Providing Financial Services

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.

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.

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.