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Financial Services Professional (Investment Banking JPM) - Managing Your Academic, Professional and Personal Development

Module description

This module is focused on establishing oneself as a Financial Service Professional and provides an important foundation upon which to further develop your career. Drawing upon academic guidance, professional development coaching and workplace mentoring, you will have a wealth of inspiration and advice to guide and support your own professional development planning.

Exploring the essential requirements of professional practice, you will consider aspects of trust; client management; strategy; managing own workload; planning and prioritisation; innovation; problem solving and ethical decision making. Based within professional codes of conduct and organisational policies and processes you also have an opportunity to determine your own approach to excellence in your role, identifying and building upon personal values, skills, strengths and experience.

This module is a part of the formal process of portfolio building in which you are required to evidence the knowledge skills and behaviours set out in the level 6, degree apprenticeship standards for the Financial Services Professional. The personal development that you undertake and the activities, assignments and reflections that you produce, all offer material for your final EPA professional portfolio and panel interview.

Full module specification

Module title:Financial Services Professional (Investment Banking JPM) - Managing Your Academic, Professional and Personal Development
Module code:BEF2006DA
Module level:2
Academic year:2023/4
Module lecturers:
  • Ms Jenny Tunley Price - Convenor
Module credit:15
ECTS value:






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


Duration (weeks) - term 2:


Duration (weeks) - term 3:


Module aims

This module offers a series of activities aimed at developing the necessary skills for academic success at Level 5 as well as the skills and behaviours required for professional practice in financial services. It seeks to pull together learning from across a variety of sources in support of proactively managing your own academic and professional learning and development. The ability to produce a coherent and well-informed career plan against a clear set of industry standards is an important part of doing well in both academic and professional practise. Using skills of self-analysis and critical reflection, finance professionals are required to consider what learning is available to them through both formal study and professional practise in order to shape their development and demonstrate progression towards the requirements of the Apprenticeship Standard

ILO: Module-specific skills

  • 1. Evaluate information quickly and draw accurate conclusions. Use a structured approach to gather the appropriate facts and evidence in order to make decisions effectively. Use critical thinking to discern between available options. (AS 27)
  • 2. Develop skills in different forms of academic writing. (AS 27, 28, 52, D7)
  • 3. Reflect upon professional practice to identify, evaluate and modify own behaviours. Recognise where learning originates and translate new knowledge into own PDP. Seek feedback and acts on it to improve own performance. Build your capability through ownership of your own development. (AS 41 & 42)
  • 4. Compile, manage and edit a portfolio of evidence in support of own progression against the relevant Degree Apprentice learning objectives.

ILO: Discipline-specific skills

  • 5. Ensure that the relevant policies of the organisation for own area of specialisation are met in order to carry out all required activities using agreed systems and processes. Sound understanding of the organisation’s values and professional standards and how these are evidenced through your role. (AS 4, 7, 15, 16)
  • 6. Proactively plan and organise own work and time, clearly identifying priorities to meet commitments, KPIs and deadlines. (AS 26)
  • 7. Create innovative and enterprising solutions to business needs, whilst understanding relevant boundaries e.g. financial services regulations. (AS 53)

ILO: Personal and key skills

  • 8. Professional impact: build ethically sound and trusted relationships with internal and/ or external clients to form the basis of long-term partnerships. (AS 18)
  • 9. Adaptability: Adapt positively to assist organisation and individuals to manage priorities as circumstances or business priorities changin. Engage and network proactively with Client/customers and colleagues, including senior management, as required, to deliver business outcomes. (AS 48 & 33).
  • 10. Communication: Use strong interpersonal skills and communicating well through a range of media, using language that is meaningful to the recipient e.g. written reports, presentations, phone, face to face, email. Communicate complex information clearly. Listen actively to understand needs and adapts your style to the recipient. (AS 31 & 32)
  • 11. Motivation: Consistently support colleagues and collaborate to achieve results. Aware of own role within team, how their team fits within the business, and how the team’s decisions impact on others. Display energy, determination and enthusiasm in the way you go about your role, dealing positively and with determination when setbacks occur, or when managing difficult situations. (AS 35, 36, & 49)
  • 12. Integrity: Be truthful, sincere and trustworthy in own actions. Show integrity by doing the right thing, demonstrating the organisation’s Values, always Maintains appropriate confidentiality. Follow and promote appropriate organisational procedures and policies. (AS 44, 45, 46, 47)

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)16Taking place during scheduled face-to-face or online masterclasses and webinars there will be at least 16-hours of taught input.
Online activities and PDP coaching 44Ongoing PDP coaching throughout 48-weeks of the online module. Drawing upon academic guidance, professional development coaching and workplace mentoring.
Applied Professional Development90Guided 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
Develop a reflective blog that covers at least 6 of the Intended Learning Outcomes over the duration of the module. (min 300 words per entry)44 weeks1-12 plus those related to chosen topicsAcademic lead will 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
10 minute presentation + Q&A401,500 words1, 2, 3, (7, 9)Academic tutor will provide written and verbal feedback
Personal Development Plan 602,000 words1,2,3 plus chosen behaviours.Academic 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
10 minute presentation + Q&A (40%)Report (1,500 words, 40%)1, 2, 3, (7, 9)6 weeks
Personal Development Plan (60%)Personal Development Plan (2,000 words, 60%)1,2,3 plus chosen behaviours6 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 finance professionals can expect to explore and the skills of service delivery; strategy and planning; problem solving; decision making; communication; networking; teamwork and collaboration; continuous improvement developing self and others.  In addition, through portfolio building, they are expected to demonstrate and evidence the behaviours of honesty and integrity; adaptability; resilience and enthusiasm; innovation and creativity; and attention to detail.

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.

Kahneman, D. (2012) Thinking Fast and Slow. Penguin: UK

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


ELE– Web-based and electronic resources will be posted and made available throughout the module

Module has an active ELE page?


Origin date


Last revision date