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