Financial services administrator

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Version log

Version Change detail Earliest start date Latest start date
2.0 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
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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