Paraplanner and financial planner

Key information

  1. Status: Approved for delivery (available for starts)
  2. Reference: ST1301
  3. Version: 1.0
  4. Level: 4
  5. Options: Paraplanner, Financial Planner
  6. Typical duration to gateway: 24 months
  7. Typical EPA period: 5 months
  8. Route: Legal, finance and accounting
  9. Integration: Mandatory qualification
  10. Maximum funding: £13000
  11. Date updated: 06/05/2025
  12. Approved for delivery: 2 May 2025
  13. Lars code: 802
  14. EQA provider: Ofqual
  15. Example progression routes:
  16. Review: this apprenticeship will be reviewed in accordance with our change request policy.

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Contents

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Version log

Version Change detail Earliest start date Latest start date
1.0 Approved for delivery 06/05/2025 Not set
Employers involved in creating the standard: Burton and Fisher, Chartered Institute of Securities and Investments, Chartered Insurance Institute, Coventry Building Society, Fairstone, London Institute of Banking and Finance, M&G Wealth, Pentins SFP, Quilter, SJP, The Verve Foundation

Crown copyright © 2025. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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