Advising on Financial Products – Financial Advice Route Advanced Apprenticeship

This course is designed to give you the relevant training and education required to work within the financial services environment. It is aimed at those who are involved in financial services as their primary work activity and have the ability to carry out a range of routine tasks in their role. At advanced level, you will have an understanding of complex functions and activities.

Course content

The course combines developing your practical and theoretical skills at College, together with experience gained in the workplace.

IFS School of Finance Certificate for Financial Advisors. Units include:

• UK Financial Regulation


• Investment and Risks


• Retirement Planning and Protection


• Assessment of Investment Advice Knowledge

City & Guilds Certificate in Providing Financial Services Level 3. Units include:

• Complying with Regulations Within the Financial Services Environment


• Debt Repayment Monitoring


• Payment Processing


• Debt Collection Case Management (Pre-legal)


• Banks and Building Societies


• General Insurance


• Life, Pensions and Investment


• Financing and Credit

As part of the Apprenticeship framework you will also study Employment Rights and Responsibilities, and Functional Skills Level 2/GCSEs in English and maths.

What are the entry requirements?

Successful completion of a relevant level 2 qualifcation, or 5 GCSEs (grades A*- C) including English and maths. Learners will be required to attend an interview with the work based learning team and be asked to complete skills assessments in literacy and numeracy. Learners on this course are required to be employed in a suitable work placement.

What can I do next?

Possible progression to higher education or industry specialist qualifications.

How To Apply

Our aim is to make it as easy as possible to secure your place on your ideal programme.
Simply download and complete the relevant application form and return it to our Admissions team as early as possible.
You can return your completed application form in person or by post to our Colchester
(for applications to Colchester and Clacton) or Braintree campuses:

Admissions

Colchester Institute

Sheepen Road

Colchester

CO3 3LL

Admissions

The College at Braintree

Church Lane

Braintree

CM7 5SN

If you are currently at school, please check with them as some schools will be coordinating applications centrally.
If you have any further questions about the application process, please visit our
Frequently Asked Questions page.

Applying for an Apprenticeship

Download Application Form - Full-Time Courses & Apprenticeships (PDF)

Considering an apprenticeship?
Many young people look to an apprenticeship to gain valuable skills directly in the workplace.
You can apply for both an apprenticeship, and a full-time course as your back up,
but note that you will need to do some research to find an employer willing to take you on as an apprentice
if you do not already have one.

If you are applying for an apprenticeship please use the application form above,
ensuring you complete section 4 of the form. In order to start your apprenticeship you must have an employer
ready to complete your apprenticeship with.

Please contact our Apprenticeship Hub team on 01206 712412 or
apprenticeships@colchester.ac.uk
or visit our Apprenticeships Section
for details and support when finding an employer. If you already have an employer please include
their contact details in section 4 of the application form. If you require any more information about
the apprenticeships we offer, please click "Read more..." below:

Apprenticeships

Read More...

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