Attendees particularly value the consistent, personal support from knowledgeable, approachable tutors, who explain complex financial-services topics clearly, guide revision and assessments, and respond quickly to questions. They describe accessible materials, well-structured learning, practical workshops and workplace assignments that build confidence and usable skills. Trainers’ friendly, engaging style helps learners progress into the industry, although some feel a few tasks are less relevant and online sessions can limit interaction.
Generated from recent reviews; may not reflect every review
About this course
Government Funded Apprenticeships
Financial services apprenticeships are becoming an increasingly popular way to develop highly skilled team members by combining work-based training with industry-recognised, professional qualifications.
Simply Academy currently offers four financial services apprenticeship standards
• FS Administrator
• Insurance Practitioner
• Mortgage Adviser
• Financial Adviser
Each program, helps apprentices develop the skills, knowledge, and behaviours needed for their roles, resulting in highly knowledgeable and professionally qualified employees.
Benefits of choosing a Simply Academy apprenticeship include:
• Cost-effective training with potential for up to 100% funding
• CII or LIBF qualification tailored to specific apprenticeship
• Professional training from a dedicated, reputable provider
• Increased employee morale and loyalty
• Development of relevant skills, knowledge, and behaviours
• Free recruitment service
• Opportunity to train and upskills existing staff
What you will learn
Financial Services Administrator Apprenticeship
This apprenticeship standard is perfect for learners starting an entry level role in the financial sector and provides the foundation knowledge, skills and experience for further progression in the future. Upon completion of this programme, the learner will receive a recognised qualification from either LIBF or CII awarding bodies which can be enhanced with future learning.
Insurance Practitioner Apprenticeship
Our Level 3 Insurance Practitioner Apprenticeship program is an excellent entry point for those looking to start a career in insurance while gaining practical experience and industry-specific skills. This apprenticeship combines academic knowledge with hands-on training, giving participants a thorough understanding of the insurance field.
Mortgage Adviser Apprenticeship
For budding mortgage advisers, this apprenticeship standard is perfect for those looking to develop the knowledge and skills required to work within this specialised role. Completion of this programme will see the learner obtain the full Certificate in Mortgage Advice and Practice (CeMAP), the regulatory qualification for mortgage advisers, as well as the knowledge and skills needed to become a competent and confident mortgage adviser.
Financial Adviser Apprenticeship
The Financial Adviser apprenticeship standard is a perfect starting point or progression route for those looking to develop within financial services. Structured so the learner gains both experience and confidence within the role, but also a highly relevant qualification, upon completion of the programme, learners will receive the coveted LIBF Diploma for Financial Advisers (DipFA) or the CII awarded Diploma for Financial Planning (DipFP) qualification.
Course video
Recent reviews
The content was good on the learning events and webinars, but overall there wasn't much interaction with other students on the course or any other coaches, other than a half an hour tutorial every 3 weeks.
Have worked with Simply Academy for over 10 years now. In every instance I have been impressed. The study material is simple and easy for trainees to understand and the support for the apprentice is second to none. They are also there to support me as the principle with everything from recruitment to final sign off. I have and will continue to recommend them to everyone and look forward to working with them again very soon.
This course has taught me many things about finance and has allowed me to grow my industry knowledge and life skills in general. Everyone has been supportive in the office allowing me to learn from colleagues and to allow me to be independent and think for myself which has allowed me to grow to become an efficient independent worker