Services industry encompasses a broad range of businesses that manage, or consult around managing money. These include retail and corporate banking, investment management, investment consulting, investment banking, mortgages, and life and pensions. The completion of this apprenticeship will enable individuals to become highly competent professionals for the industry. This will be delivered by a base of core knowledge, skills and behaviors required of all individuals entering or progressing to this level in the sector, and a set of specialist options that then provide the occupationally specific competence, depending on the part of the sector and type of business the individual works for.
Summary of standard
Full standard
