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Financial Services Professional Apprenticeship in Treasury

Students in a classroom, listening intently

We are delighted to announce a new treasury pathway for our Financial Services Professional Level 6 apprenticeship, in conjunction with the Association of Corporate Treasurers (ACT).

We’re the very first training provider to offer this route, and to explain how it will work, we hosted a webinar. You can watch the webinar to find out more.

The ACT is the only professional treasury body with a Royal Charter and sets the global benchmark for treasury excellence, leading the profession through internationally recognised qualifications. The following qualification from the ACT has recently been approved for delivery under the Level 6 standard by the Institute for Apprenticeships and Technical Education:

  • Diploma Treasury Management, which includes the Certificate Treasury if required.

As a leading provider of Accountancy, Tax and Financial Services apprenticeships, treasury sits well within Kaplan’s existing portfolio of apprenticeships. Whilst the 32-36 month programme is available for businesses in a variety of sectors, the new pathway particularly lends itself to: building societies, commercial / business banking, investment banking, investment management and those in operational roles.

We know that businesses vary in the size of their treasury function, or financial services teams which work closely with treasurers, so we’ve taken the decision to enrol all learners on this programme as one cohort. This will allow learners to support one another and develop alongside their peers, sharing good practice.

Ideal for newcomers

The programme suits individuals who are new to the sector (i.e. graduates), and for existing employees looking to develop skills and behaviours - plus gain a recognised professional qualification.

During the apprenticeship, individuals will be required to develop into senior roles tasked with maintaining the financial health and success of a business, contributing to the development of strategic and operational plans for their area.

I’m very excited about this launch, which will finally provide a treasury apprenticeship route within the financial services sector. It’s important for bankers and others to understand their clients and support them with the right products and approach.

Ongoing support

During the programme, apprentices will be supported by a Kaplan Talent Coach and will develop the Skills and Behaviours required to be competent through a range of online learning activities and work-based projects. Apprentices will be invited to interactive development sessions and asked to document their off-the-job learning activities through a Training Record.

They will gain significant knowledge from the ACT Diploma in Treasury Management, whilst making use of all the benefits of becoming a student member of the ACT for the duration of their studies.

Watch the webinar

If your organisation has a treasury function and you would like to find out how this apprenticeship would work for you, please watch the webinar. 

For more information on anything mentioned in this article please email apprentices@kaplan.co.uk.

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