BETA This is a new service – your feedback will help us to improve it.

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

End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
DSW Consulting 01302 760 008
Chartered Banker Institute 0131 473 7777
More Information

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