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

Summary of this apprenticeship standard


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

End Point Assessment

View a list of end point assessment organisations for this standard
Organisation Phone Number Email
DSW Consulting 01302 760 008