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Study information

WBL - Managing Own Professional Development

Module titleWBL - Managing Own Professional Development
Module codeBEF2005DA
Academic year2023/4
Module staff

Dr Alison Sydenham (Convenor)

Duration: Term123
Duration: Weeks

48 weeks over the year

Number students taking module (anticipated)


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 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 develop and refine the skills you have built up over the course of the degree and consider your behaviours in relation to working as a Financial Services Professional. Based within professional codes of conduct and organisational policies and processes, you will develop your personal leadership 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.

Module aims - intentions of the module

This module offers a series of advanced activities aimed at developing the skills and behaviours required for practice in financial services. It seeks to pull together learning from across a variety of sources in support of proactively managing one’s own professional learning and development. Through constructive feedback from both academic and workplace mentors, the apprentice will critically reflect on their progress, developing and refining their skills and behaviours in order to establish themselves as a Financial Services Professional.  This module culminates in the production of a portfolio that draws together and evidences personal and professional development.

Intended Learning Outcomes (ILOs)

ILO: Module-specific skills

On successfully completing the module you will be able to...

  • 1. Develop critical arguments both of self and of module-related theories that support and deepen learning.
  • 2. Reflect upon professional practice to identify, evaluate and modify own behaviours using self-analysis and constructive feedback. 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

On successfully completing the module you will be able to...

  • 4. Builds/maintains strong, positive working relationships with clients/colleagues/suppliers as appropriate. Consistently supports colleagues and collaborates to achieve results. Takes a leadership role in the team when appropriate. Acts as a role model and supports others in their development as appropriate (S25,26,28,32)
  • 5. Demonstrate sound understanding of the organisation’s ‘values’ and professional standards and how these are evidenced through your role. (K3)
  • 6. Time Management (S21) Proactively plans and organises your work and time, clearly identifying priorities to meet commitments/KPIs/ deadlines.
  • 7. Problem Solving and decision making (S22): Evaluates information quickly and draws accurate conclusions. Assesses a problem from multiple angles to ensure all relevant issues are considered. Gathers the appropriate facts and evidence in order to make decisions effectively, using a structured approach. Responds appropriately to unexpected events.
  • 8. Communicating and Networking (S15,23-24) Uses strong interpersonal skills and communicates well through a range of media, using language that is meaningful to the recipient. Communicates complex information clearly. Listens actively to understand needs and adapts their style to the recipient. Builds ethically sound and trusted relationships with internal and/or external clients/customers to form the basis of a long-term partnership.

ILO: Personal and key skills

On successfully completing the module you will be able to...

  • 9. Honesty and Integrity (33-36) Truthful, sincere and trustworthy in your actions. Shows integrity by doing the right thing, demonstrating the organisation’s values. Maintains appropriate confidentiality at all times. Visible role model, and coaches’ others where appropriate. Follows and promotes appropriate organisational procedures and policies.
  • 10. Adaptability (37): Adapts positively to changing work priorities and patterns and is flexible to the needs of the organisation. Demonstrates willingness to adapt approach to assist organisation and individuals to manage priorities as circumstances change, new tasks need to be done, or when business requirements change. Responds well to change.
  • 11. Innovation and Creativity (41): Demonstrates a curious and questioning approach in your work. Is creative, innovative and enterprising when seeking solutions to business needs, whilst understanding relevant boundaries e.g. Financial Services Regulations.
  • 12. Resilience and Enthusiasm (38-40): Displays 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.

Syllabus plan

Through a series of advanced online learning activities, applied exercises and reflective assignments finance professionals can expect to develop and refine their management and leadership skills; professional effectiveness and critical reflection.  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.

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)9Taking place during scheduled face-to-face masterclasses. There will be at least 9 hours of taught input.
Seminars (Webinars)9Taking place during scheduled face-to-face webinars, there will be at least 9 hours of taught input.
Online activities and PDP coaching 48Ongoing PDP coaching throughout 48 weeks of the online module. Drawing upon academic guidance, professional development coaching and workplace mentoring.
Applied Professional Development234Guided 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
Drawing from your learning journal, produce four 500-word critical reflections which demonstrate at least 4 of the listed ILOs for the module. Equivalent to 2000 words4,6,7Academic lead will provide written and verbal feedback.
Draft reflective essay1000-1500 words1,2,5,9Academic lead will provide written and verbal feedback.
Draft critical reflection 2000-2500 words1-12Academic 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
1. Reflective essay demonstrating Sound understanding of the organisation’s ‘values’ and professional standards and how these are evidenced through your role251500 words1,2,5,9Academic tutor will provide written feedback.
2. 1,500 word personal brand webpage/document showcasing your knowledge, skills and behaviours201500 words1-12Academic tutor will provide written feedback
3. Write a critical reflection with an accompanying portfolio of evidence demonstrating how you have met 4 areas of the Apprenticeship standard552,500 words (equivalent to 4,500 words with portfolio)1-12Academic 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
As per original1500 words, 25%1,2,5,96 weeks
As per original1500 words, 20%1-126 weeks
As per original4500 words or equivalent, 55%1-126 weeks

Re-assessment notes

Defer – as first time

Refer – capped at 40%

Indicative learning resources - Basic reading

Recommended text:

Cottrell, S. (2015) 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

Key words search

Personal effectiveness, interpersonal effectiveness, self-development, personal development, career management.

Credit value30
Module ECTS


Module pre-requisites


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NQF level (module)


Available as distance learning?


Origin date


Last revision date