Senior Investment / Commercial Banking Professional
Provide relationship management for clients to assess their financial performance and match banking products and services for their needs.
7 (equivalent to master’s degree)
- Typical length
- 18 months
- Current funding band
Up to £18,000 per apprentice.
More information about funding
- Entry requirements
Set by employer.
- What apprentices will learn
- understand the financial service industry
- problem solving and decision making
- change management and continuous improvement
- teamwork and collaboration
- investment strategies
Before taking their end-point assessment, apprentices must have:
achieved level 2 English and maths (equivalent to GCSE grades 3 to 1 or D to G) Apprentices will also have to take one of the following qualifications:
Chartered Financial Analyst (CFA) Institute levels 1, 2 and 3
Chartered Institute for Securities & Investment (CISI) chartered wealth manager
Chartered Insurance Institute (CII) advanced financial planning diploma
London Institute of Banking & Finance (LIBF) professional postgraduate route
Chartered Banker Institute (CBI) chartered banker diploma
CISI investment operations diploma
- Professional registration
Commercial/business banking: LIBF and CBI Investment banking: CFA Institute/CFA UK and LIBF Investment management: CFA Institute/CFA UK, CISI, CII, LIBF and Personal Finance Society Investment operations: CISI, LIBF and CBI
- How apprentices are assessed
A government-approved organisation must assess apprentices towards the end of their apprenticeship.
This end-point assessment ensures apprentices achieve the skills, training and any qualifications necessary to complete their apprenticeship.
You can download the assessment plan from the Institute for Apprenticeships. There are no end-point assessment organisations for this apprenticeship yet. Please email firstname.lastname@example.org if you urgently need an end-point assessment organisation.
- More Information
The Institute for Apprenticeships has more detailed information about this apprenticeship.