Financial services professional
Level 6 · DegreeLegal, finance and accounting 3.5 yr typical
About this apprenticeship
What it involves
A Financial Services Professional apprenticeship is a degree-level programme for individuals working towards a specialist role in areas such as financial planning, investment management, corporate finance, or risk. You will develop advanced technical knowledge of financial markets and regulation alongside the professional skills needed to advise clients or manage complex financial operations. This standard leads to chartered or specialist professional status in financial services.
On the job
What you’ll learn
Advanced financial analysis, modelling, and investment theory
UK and international financial regulation and compliance
Risk management and portfolio construction
Ethics, conduct, and professional standards in finance
Corporate finance, valuations, and capital markets
Client relationship management and advisory skills
Research skills and evidence-based financial decision making
On the job
What you’ll do day to day
Conduct financial analysis and prepare client-facing reports
Advise on complex financial products, portfolios, or transactions
Monitor regulatory developments and apply compliance requirements
Build and maintain professional client relationships
Carry out due diligence on investments or transactions
Present findings and recommendations to senior stakeholders
Contribute to team projects in specialist financial areas
The deal
How this apprenticeship works
You earn a wage from day one. You are a paid employee, not a student. There are no tuition fees - the training is funded by your employer and the government.
About 20% is “off-the-job” training. Roughly a day a week is spent learning away from your normal duties - at a college, training provider, or online - working towards a recognised qualification.
It ends with an end-point assessment (EPA). Near the end, an independent assessor checks you can do the job to the national standard - through tests, a project, a portfolio or an interview. Pass it and you are fully qualified.
How to get there
What you need to start
Level 6 (Degree) - roughly Bachelor’s-degree level. Usually needs A-levels or a Level 3 qualification (employers set UCAS-point targets). You earn a full degree while you work - with no tuition fees to pay.
What’s next: Leads into professional roles, sometimes with a Level 7 (Master’s) apprenticeship after.
Entry requirements are set by each employer and can vary - always check the specific vacancy.
Hear from employers
What it’s really like
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