This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has obtained Ofqual recognition. Once the EPAO has obtained Ofqual recognition, funding for apprentice starts will be permitted and this message will be removed.

Key information

  1. Status: Approved for delivery (paused 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 is the intended EQA provider
  15. Example progression routes:
  16. Review: this apprenticeship will be reviewed in accordance with our change request policy.

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Contents

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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