Senior Investment and Commercial Banking Professional – Level 7
Standard Number
ST0561- Version 1.0
Maximum Funding
£18,000
Pricing from: £2,520
(Discounts available based on volume).
Standard Overview
The Financial Services industry encompasses a broad range of businesses who manage or consult around managing money.
This apprenticeship will enable individuals to become highly competent senior professionals in commercial and business banking, investment management, investment consulting, investment banking or investment operations.
These roles require individuals to often work at strategic level, with significant levels of responsibility, as well as have significant occupation specific technical skills and knowledge.
Pathways: The apprentice must choose one of the following pathways: Commercial and business banking, Investment banking, Investment management or Investment operations
Facilitation of Assessment
DSW has always had a ‘digital by default’ approach to end-point assessment; this allows us to provide greater flexibility for all stakeholders while reducing fees and our carbon footprint.
- Interviews and presentations are conducted using web conferencing platforms and we’re flexible enough to use a platform of the employer’s choosing when required.
- Written exams, MCQs and Case Studies are carried out online using an invigilated assessment platform
- Portfolios and Projects are submitted to DSW in digital format for assessment
- Our assessments are also administered using an online platform, epaPRO, which provides training providers with access to results, reports and dashboards.
This is all supported by named account managers and operations contacts who are here to support you at each step of the EPA journey.
Assessment Methods
Work Based Project
- Project completed on-programme after review from Independent Assessor
- Project report completed and submitted up to four months after gateway
- Maximum word count 14,850 words
Panel Interview Supported by Portfolio of Evidence
- Portfolio gathered on-programme and submitted after gateway
- Duration of the interview will be between 120 -150 minutes
For more details, visit the IfATE website.
Grading
The Work Based Project and Panel Interview are each marked individually with a separate grade awarded for each method:
- A minimum of a Pass must be obtained in both methods to achieve an overall Pass grade
- A Distinction must be achieved in both methods to achieve an overall Distinction grade
Each assessment method is graded either a Distinction, Pass or Fail, based on the following criteria.
| Assessment Method | Pass | Distinction |
| Work Based Project | Demonstrate at Pass level: All 17 Core Learning Outcomes All 3 Learning Outcomes within the chosen specialist optionAll 9 Pass Criteria specified for the Work Based Project. | In addition to meeting the Pass Criteria: Meet at least 3 of the 5 Distinction Criteria specified for the Work Based Project |
| Panel Interview supported by Portfolio of Evidence | Demonstrate at Pass level: All 49 Core Learning Outcomes All Learning Outcomes within the chosen specialist option to be assessed through the Panel Interview. All 13 Pass Criteria specified for the Panel Interview | In addition to meeting the Pass Criteria: Meet at least 5 of the 8 Distinction Criteria specified for the Panel Interview. |
Resources
We provide a range of recourses to support the apprentice, training provider and employer prepare for end-point assessment:
- Toolkit
- Overview video
- Service overview
- Relevant webinars
Benefits and Support
DSW is a leading EPAO trusted by some of the UK’s largest employers and apprenticeship training providers to assess apprentices across a portfolio of more than 35 standards.
We combine first-class customer support, leading assessment technology and assessment expertise to deliver an EPA experience which our clients tell us is unequalled.
Benefits include:
- Assessor allocated ahead of gateway to guarantee availability and fast turnaround
- Planning meeting scheduled within 1 working day of Gateway
- Results issued within 5 working days
- Competitive pricing, reduced resit fees and no registration fees
- Dedicated account manager and operations contact
- Quality-assured assessors with extensive sector and assessment experience
- Truly collaborative, partnership approach and dedicated DSW human touch support team
- Delivery of a great learner experience with flexibility to accommodate varied learner environments
- Support materials – Guides, toolkits, webinars and use of digital platforms make EPA efficient and easy
- Engaged with other EPAOs and sector bodies to lead the standardisation of assessment methods and raise professional standards