Apprenticeship in Financial Services

This page offers successful tools, program examples, and other resources that can be used to help expand apprenticeship in the financial services industry.

General Information and Outreach Resources

• Financial Services Industry Fact Sheet
• Competency Model for Financial Services
• Financial Services Career Map
• Finance and Insurance Workforce Data
• Finance and Insurance Career Pathways

Developing Financial Services Apprenticeships

• UK Standards for Financial Services Customer Advisor, Senior Financial Services Customer Advisor, Financial Services Professional, Financial Services Administrator, Senior Investment/Commercial Banking Professional, Senior Compliance/Risk Specialist, Financial Advisor, Insurance Practitioner, Insurance Professional, Senior Insurance Professional, Mortgage Advisor, and Actuarial Technician
• Registered Apprenticeship Standards Library (Urban Institute)
• Can Apprenticeships Fill the Financial Industry’s Skills Gap?
• National Occupational Frameworks for Registered Apprenticeship in Finance and Insurance (Urban Institute)

Examples of Apprenticeship Programs in Financial Services

• Aon Apprenticeship Program
• The Hartford Claims Apprentice Program
• JPMorganChase Financial Services Apprenticeships
• Louisiana Department of Insurance Bail Bond Apprentice Program
• Independent Insurance Agents of Washington and Pierce Community College
• California Department of Insurance Apprentice Public Insurance Adjuster
• CFP Board Apprenticeship Pathway

Organizations Working on Apprenticeship/Workforce in the Industry

• InVEST - Insurance Education for Future Leaders
• Chicago Apprenticeship Network
• Accenture Academy

• Last Updated:
• Created:
• Resource Publication Date: 2017
• Posted by: Grace McCall
• Posted in: Apprenticeship