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Senior Investment / Commercial Banking Professional

Provide relationship management for clients to assess their financial performance and match banking products and services for their needs.

Summary of this apprenticeship standard


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 if you urgently need an end-point assessment organisation.

More Information

The Institute for Apprenticeships has more detailed information about this apprenticeship.