Final award:
- IfATE Financial Services Professional Level 6 apprenticeship
- Post-graduate PGCert Financial Services Professional
- Expedited 2 year programme for CFA Level 1
| Duration | 2 years |
|---|---|
| Entry point(s) | September (typically) |
| Application deadline | Dependent on employer |
| Campus | Streatham Campus, Exeter |
|---|---|
| Contact |
Overview
- Intended for existing employees within the Banking and Finance industry, this programme is designed to prepare apprentices for the Chartered Financial Analyst (CFA) Level 1 exam.
- Achieve the Level 6 Financial Services Professional apprenticeship, Postgraduate Certificate (PG Cert) in Financial Services from and the CFA Level 1 professional qualification from the University of Exeter.
- Teaching combines in-depth masterclasses, innovative online learning and coaching from our world-class academics and mentors, with experience drawn from the financial services sector. In-person masterclasses are typically held in central London.
Business School of the Year
Times Higher Education Awards 2022
Triple accredited Business School
AMBA, AACSB, EQUIS
Apprentices earn a salary and pay zero tuition fees, meaning they’ll graduate debt-free and enhance their career
Flexible delivery and blended learning
How to apply
PGCert in Financial Services Professional Apprenticeship does not follow the standard UCAS application process. To gain a place, candidates must first consult with their employer's HR/apprenticeship team.
Our employer partners may advertise on the University of Exeter Degree Apprenticeship website. Please be aware that employers start their recruitment at different times of the year so please be sure to check regularly.
Candidates can apply to this programme in addition to making applications to any institution through UCAS. When vacancies are open they will be advertised by our employer partners and on University of Exeter Degree Apprenticeship website. Please be aware that employers start their recruitment at different times of the year so please be sure to check regularly.
How to apply
- Consult with existing employer to confirm you can join this apprenticeship.
- Contact the University using the Enquire now link at the top of the page.
- Prospective apprentices will be required to complete an application form for the University of Exeter.
- If your application is successful, an apprenticeship place on the programme will be confirmed by University of Exeter, and we will send further information about how to enrol as a student.
Entry requirements
- Applicants will have an undergraduate degree and experience within the workplace.
- Evidence must be provided of Level 2 English and Maths prior to End Point Assessment.
- Candidates must be in a role in which they can demonstrate the apprenticeship requirements - Financial services professional / Institute for Apprenticeships and Technical Education
Applicants must have a valid and eligible residency status to gain entry onto the apprenticeship – If you are a non-UK national please see the ESFA guidance for further information.
Funding
Full programme cost: £18,000
This apprenticeship is entirely funded through an Employers’ Apprenticeship Levy. Your employer fully covers the cost of the apprenticeship, apprentices do not pay for any of the eligible training costs. As an apprentice you will be an employee of your organisation, gaining a University of Exeter award alongside working and earning a salary.
Employers who pay the Apprenticeship Levy will pay for the apprenticeship fees directly through that contribution. See further information on the Apprenticeship Levy funding.
Employers who do not pay the Levy will be able to claim 95 per cent of the cost of the apprenticeship from the Government. Up to 100 per cent Government contribution may be available if the employer has fewer than 50 employees and:
- Recruits an apprentice aged 16-18
- OR an apprentice aged 19-24 who has previously been in care or who has a local authority education, health and care plan
Employers must pay their apprentices a salary at least consistent with national legislation.
Funding eligibility criteria
- To be eligible for funding you must meet the criteria listed in the ESFA guidance. Full guidance is available here.
- The apprentice must have a valid and eligible residency status to gain entry onto the apprenticeship – please see the ESFA guidance for further information.
Course content
Integrative in its design and delivery, this apprenticeship is for individuals who are progressing their career within an organisation. Throughout the programme, apprentices will develop core knowledge of the structure of the Financial Services industry, preparing them for the CFA Level 1 qualification. In addition to this apprentices will gain a Post-Graduate Certification (PGCert).
Apprentices will cover the following topics throughout the programme:
- Ethical and Professional Standards
- Economics
- Derivatives and Alternative Investments
- Equity & Fixed Income
- Financial Reporting & Analysis
- Corporate Finance
- Quantitative Methods
- Advanced Professional Practice (30 Credits towards PG Cert)
- Work Based Project- Creating Impact at Work (30 Credits towards PG Cert)
Learning
A minimum of 6 hours per week will be given over to study. Our model is designed to be flexible around the needs of apprentices and workloads as it includes in-person masterclasses and online webinars.
Our blended learning model comprises of:
- One to two in-person masterclasses per module typically delivered in a central location or apprentices' workplace.
- Weekly distance learning comprising online classes and workshops, interactive exercises and recorded lectures.
- Work-based learning, assessing projects undertaken in the workplace.
Careers
Combining professional experience and qualifications along with a highly-respected degree from a top Russell Group University will help apprentices stand out from the crowd as they progress through their career. Throughout the apprenticeship students will focus on establishing themselves as a Financial Services Professional providing an important foundation upon which to further develop their career.
Drawing upon academic guidance, professional development coaching and workplace mentoring, apprentices benefit from a wealth of inspiration and advice to guide and support their professional development planning.
Achieving the globally recognised CFA Level 1 qualification will enhance apprentices' professional credibility. This qualification provides a solid foundation in finance and investment principles, allowing apprentices’ to further their careers in this industry.
Employer valued skills
Through this unique programme apprentices will gain the skills to become highly competent professionals continuing to excel in the finance industry. The apprenticeship will cover a base of core knowledge required of all individuals progressing in the finance sector.
Utilise the apprenticeship levy to upskill your existing staff.
Delivered through a blended learning model, the programme enables employers to recruit, train and retain high-calibre talent in partnership with the University.
