Financial Services Professional (CISI) - The art of Professional Development Planning

Module description

This module offers a series of activities aimed at developing the personal effectiveness and interpersonal skills of young finance professionals. It seeks to pull together learning from across a variety of sources in support of proactively managing one’s own learning and development. The ability to produce a coherent and well-informed PDP is an essential part of doing well in both academic and professional practise. Using skills of reflection, apprentices will regularly pause to consider what information is available to them in order to shape their development and demonstrate progression.

This yearlong module is focused on ‘Self’ and provides an important foundation upon which to develop your career in financial services. The emphasis is on the development of personal effectiveness and interpersonal excellence, both of which are an essential part of creating a positive impact within the workplace. Personal effectiveness includes managing own learning, the identification of personal development needs and taking responsibility for the achievement of learning objectives. Interpersonal excellence is focussed upon the communication skills necessary to play a significant role within teams, department and the wider organisation. The personal development planning processes is determined at the start of your programme and regularly revisited as you move through the year.

Full module specification

Module title:Financial Services Professional (CISI) - The art of Professional Development Planning
Module code:BEF1005DA
Module level:1
Academic year:2021/2
Module lecturers:
  • Mrs Cleofe Board - Convenor
Module credit:40
ECTS value:






Duration of module: Duration (weeks) - term 1:


Duration (weeks) - term 2:


Duration (weeks) - term 3:


Module aims

Through a series of activities and exercises, apprentices will identify the strengths, values and personality drivers that shape them, using that awareness to manage their own personal development planning. Through constructive feedback from both academic and work place mentors, the apprentice will review their progress, adjusting and adapting as they progress through their first year at work. This module culminates in the production of a portfolio that draws together and evidences personal and professional development.

ILO: Module-specific skills

  • 1. Proactively plan and record own personal development - using self-analysis and constructive feedback.
  • 2. Reflect upon professional practice to identify, evaluate and modify own behaviours. Recognise where learning originates and translate new knowledge into own PDP.
  • 3. Compile, manage and edit a portfolio of evidence in support of own progression against the relevant Degree Apprentice learning objectives.

ILO: Discipline-specific skills

  • 4. Keep up to date with changes in all areas of own role; shows commitment to the job and the industry. Aware of your role within a team, how your team fits within the business and how the team’s decisions impact on others.
  • 5. Build positive relationships with clients and colleagues using sound interpersonal and influencing skills. Exercise autonomy and judgement within broad parameters. Find effective ways to resolve issues. Escalate decisions and issues when necessary.
  • 6. Illustrate arguments using reflections upon own practice and drawing from reading of assigned academic texts.

ILO: Personal and key skills

  • 7. Professional impact: Adopt high quality written and verbal communication skills as appropriate for communicating with internal and external clients.
  • 8. Adaptability: Accept changing priorities and work patterns when new jobs need to be done, or when requirements change.
  • 9. Communication: Demonstrate awareness of interpersonal skills of effective listening, influencing techniques, negotiating and persuasion.
  • 10. Motivation: Show drive and energy in their work, when things are going well and when challenges arise.
  • 11. Integrity: Be Truthful, sincere in your actions and do the right thing (even when not the easiest). Handle client information confidentially.

Learning activities and teaching methods (given in hours of study time)

Scheduled Learning and Teaching ActivitiesGuided independent studyPlacement / study abroad

Details of learning activities and teaching methods

CategoryHours of study timeDescription
Seminars (Master classes)40 Taking place during the face-to-face seminars there will be at least 12 hours of taught input. One week residential for Grand Challenges (28).
Online activities and PDP coaching 48Ongoing PDP coaching throughout 48 weeks of module. Working with module tutor, peers and academic mentor.
Applied Professional Development312Guided and independent learning which will be applied to the work context in consultation with a manager from the organisation. It will include a mixture of reading material, self-development exercises, online discussion forums, self-assessments, videos, and 360-degree feedback.

Formative assessment

Form of assessmentSize of the assessment (eg length / duration)ILOs assessedFeedback method
Prepare a draft of own personal development plan – following initial needs analysis. Equivalent to two sides of A4. 1,2,5,6Academic lead will provide written feedback.
Produce ten 500-word reflective logs, tracking personal development process. Equivalent to 5,000 words.1-11Academic lead with provide written and verbal feedback.

Summative assessment (% of credit)

CourseworkWritten examsPractical exams

Details of summative assessment

Form of assessment% of creditSize of the assessment (eg length / duration)ILOs assessedFeedback method
At the end of term one: Produce a revised and considered personal development plan this will form the framework of the DA professional portfolio20Equivalent to 1,500 words1,2,5,6,10Academic tutor will provide written feedback.
At the end of term two: Complete the reflection template and produce a 3 minute video which captures examples of how your personal effectiveness has improved since the start of your apprenticeship OR Create a presentation with accompanying notes equivalent to 1000 words (For JP Morgan Students only)203-minute video plus completion of reflection template OR Presentation with accompanying notes equivalent to 1000 words (For JP Morgan Students only)1 - 11Academic tutor will provide written feedback.
At the end of Exploring to Excel week: Prepare and deliver a 15-minute presentation plus accompanying slide deck. The role of research in moving society forwards.2015 minutes plus Q&A 7,8,9,10Academic tutor and peers will provide verbal and written feedback.
In your final term: Select from amongst your marked reflective pieces and prepare a portfolio containing six shining examples that demonstrate your development40Equivalent to 3,000 words1 - 11Academic tutor will provide written feedback

Details of re-assessment (where required by referral or deferral)

Original form of assessmentForm of re-assessmentILOs re-assessedTimescale for re-assessment
1. As per orginal: PDP As original, equivalent to 1,500 words (20%)1,2,5,6,106 weeks
2. As per original As original, 10-minute video plus 500-word written reflection1-116 weeks
3. As per original: a 15minute presentation plus accompanying slide deckAs original, 15 minutes plus Q&A 7,8,9,106 weeks
4. As per original: a reflective assignment portfolioAs original, Equivalent to 3,000 words1-116 weeks

Re-assessment notes

Defer – as first time

Refer – capped at 40%

Syllabus plan

Through a series of online learning activities, applied exercises and reflective assignments apprentices can expect to explore Personal Effectiveness and Interpersonal impact. Amongst other things this will include; Service delivery, communication, teamwork and collaboration, honesty and integrity, adaptability and enthusiasm.

Indicative learning resources - Basic reading

Recommended text:


Cottrell, S. (2010) Skills for success: personal development and employability. Palgrave Macmillan

Day, T. (2018) Success in Academic Writing. Palgrave Study Skills. Palgrave Macmillan.

Miller, D. (2014) Brilliant Personal Effectiveness: What to know and say to make an impact at work. Pearson: UK 

Supplementary text:


Cottrell, S (2017) Critical Thinking Skills; Developing Effective Analysis, argument and reflection.

Palgrave Macmillan:

Paul, D., Cadle, J., & Thomas, P (2012) The Human Touch: Personal Skills for Professional Success. BCS: UK

Winstanley, D. (2009) Personal Effectiveness. Excel Books: UK


Module has an active ELE page?


Origin date


Last revision date