Companies in the financial services industry face complex workforce challenges in increasingly competitive domestic and global markets. Apprenticeship is a proven solution for recruiting, training, and retaining world-class financial talent.
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
- Career Paths in Financial Services
- New Jersey’s Financial Services Industry Cluster
- Finance and Insurance Workforce Data
- Can Apprenticeships Fill the Financial Industry’s Skills Gap?
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
- Sample Work Process Standards
Examples of Apprenticeship Programs in Financial Services
- Aon Apprenticeship Program
- The Hartford Claims Apprentice Program
- Harper College General Insurance Apprenticeships
- JPMorganChase Financial Services Apprenticeships
- Louisiana Department of Insurance Bail Bond Apprentice Program
- Wells Fargo Apprenticeships for Veterans
- Wisconsin Youth Apprenticeships in Finance and Financial Services Professional Registered Apprenticeship
- Zurich Insurance – North America Apprenticeship Program
- Independent Insurance Agents of Washington and Pierce Community College
- California Department of Insurance Apprentice Public Insurance Adjuster
- CFP Board Apprenticeship Pathway
Additional Resources for Financial Services Workforce Development
- Finance and Insurance Career Pathways
- The Changing Workforce: Future Talent Trends Impacting Pooling and the Insurance Industry
- Diversity Champions Report
- New Jersey’s Financial Services Industry Cluster
Organizations Working on Apprenticeship/Workforce in the Industry
