Apprenticeship in Insurance (7414)

Last Updated: 02 Feb 2021

Product code 7414

Important Alert: Please see updated EPA information in End Point Assessment section below.

The level 3 and 4 Insurance Apprenticeships are designed for apprentices in looking for a career in specific insurance roles. Insurance Apprentices will show excellent skills and understanding of their chosen area, as well as the behaviours to deliver strong product and service competence. 

The 2 standards under 7414 are Insurance Practitioner Level 3 (7414-13) and Insurance Professional Level 4 (7414-14).

For more information about the Insurance Apprenticeships, view our handy factsheets in the ‘documents’ tab under the ‘Additional documents’ tab.  

Summary of our offer:

1. Our range of digital teaching and learning resources for Insurance Apprenticeships gives you the flexibility to choose the tools you need to support apprentices through their on-programme learning, build their confidence and competence and ensure a quality learning experience in preparation for EPA.
2. Our teaching and learning resources for Insurance Apprenticeships will give you the tools you need to support apprentices through their on-programme learning, build their confidence and competence and ensure a quality learning experience in preparation for EPA.  

3. We are on the register of end-point assessment organisations for Insurance Apprenticeships.  Our high-quality, rigorous end-point assessment (EPA), can be delivered at a convenient time for your apprentice.  Our EPA service includes a suite of guidance documents and preparation tools to get you ready for EPA. 


Training and development takes place during this part of the apprenticeship which may include a qualification if it is identified as a requirement in the standard. Formative assessment of skills, knowledge and behaviours is required in the delivery of the standard and this will be outlined in the assessment plan. Maths and English are required (level varies according to the standard). The on-programme stage has been designed to integrate with and support the Employer’s existing Performance Management processes.

The On-programme for the Insurance Practitioner is either the Certificate in Insurance (Cert CII) or the Certificate in Claims Handling (Cert CILA).   The On-programme for the Insurance Professional is either the Chartered Insurance Institute (CII) or the Chartered Institute of Loss Adjuster (CILA).

 Induction learning content: Extensive content including handouts and e-learning modules meets the mandatory requirements for any apprenticeship programme of learning:
• Health and safety
• Safeguarding and Prevent
• Equality and diversity
• British values

• Maths & English: Our Functional Skills qualifications cover the core maths and English requirements for this standard.  Our support package, e-Functional Skills is an online teaching and learning platform that guides learners from an initial diagnostic assessment, through to meeting the requirements for this standard.

End-point assessment

After careful consideration City & Guilds will no longer be continuing as an End-Point Assessment Organisation for Insurance standards after 30 September 2021. 

1. The last date for EPA registrations is 31st March 2021
2. The last date for EPA Bookings is 30th June 2021.
All EPAs must be completed before the 30th September 2021. City & Guilds will not be able to complete any End-Point Assessments after this date. 

How to register

If you’re an existing City & Guilds centre or interested in becoming a centre, make sure you’ve read our EPA manual and guidance. This will explain the process and all our terms and conditions. Our short ‘how-to’ guides and videos are a great start to help you get to grips with what to expect and how to stay on track when booking EPA and preparing apprentices for assessment. You’ll find these resources in our EPA document library

To use our quality-assured on-programme materials or end-point assessment service there are three ways to either find out more or to order what you need: 

1. If you’re an existing City & Guilds customer, go to Walled Garden and select the materials you need or register your apprentice for end-point assessment. (You may need to submit a request to deliver if you don’t yet have approval for that standard.) 

2. Get in touch with Our team can explain our different products and services and start getting you set up as a customer or give existing customers support on the new apprenticeship arrangements. 

3. Speak to your City & Guilds Business Manager about how to access our products or how to register your apprentices with us. 







Here you can find all documents related to this suite of apprenticeship.

By clicking on the section headings below, you can access a variety of documents such as the qualification handbooks and assessment materials, Statements of Purpose, and recognition letters from industry and employers.

Some documents may be password protected. Passwords can be retrieved by logging in to and visiting the Administration section of the relevant qualification catalogue page.

Interested in delivering this apprenticeship?

Find out more about how to become an approved City & Guilds centre or fill out our online customer application form