Paraplanner and financial planner

This is not the latest approved version of this apprenticeship. View the latest version

This apprenticeship is in revision

The below revised version of the apprenticeship assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. It will replace the current version for new starts on 11th March 2027 with a funding band of £13,000. Until then, the current end-point assessment remains in place. Further details of this and other apprenticeships in revision are available in the revisions and adjustments status report.

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Version log

Version Change detail Earliest start date Latest start date
Revised version awaiting implementation Assessment plan revised, 11/03/2027 Not set
1.0 Approved for delivery 06/05/2025 10/03/2027
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 © 2026. 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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