Financial Services Professional

Level 6 Apprenticeship
Financial Services Professional

Enquire now

Who is this programme for?

The Financial Services industry offers a wide range of career opportunities. The sector requires professionals with deep domain expertise and an ability to operate in a highly regulated, digitised world. From retail banking to investment management, this programme can be tailored to a wide range of specialisms and develops the skills, knowledge and behaviours required to rapidly accelerate capability and careers, creating the next generation of experts and leaders. Typical roles include:

  • Individual Banking Manager
  • Corporate Account Manager
  • Investment Analyst
  • Business Performance Manager

How does Davies deliver?

Our programme is built around a professional apprenticeship. The learning is wrapped around and incorporates daily work, this is supplemented by ‘off the job’ development, which on average accounts for 6 hours per week (completed within paid time). Access to all of our training content is via our digital platforms enabling 100% remote delivery. This incorporates:

  • Virtual classroom learning & workshops
  • Online learning (accessed via PC or mobile)
  • 121 coaching & support from industry practitioners
  • Professional Qualification Support

What does the programme cover?

This programme will develop Knowledge, Skills, and Behaviours and will provide people with the awareness and capabilities required to accelerate their career in Financial Services.


Industry & Organisational Understanding | Financial Services Legal / Regulatory Compliance | Products & Services | Client / Customer Segments | Systems & Processes


Client / Customer Relationships | Delivering Services | Strategy & Planning | Problem Solving & Decision Making | Communication & Networking | Teamwork & Collaboration | Continuous Improvement | Developing Self & Others


Honesty & Integrity | Adaptability | Resilience & Enthusiasm | Innovation & Creativity | Attention to Detail

Programme details

Level 6 Apprenticeship

Professional qualifications

CII Advanced Diploma in Financial Planning
CBI Associate Chartered Banker Diploma CBI Advanced Diploma in Banking and Leadership in a Digital Age
CFA Level 1

Duration: 24 – 36 Months
Funding Band: £18,000

Entry requirements
  • To have the right to work in the UK
  • To have lived in the UK/EEA continuously for the past three years
  • At least a grade 4/C GCSE (or equivalent) in Maths and English
  • To have passed the Davies aptitude test
Enquire now