Specification - First teaching September 2022 - Version 1 December 2021 - T Level Technical Qualification in Finance

Oct 20, 2026

Uploaded by Jacob

Specification for the Pearson T Level Technical Qualification in Finance, including publication details and copyright information. Sets out how the qualification supports career-ready education through a two-year Level 3 programme combining classroom theory, practical learning, and a minimum 315 hours of industry placement. Explains the role of industry collaboration in shaping the outline content, threshold competence for occupational components, and integration of English, maths, and digital competencies. Includes an overview of qualification structure, core and occupational content, assessment arrangements, grading, and entry/delivery information.

LanguageEnglish

CategoryExam

FormatPDF

Pages228

Reading Time9 h 35 min

AccessFree to download

Qualification summary and key information

Introduction to the Technical Qualification in Finance

Qualification structure

Total Qualification Time (TQT) and Guided Learning Hours (GLH)

Technical Qualification aims and purpose

Student profile and progression

Prior learning requirements

Transferring between T Levels

What does the qualification cover?

Core Component

Detailed content

Specialist Core Knowledge and Understanding across Finance Pathway

Scheme of Assessment – Core Component

Resources for the delivery of the Core Component content

Occupational Specialist content – Finance

Retail and Commercial Banking Analyst

Scheme of Assessment – Retail and Commercial Banking Analyst

Resources for the delivery of Retail and Commercial Banking Analyst

Investment Banking and Asset and Wealth Management Analyst

Scheme of Assessment – Investment Banking and Asset and Wealth Management Analyst

Resources for the delivery of Investment Banking and Asset and Wealth Management Analyst

Insurance Practitioner

Scheme of Assessment – Insurance Practitioner

Resources for the delivery of Insurance Practitioner

Financial Compliance/Risk Analyst

Scheme of Assessment – Financial Compliance/Risk Analyst

Resources for the delivery of Financial Compliance/Risk Analyst

Specification First teaching from September 2022 Version 1 December 2021 T Level Technical Qualification in Finance Specification First teaching September 2022 Version 1 December 2021 About Pearson Pearson is the world's leading learning company, with 25,000 employees in more than 70 countries working to help people of all ages to make measurable progress in their lives through learning. We put the learner at the centre of everything we do, because wherever learning flourishes, so do people. Find out more about how we can help you and your learners [at qualifications.pearson.com](at qualifications.pearson.com) Publication code VQ000178 All the material in this publication is copyright © Copyright in this specification belongs to, and is used under licence from, the Institute for Apprenticeships and Technical Education 2021 Welcome to career-ready education T Levels are new two-year, Level 3 study programmes that will follow the study of GCSEs and Technical Awards at Key Stage 4 and offer an attractive alternative to A Levels and Apprenticeships. T Levels will combine classroom theory, practical learning, and a minimum 315 hours of industry placement with an employer to make sure students have real experience of the workplace. The Technical Qualification (TQ) is the main classroom-based element of the T Level and students will learn from a curriculum that has been shaped by industry experts. During the two-year programme, students will learn the core knowledge that underpins each industry, and they will also develop occupationally specific skills that will allow them to enter skilled employment within a specific occupation. The T Level programmes have been developed in collaboration with employers and businesses so that the content meets the needs of industry and prepares students for work. They provide the knowledge and experience needed to open the door to highly skilled employment, an Apprenticeship or higher-level study, including university. Technical Qualification and collaboration The Outline Content for the T Level Technical Qualification in Finance has been produced by T Level panels of employers, professional bodies, and providers, based on the same standards as those used for Apprenticeships. Employers involved in designing the Outline Content include the Bank of England, London Institute of Banking and Finance, Lloyds Banking Group and AAT. Pearson has used the Outline Content to form the basis of the Technical Qualification specification. This includes: ● elaboration of the Outline Content to produce a specification that gives Providers an accurate interpretation of what needs to be taught and assessed ● enabling students to achieve threshold competence in relation to each Occupational Specialist Component ● the integration of English, maths and digital competencies. Students who complete a T Level Technical Qualification in Finance will be able to choose between moving into a skilled occupation or further study including higher education; for example, a higher or degree level Apprenticeship, or higher-level technical study. Therefore, it was essential that the qualification was developed in close collaboration with experts from professional bodies, businesses, and universities, and with the Providers who will be delivering the qualification. Our engagement with experts during the development of the qualification ensures the content will meet your needs and give students quality preparation to help them progress. We are grateful to all university and further education lecturers, teachers, employers, professional body representatives and other individuals who have generously shared their time and expertise to help us develop this new qualification. Employers and professional bodies who have worked with us, including: ● Santander ● RU Group ● Ashton Lark ● SimplyBiz ● LGT Vestra Contents 1. Qualification summary and key information 1 2. Introduction to t

FAQs

What is the Technical Qualification in the T Level Technical Qualification in Finance programme?

It is the main classroom-based element of the T Level, taught through a curriculum shaped by industry experts. Learners develop core knowledge and occupationally specific skills for skilled employment within a specific occupation.

How is the T Level Technical Qualification in Finance content developed?

The Outline Content is produced by T Level panels of employers, professional bodies, and providers using standards aligned with Apprenticeships. Pearson uses the Outline Content to elaborate the specification for accurate teaching and assessment, including threshold competence and integration of English, maths, and digital competencies.

What does the specification include regarding assessment and grading?

It provides scheme of assessment information for the core and each occupational specialist component, and describes grading and results reporting. It covers calculation of the Technical Qualification grade and T Level grade, including awarding processes and reporting.

Oct 20, 2026

Uploaded by Jacob