Paraplanner and financial planner

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 11th March 2027 with a funding band of £13,000. 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.

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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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