Adviser apprenticeship standards to be reviewed

To make sure they ‘remain modern, relevant and inclusive’

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The Chartered Insurance Institute (CII) is looking for financial advisers and paraplanners to review apprenticeship standards for the profession.

The professional body is working with the Institute for Apprenticeships and Technical Education (Ifate) to find members for a “trailblazer group” that will be tasked with reviewing the adviser apprenticeship standards to ensure they are fit for purpose.

The CII said that interested participants will “ideally 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”.

Details

Members of the group will need to attend quarterly two-hour meetings until the completion of the review process.

If it determines revisions are necessary, a working sub-group consisting of five people will be created.

The sub-group would need to meet monthly for two-hour meetings for a minimum of six months.

‘Highest quality’

Manuel Thompson-Oloko, early careers manager at the CII, said: “Professional development and supporting access to careers in the personal finance profession is at the heart of what we do at the Chartered Insurance Institute.

“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.

“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.”

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