We use cookies on all our websites to gather anonymous data to improve your experience of our websites and serve relevant ads that may be of interest to you. Please refer to the cookies policy to find out more.

By continuing, scrolling the page or clicking a link, you agree to the use of cookies.

Our apprenticeship programme

Financial Services Professional

Level 6 Apprenticeship

Two women talking

Our highly regarded Chartered Associateship* programme is relevant to everything that’s happening in today’s banking industry. It fits the Level 6 Financial Services Professional apprenticeship standard and offers two unique options:

  1. A sector-specific degree
  2. An accelerated route which can be completed in 24 months    

Subject to eligibility, you can use your levy of up to £18,000 per apprentice to fund this apprenticeship.

*In order to maintain Chartered Associateship you will need to ensure that you follow our CPD scheme and retain your membership with us.   


  

Are you an employer in investment management with less than ten apprentices?

We will be launching our BSc (Hons) in Finance & Investment (Investment Management pathway) and Chartered Associateship as an ‘open’ cohort, bringing together employees from across the investment management sector, later this year. 

Register your interest




Key information

  Financial Services Professional Apprenticeship

 

 Option 1: Accelerated Pathway

  Option 2: Degree Pathway
 Qualification  Chartered Associateship  

 BSc (Hons) Banking Practice &   Management, or BSc (Hons) Finance & Investment 

And Chartered Associateship

 Start date  Flexible, depending on employer  Flexible, depending on employer
 Mode of delivery   A blend of face-to-face workshops,   real-time webinars and supported online learning   A blend of face-to-face workshops,   real-time webinars and supported online learning
 
 Minimum apprenticeship   duration
 24 months  42 months
 
 Module duration
 18 weeks  18 weeks
 
 Minimum cohort size
 10  10
 What to study?  Select:

 Two modules from Stage 2
 Two modules from Stage 3

 Select:
 Two modules from Stage 1
 Two modules from Stage 2
 Four modules from Stage 3


Apprenticeship Pathways

When selecting your preferred study session using the timetable above, please be aware that fees are payable if you wish to change your selected AMA2 (coursework) date to a different session.
When selecting your preferred study session using the timetable above, please be aware that fees are payable if you wish to change your selected AMA2 (coursework) date to a different session.
 

 Retail Banking, Commercial Banking and Operations

 
  Stage 1 (Level 4)

 
  Stage 2 (Level 5)

  Stage 3 (Level 6)
  • Financial Markets & Risk*
  • Fundamentals of Leadership & Management
  • Relationship Management
  • Organisational Management in Financial Services*
  • Commercial & Corporate Financial Services
  • Operations Management**
  • Retail Financial Services 
  • Strategic Management in Financial Services*
  • Financial Technology (FinTech)
  • Project Planning & Management**
  • Risk Management in Banking
  • Project or Advanced Work-Based Learning 

When selecting your preferred study session using the timetable above, please be aware that fees are payable if you wish to change your selected AMA2 (coursework) date to a different session.
When selecting your preferred study session using the timetable above, please be aware that fees are payable if you wish to change your selected AMA2 (coursework) date to a different session.



 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway


 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway



 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway


 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway


 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway


 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway





 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway


 

 Option 1:  Accelerated Pathway

 

 Option 1:  Accelerated Pathway



 
   Investment Banking and Investment Management

 
  Stage 1 (Level 4) 

 
  Stage 2 (Level 5)

 
  Stage 3 (Level 6)

  • Financial Services: Macroeconomic Environment, Risk & Regulation*
  • Financial Statement Reporting & Analysis
  • Foundations of Finance
  • Quantitative Methods for Finance & Investment 
  • Equity & Fixed Income Analysis & Valuation*
  • Asset Management
  • Financial Derivatives & Risk Management
  • Financial Modelling & Forecasting
  • Financial Technology (FinTech)
  • International Financial Management
  • Mergers & Acquisitions, Private Equity & Venture Capital*
  • Private Banking & Wealth Management*
  • Alternative Investment Management
  • Bank Risk Management
  • Project or Work-Based Learning 


*Compulsory for the Degree Pathway
**Subject to Approval

 






Register your interest

We will be launching our BSc (Hons) in Finance & Investment (Investment Management pathway) and Chartered Associateship as an ‘open’ cohort, bringing together employees from across the investment management sector, later this year.

Register for our new Financial Services Professional apprenticeship (investment route) launching as an open programme later this year.

Your Personal Data:
We will use and protect your personal data in accordance with current data protection legislation to process your application. Further details, including your rights, the disclosure of data to third parties, storage, retention and how to amend your personal data, can be found within our Privacy Notice.
    
Declaration:
Mature-man-in-suit-talking-to-two-other-men
A-younger-and-mature-man-talking-in-suits