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Financial Services Professional Apprenticeship (Level 6)

Essential to build robust and long lasting competence, this apprenticeship is designed to develop apprentices into fully competent, confident and credible Finance Services professionals.

As part of this apprenticeship, learners will have the option to achieve the Chartered Banker Institute (CBI) Advanced Diploma in Banking and Leadership in a Digital Age qualification.

Developed in partnership with globally recognised institutes and organisations of all sizes, a Kaplan Banking and Financial Services apprenticeship is anything but standard.

This apprenticeship is ideal for organisations looking to develop the talent of aspiring Banking and Financial Services professionals looking to develop their career to the top of their profession.

It’s ideal for more senior talent within your organisation, who are working in Banks/Building Societies, Asset Management organisations, or Fintech companies. This apprenticeship is designed to best suit individuals with customer and relationship centric roles. If you’re seeking to maximise the benefit of time used as part of off-the-job training and develop technical excellence coupled with sector relevant skills that can be directly applied to the role, this apprenticeship might be the right option for you.

This apprenticeship will benefit individuals already working at a senior level within a Bank or Building Society, Asset Management organisation, or a Fintech company. Kaplan can also support you in sourcing new talent at this level. Individuals on this apprenticeship will typically be employed in roles such as Relationship Manager (Corporate or Retail Banking), Corporate Account Manager, Retail Banking Manager, Head Office management or Individual Banking Manager, but this list isn’t exhaustive.

One of the key things to success is that the job role and Line Manager provide the opportunities, support and relevant work based projects to be able to contextualise and apply the apprentice’s learning back in the workplace, to gain real competency in that area.

An apprentice’s journey doesn’t end when their apprenticeship has finished. Individuals will be able to apply for the appropriate level of Chartered Banker Institute (CBI) professional membership. They will also be able to undertake continuous professional development to enhance their career and stay up to date with the latest standards and best practices of the industry.

Regardless of age or prior attainment, anyone can do an Apprenticeship provided they’re learning new skills and are employed in England, in a relevant role. Kaplan will support you to assess the job role suitability as part of your application.

To do this apprenticeship, employers may specify that candidates have at least a grade5 GCSE (or equivalent) in Maths and English. If apprentices don’t have this level of Maths and English, Kaplan offers free resources and support to make sure they develop their understanding and application of the subjects by the end of the apprenticeship.

Learners starting their apprenticeship without Level 2 in maths or English will complete a Level 1 Functional Skills qualification.


Level 6


Financial Services Professional

36 months with Gateway at 30 Months.

Costs / funding band

Free for learners


Advanced Diploma in Banking and Leadership in a Digital Age (CBI)

Optional Microsoft Office Specialist Certification

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About the programme


Build your talent pipeline

A level 6 apprenticeship provides a great progression opportunity to more senior employees so they can be more knowledgeable, confident, and productive in their daily role. This programme is designed to help the apprentice’s organisation plan for their financial futures.


Workbased learning

Our programmes provide a structured, applied learning route that ensures learning and skills are directly applied to the role and maximises the time used as part of off-the-job training.


Support and insight for managers

We have robust processes and reporting in place to ensure you and your line managers have all the insight needed to help your apprentices progress and succeed.


Support for apprentices

Each learner has regular 1:1 contact and progress reviews to keep them on track, review their portfolio, and get them fully prepared for their final assessments.

Included in this Apprenticeship

Our Financial Services Professional apprenticeship integrates modules of technical training with work based experience to develop the necessary skills to build capability and credibility that can be directly applied in the workplace.

For each module, learners benefit from attending small, scheduled Live Online classes taught by a subject matter specialist. Each apprentice will also have access to online materials which they will be directed to use. Classes are interactive and discursive, giving apprentices quality time with tutors and sector peers to support the development of their knowledge and skills and bring new perspectives to their thinking.

Advanced Diploma in Banking and Leadership in a Digital Age (CBI)

This pathway provides apprentices with the blended banking and technological skills they need to fulfil their current responsibilities and prepare them for the future.

Self study

Skills development

Areas of focus for this programme include client and customer relationships, delivering services, strategy and planning, problem solving and decision making, communication, teamwork, and continuous improvement. Apprentices will have a higher level of competence and confidence to assess the current financial situation and be able to make recommendations to key stakeholders.

Through discussion with their talent coach and line manager, apprentices will be directed to skills resources at the most optimal point in their programme and depending on the specific needs of their job role. Their talent coach will then support the ongoing development of these skills in the workplace during progress review meetings.

Self study

Microsoft Specialist Skills

Optional modules covering core Microsoft products, over 100 hours of online tuition supports learners in preparing for Microsoft accreditaions. Globally recognised, our tuition and exams available at Associate and Expert levels will equip apprentices with the skills to unlock the potential of Microsoft Office products.

Available in a range of subjects including

  • Word
  • Excel
  • Powerpoint

date_range Timetables

This apprenticeship will be available at set times in the year - please contact us to find the next availability.

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Why choose Kaplan?

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Leaders in our field

Banking and Finance apprenticeships are developed in partnership with some of the UK’s leading retail banks, insurance, wealth management and investment firms. We understand the requirements of organisations big or small working in an FCA regulated environment.

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Future facing

Our programmes and support tools are developed with market leading employers. We understand the current and future needs of the industry and how to equip individuals to be ready for change.

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Comprehensive learning

Learners attend scheduled classes involving lots of practical discussion and application. Our programmes provide a varied learning experience to give learners the knowledge they need and to ensure they meet the latest standards of the industry and organisation.

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Expert teaching

Our tutors are all subject matter experts, with real world experience, and teach groups of diverse like minded learners from organisations across the UK.

Support for employers:

  • Named client solutions point of contact to support you at every stage
  • Recruitment service to help you hire an apprentice for a new vacancy
  • Transparency throughout the application and onboarding process for your learners
  • Sector expert tutors and talent coaches delivering relevant training and development
  • Learning that is applied to your organisation through work based experience
  • Accurate, timely and accessible tracking for each learner
  • Line Manager visibility of your learner’s portfolio dashboards

Support for learners:

  • Tutor contact via email outside of scheduled classes
  • Regular 1:1 contact and progress reviews with their line manager and a named, industry experienced talent coach to keep them on track, review their portfolio and get them fully prepared for their End Point Assessment.
  • Peer to peer contacts from across the industry as part of a small cohort - creating opportunities to spark new ideas and get new perspectives
  • Apprenticeship ePortfolio to track their progress, capture off-the-job activity and hours, manage and capture progress reviews, upload evidence, as well as communication with their Talent Coach
  • Student Service support available 362 days a year
  • Work based projects and support from a line manager to be able to contextualise and apply their learning back in the workplace

20+ years

We're a leading apprenticeship specialist with 20+ years' experience

Expert tutors

Qualified, expert tutors train over 10,000 apprenticeships each year

Highly rated

Rated 4 out of the top 50 apprenticeship providers on Rate My Apprenticeship.

Recruit and upskill

We can work together to help you recruit new staff or to upskill existing staff. Get in touch to find out how we can help.

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Start your career

Apply for one of our apprentice jobs today.

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