Financial Services Professional 

Investment Banking and Investment Management 

Level 6 Apprenticeship

Our apprenticeship programmes are for employers looking to develop their workforce. 

This programme leads to chartered status and suits college and school leavers, as well as more experienced staff. Choose from two routes and tailor the learning to fit skills gaps and business needs. 


Core skills your staff will learn 

If you're an employer looking to upskill your teams, then our apprenticeship programmes can help.

Banking and finance is rapidly evolving. This apprenticeship programme will help your business – and your workforce – to keep up to date with developments and rise to new challenges.  

Drawing on our distinct approach of blending academic thought with industry experience, our Faculty delivers course content that relates to current changes in the sector. We will deliver this programme through a mix of: 

  • face-to-face workshops
  • webinars, and 
  • online learning.

apprenticeship logo

When to start?    You can launch this programme in January or October
How to fund it?

Subject to eligibility, you can use your apprenticeship levy of up to £18,000 for each apprentice 

Use it to...       
  • Recruit and train college or school leavers
  • Develop more experienced staff into future leaders
  • Fill skills gaps by choosing from the modules at each stage  
  • Regular one-to-ones with personal tutors to coach your apprentices  
  • Three-way meetings between personal tutors, apprentices and line managers  
  • Weekly monitoring and reporting on apprentices’ progress  
  • Assessment feedback for individual apprentices  
  • Overview of the cohort’s success for managers 
  • Managing client relationships
  • Planning methods
  • Problem-solving and decision-making
  • Communicating and networking
  • Teamwork and collaboration
  • Self-development and the development of others
  • Using strategy

How this apprenticeship programme works         

We run open, multi-employer programmes and closed, single-employer programmes. Please contact us by emailing to find out more about our minimum cohort size requirements.    

You can choose from two routes, both of which lead to chartered status: 

  • the degree route, generally suited to entry-level staff, leads to a BSc (Hons) Finance & Investment
  • the accelerated route, ideal for upskilling more experienced staff to develop them into future leaders. 

 If you’d like to talk to us about how we can help you, contact our Head of Apprenticeships, Karen Taylor by email:

Degree route        clock logo  42 months

  • Choose two modules from Stage 1 (Level 4) 

  • Choose two modules from Stage 2 (Level 5) 

  • Choose four modules from Stage 3 (Level 6) 

Accelerated route        clock logo   24 months


  • Choose four modules – including at least two from Stage 3 (Level 6)

If you're an individual looking for an apprenticeship opportunity, please go to the UK government website to find an apprenticeship.

Three Stages

Stage 1 (Level 4)

  • Financial Services: Macroeconomic Environment, Risk & Regulation 

  • Financial Statement Reporting & Analysis

  • Foundations of Finance

  • Quantitative Methods for Finance & Investment

Stage 2 (Level 5)

  • Asset Management 
  • Equity & Fixed Income Analysis & Valuation 
  • Financial Derivatives & Risk Management 
  • Financial Modelling & Forecasting
  • Financial Management
  • International Financial Management

Stage 3 (Level 6)

  • Alternative Investment Management 
  • Bank Risk Management 
  • Fintech 
  • Mergers & Acquisitions, Private Equity & Venture Capital  
  • Private Banking & Wealth Management

If you're an individual looking for an apprenticeship opportunity, please go to the UK government website to find an apprenticeship.
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