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The goal of the apprenticeship is to enable apprentices to effectively provide the required financial services relevant to their area of work within a financial services organisation.

The qualification

SCQF level 6

Your employee will study for the Certificate for Customer Service in the Financial Services Sector at SCQF Level 6 and a professional qualification relevant to the apprentice’s employment, or a Professional Development Award.

Entry requirements

Apprentices should be able to demonstrate a high standard of literacy and numeracy.

However, employers can also consider existing workplace skills and experiences, where apprentices are either changing careers or upskilling. Being open to alternative assessment methods and relevant experience, instead of qualifications, can help to broaden the pool of potential applicants.

Progression and development

A successfully completed apprenticeship, including the achievement of competence-based and professional qualifications, opens the door to a number of opportunities for progression in both work and further learning.

Further study

Options for those within to pursue further professional learning

and development include:

Scottish Credit and Qualifications Framework (SCQF)

  • CBI Certificate in Complaint Handling SCQF Level 8
  • CBI Professional Banker Diploma SCQF Level 8
  • CBI Certificate and Diploma in Green and Sustainable Finance SCQF Level 8
  • CBI Associate Chartered Banker Diploma SCQF Level 9
  • CBI Advanced Diploma in Banking and Leader Apprenticeship in a Digital Age SCQF Level 10
  • SVQ in Insurance at SCQF Level 8 (GJ2C 24)

Regulated Qualifications Framework (RQF)

  • CII Diploma Level 4 in Insurance
  • CII Advanced Diploma Level 6 in Insurance
  • Additional CISI modules

Professional registration 

This apprenticeship supports professional recognition as it includes learning and skills outcomes that are common to the professional qualifications relevant for project management roles across a variety of sectors. 

The apprentice, employer and learning provider will determine the most appropriate professional pathway. The learning provider will guide each successful apprentice on the professional registration process they should follow. 

Important information

Please read the Occupation Profile for Providing Financial Services at SCQF Level 6. This gives a detailed description of the work situations routinely carried out in providing financial services roles at this level.

SCQF qualification levels explained

Download the framework document

How is it funded?

We contribute towards training costs

We do this by paying the learning provider directly in incremental payments throughout the course of the apprenticeship.

See training contribution calculator below to determine funding contribution for this framework.

An enhanced funding contribution is paid for employees who are aged 16 – 19. For those who are disabled and care-experienced, this is extended up to and including age 29.

Speak to a range of learning providers to find the best deal and agree on a flexible approach to meet the needs of your business.

Who pays the apprentice?

Like any other employee of your business, you’ll pay the Modern Apprentice's wages. This is not set by SDS, but we do encourage all employers to pay the living wage. Remember, you must pay at least the National Minimum Wage.

Time to complete

It will take between 12-24 months to complete.

Decide if this is the right framework for you, then...

Sound right for your business?

The next step is to find a learning provider that offers this apprenticeship.

Find a learning provider

Need a little more information or advice?

Call our advisers to find out more about Modern Apprenticeships. 

0800 783 6000