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Assisting financial advisers with researching, analysing and preparing financial reports for clients.

Summary of this apprenticeship standard


4 (equivalent to certificate of higher education)

Typical length
24 months
Current funding band
Up to £9,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • structure of the financial services market, including the role of the financial adviser, the paraplanner, product providers and support services
  • financial services regulation and compliance
  • financial products and financial planning tools
  • systems and processes needed to carry out their role
  • customer service and relationships
  • planning and prioritising

Certificate in Paraplanning from the Chartered Insurance Institute (CII) or the Institute of Financial Planning (IFP).

Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).

Professional registration

Depending on the qualification they take, successful apprentices will be able to register as 1 of the following:

  • Cert PFS (paraplanning) with the CIIhartered Insurance Institute
  • accredited paraplanner with the IFP
End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
DSW Consulting 01302 760 008
More Information

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