This apprenticeship is in revision
A revised version of this assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. It will replace the version below for new starts from 12th November 2026 with a funding band of £10,000. Until then, the below end-point assessment remains in place. Further details of this and other apprenticeships in revision are available in the revisions and adjustments status report.
Contents
Contents
Version log
| Version | Change detail | Earliest start date | Latest start date |
|---|---|---|---|
| Revised version awaiting implementation | Assessment plan revised | 12/11/2026 | Not set |
| 1.3 | The standard and assessment plan have been updated and funding band has been revised. | 01/11/2025 | 11/11/2026 |
| 1.2 | Retired standard | 21/03/2025 | 31/10/2025 |
| 1.1 | End-point assessment plan revised | 15/01/2025 | 20/03/2025 |
| 1.0 | Approved for delivery | 12/11/2014 | 14/01/2025 |
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Employers involved in creating the standard: AJ Bell, BPP, Chartered Banking Institute, Chartered Institute of Securities and Investments, Chartered Insurance Institute, Davies Group, DSW, Fidelity International, Fitch Learning, Innovation Group, Kaplan, LIBF, M&G Wealth, Mercer, Mercer Marsh Benefits, Simply Academy, SJP, Skills Edge, St James's Place Wealth Management, TransRe
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