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Kaplan Financial - Home > Training and Qualifications > Apprenticeships > Apprenticeships & Vocational Qualifications > Financial Services

Financial Services Apprenticeships

There are a number of Apprenticeships within the Financial Services industry that can help provide valuable training to your existing staff, or offer the perfect way to grow your own talent with new staff.

The Apprenticeships contain technical competence elements, which assesses work based competency around the role they are undertaking and the basic principles of working within a heavily regulated environment.

As long as the employee meets the funding criteria, the government will contribute to most, if not all, of the costs for the Apprenticeship.

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Why a Financial Services Apprenticeship?


  • FREE training for 16-18s, partial funding for 19+
  • Available to new and existing staff
  • Training includes a CII, CISI, IOC, CII Life or CeMAP accredited technical certificate and the ability to earn an NVQ in Providing Financial Services.
  • Delivery of Apprenticeships in Insurance, Mortgage, Banking, Investments and Financial Administration.
  • This programme is designed to improve technical knowledge and professional competence
  • The training is delivered through blended learning, which includes online resources, onsite assessor visits and testing throughout their Apprenticeship.

Which Apprenticeship?

We offer four different types of Financial Services Apprenticeships, each leading to a nationally recognised qualification. Find out which Apprenticeship is right for your organisation by requesting a call back from our Client Solutions Manager.


Get a factsheetGeneral Insurance

Qualifications available: Level 2 Insurance, Legal and Regulatory (IF1) or Level 2 Certificate in Customer Service; Level 3 Certificate in Insurance (Cert CII)

Awarding Body: Chartered Insurance Institute (CII)

Suitable roles: Business Processing, Renewals, MTA Processing, Claims Handling, Underwriting, Customer Service, Broking

Get a factsheetInvestment Operations

Qualifications available: Level 2 Certificate in Financial Customer Service; Level 3 Investment Operation Certificate (Cert CISI)

Awarding Body: Chartered Institute for Securities & Investment (CISI)

Suitable roles: Investment Information & Performance, Trade Processor, Account Reconciliation, Settlements Admin, Processing Admin

Get a factsheetLife, Pensions & Investments

Qualifications available: Level 2 Certificate in Financial Customer Service; Level 3 Award in Life or Pension Admin (Cert. CII)

Awarding Body: Chartered Insurance Institute (CII)

Suitable roles: Business Processing, Customer Service (incl. Team Leader), Underwriter, Financial Admin

Mortgage Administration

Qualifications available: Level 2 CeMap Module 1 Unit 1 - Introduction to Financial Services Environment and Products; Unit 2 - UK Financial Services and Regulation or Level 2 Certificate in Customer Service; Level 3 Certificate in Mortgage Advice and Practice CeMap Modules 1-3

Awarding Body: Institute of Financial Services (IFS)

Suitable roles: Mortgage Admin, Mortgage Processor, Mortgage Para Planner, Mortgage Customer Service, Training Mortgage Advisor

Employer Responsibilities

As Apprenticeships are work-based training programmes, all of the NVQ elements are assessed on site with the technical work being done remotely. As an employer you would be expected to:

  • Provide an induction and on-the-job mentoring and training
  • Ensure you meet relevant health and safety procedures set by Kaplan
  • Pay your Apprentice’s wage according to the National Minimum Wage
  • Employ your learner for at least 30 hours per week.



Free training for 16-18, partial costs covered, plus employer contribution for exam registration fees and materials for those aged 19+. Funding subject to eligibility and government restrictions, terms and conditions apply.







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