The Chartered Insurance Institute (CII) and the Personal Financial Society (PFS) have joined forces with the Institute for Apprenticeships and Technical Education (IfATE) to look for financial advisers and paraplanners who will review the profession’s apprenticeship standards.
In a statement, the CII said that interested participants must be “experts in the field of financial advice, have a passion for giving back to the profession, and be able to review the current apprenticeship standards to consider whether the knowledge, skills, and methods of assessment currently used need to change.”
Qualified professionals will form a trailblazer group that will ensure that the current financial adviser and paraplanner apprenticeship standards are fit for purpose.
Members of the group will also need to attend quarterly two-hour-long meetings until the review and revision process has been completed.
If revisions are necessary, a working sub-group consisting of five people will be created. This sub-group will then need to meet monthly for two-hour-long meetings for a minimum of six months and come up with recommendations.
“It is important to review these standards to ensure the profession’s apprenticeships remain of the highest quality, meet the needs of employers and equip apprentices with the skills needed to assist clients with money matters,” said Manuel Thompson-Oloko, early careers manager at CII.
“Apprenticeship standards in England encompass an established set of knowledge, skills, and behaviours that have been identified by employers within the profession as being essential. To ensure these standards remain modern, relevant, and inclusive, we are proud to work with the Institute for Apprenticeships and Technical Education to establish a trailblazer group.”
Interested applicants can email [email protected] and visit www.instituteforapprenticeships.org/developing-new-apprenticeships/trailblazer-group/ for more information.
