Chartered Banker Institute Gains Level 7 EPA Status

  • 6 June 2019
  • News | Press release

The Chartered Banker Institute is delighted to announce that it has been accepted as an Apprenticeship Assessment Organisation (AAO) to carry out the End Point Assessment (EPA) for the Level 7 Senior Investment/Commercial Banking Professional Apprenticeship Standard.

The Institute is proud to be an End Point Assessment Organisation (EPAO) for financial services apprenticeships, working with apprenticeship providers and employers to “sign off” apprentices.

The Institute already acts as an EPAO for the Level 2 Financial Service Customer Adviser Standard, the Level 3 Senior Financial Service Customer Adviser Standard and the Level 6 Relationship Manager (Banking) Standard as part of the ‘trailblazers’ apprenticeship learning programme.

Simon Thompson, Chief Executive of the Chartered Banker Institute commented:

“Apprenticeships demonstrate the knowledge, skills and behaviours expected of professional bankers.

The Institute has a long and proud history of being the standard-setting, accrediting and awarding body for the banking industry and in recent years we have led the way in enhancing and sustaining professional standards in the sector

We are delighted to be granted End Point Assessment (EPA) status for the Level 7 Senior Investment/Commercial Banking Professional Apprenticeship Standard, completing the set of EPAs offered at Levels 2, 3 6 and 7.”



Matthew Ball

Matthew Ball

Head of Public Affairs, Policy & Communications


Matthew is responsible for leading the implementation of the Institute’s strategic and operational plans for public affairs, communications and thought-leadership.

Matthew has over 20 years’ experience working as a senior Parliamentary/Political Affairs Professional with a wealth of skills across all areas of public affairs, joining the Institute in 2015 to help raise its profile with key stakeholders. Matthew has worked for MPs, co-founded a public affairs agency and run think-tanks providing him with considerable knowledge of the operations of regulators and government. He is also an expert in the UK Parliamentary Process.

Matthew was Administrative Secretary to the All-Party Parliamentary Group for Building Societies and Financial Mutuals between 2003 and 2013 and immediately prior to working for the Institute, was Chief Executive of the financial services think-tank, New City Agenda.

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