Financial Planner — Level 4
Develop professionals who can build client relationships and support the delivery of suitable financial planning solutions.
Enquire about this apprenticeship
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Develop the capabilities your business needs
The Financial Planner pathway sits within the Paraplanner and Financial Planner Level 4 apprenticeship standard.
Skillcert can discuss the suitability of this apprenticeship for your employee roles, training needs and development objectives.
Who is it for?
Employers looking to develop employees in relevant financial services roles, subject to the apprenticeship eligibility and programme requirements.
Programme at a glance
Availability: Open for employer enquiries
Typical training duration: 24 months (assessment period may be additional)
Maximum funding band: £13,000 (not a course price or guaranteed funding)
Apprenticeship standard: ST1301, Financial Planner option
Assessment: Assessment follows the approved apprenticeship assessment plan for the Financial Planner option, including the applicable mandatory qualification and apprenticeship assessment requirements. See the official standard for the current detailed assessment methods.
Funding eligibility and employer contributions depend on current rules and individual circumstances. Official Skills England standard. Information checked 10 October 2026; recheck before publication and new starts.
How the apprenticeship supports employers
Develop talent
Support structured professional development within your organisation.
Apply learning at work
Connect training to the employee's day-to-day responsibilities.
Discuss your options
Speak with Skillcert about the programme, funding and suitability.
Discuss your apprenticeship requirements
Tell us about your organisation and training needs. You can also request a telephone call from our team.