Senior Investment & Commercial Banking Professional

Enabling individuals to become highly competent senior professionals in financial services.

Standard Code


On Programme Delivery

18 months



Gateway Requirements

• Level 2 Maths and English.
• Professional Qualification completed.
• Submitted portfolio.

Pre-Assessment Meeting

• 30 minutes maximum.
• Remote telephone or video conference.
• Explanation of the assessments.

Assessment Methods

Project Assessment
• Remotely assessed by our assessors.

Portfolio Review
• Remotely reviewed by our assessors.

Panel Interview (Based on Portfolio)
• Carried out remotely.
• 60-75 minutes duration.
• Conducted and assessed by our assessor, but will have a representative from the employer and provider.


• Fail/Pass/Distinction.
• Results released within 5 working days of final assessment result.


• Sent from ESFA directly to employer.
• Certificate received 5 days after final apprentice grade is released.