Government sets out formal standards for adviser apprenticeships

Documents published by the Skills Funding Agency describe both the role an apprentice will undertake and what qualities are required of them by the financial services sector. The documents, which are available to download here, are a financial adviser apprentice standard and assessment plan, covering expectations for different areas of knowledge, skills and behaviours. 'Knowledge' comprises the financial services market, regulatory and compliance, product and cashflow modelling, systems and controls, and understanding clients' needs and objectives. 'Skills' consists of know your cu...