Paraplanner Apprenticeship Standard

Level: 4
Qualification: Apprenticeship
Course Length: 24 months
The knowledge and skills for a successful paraplanner

Paraplanners support financial advisers by preparing financial plans for customers, performing investment research, making preliminary financial planning recommendations, and coordinating marketing events.

As an apprentice Paraplanner you will be joining a fast growing community of talented professionals with significant future earnings potential.

Apprentice paraplanners gain working knowledge of the financial services industry, financial modelling and financial reporting processes. The apprentice will do this whilst completing your CertPFS (Certificate in Paraplanning) through the Chartered Insurance Institute.

Certificate in Paraplanning (Cert PFS)

The knowledge and skills for a successful paraplanner

The level 4 Certificate in Paraplanning offers a dedicated qualification route, developing paraplanning skills, expertise and advanced technical knowledge in several key advisory areas.

As part of the Level 4 Certificate you will need to achieve the following CII modules:

R01    Financial services, regulation and ethics

R02    Investment principles and risk

R03    Personal Taxation

J09     Paraplanning


This course is idea for:

Senior and mid-level paraplanners looking to further their knowledge.

New industry entrants, graduates or otherwise aspiring to become paraplanners or looking for an entry route into financial planning.


The apprenticeship portfolio will include competency based evidence of:

Financial Services Markets

Regulatory & Compliance


Systems and Processes

Quality service delivery

Customer communication & relationships

Team working and collaboration

Planning and prioritising

Using systems and processes

Honesty and Integrity




Personal Commitment


Upon completion of the Certificate in Paraplanning and the Apprenticeship Portfolio:

Apprentices will need to pass an End Point Assessment for this apprenticeship standard. This will involve professional discussion with industry experts.


Click here to view the full apprenticeship standard

All our apprenticeships are delivered through blended learning techniques. This means there will be a mixture of self-studying, theory delivered by your tutor either online or in person, a series of one-off webinars followed up with seminars delivered by our carefully selected ‘sector experts’. Our e-portfolio software allows you to access your work and view your progress at any time, from any device.

Thank you for your enquiry, we will endevour to get back to you as soon as we can.
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