Financial Services Professional

Step into financial leadership with expert training and specialist paths in investment management and banking. Build advanced skills, shape your career, and lead the conversation, whilst gaining a professional qualification from either the Chartered Banker Institute (CBI) or the CFA Institute

Who's eligible?

  • Four year’s relevant work experience

  • GCSEs with grades 9 to 4 (A* to C) in English

  • A good level of maths ability

To apply for this programme you must be employed in a relevant role.

Targeted Skills

  • Digital & Data Proficiency
  • Customer Experience & Digital Engagement (CBI Pathway)
  • Agile & Adaptive Leadership
  • Financial Acumen
  • Skills for the Future of Work

Chartered Banker Pathway

   

Investment Management Pathway

Who is the programme for?

Created for finance professionals looking to enhance their role with advanced technical skills and push their career further.

Suitable roles include:

Retail Banking: Retail Banking Manager, Retail Branch Manager, Head Office management, Individual Banking Manager, Relationship Manager (Retail)

Commercial/Business Banking: Commercial Relationship Manager, Corporate Account Manager, Commercial Product Specialist, Corporate/Business Banking Support Manager, Relationship Manager (Corporate)

Investment Management: Research Analyst, Financial Analyst, Investment Analyst, Credit Analyst, Junior Dealer, Assistant Portfolio Manager, Trainee Investment Manager, Trainee Investment Advisor, Investment Consulting Analyst, Client facing Analyst

Ready to apply?

Please review all content in your essential information box.

Next steps...

Key information and how to apply can be accessed here:

Essential Information

Please download and review these files

Description

Step into financial leadership with expert training and specialist paths in investment management and banking. Build advanced skills, shape your career, and lead the conversation, whilst gaining a professional qualification from either the Chartered Banker Institute (CBI) or the CFA Institute

Who’s eligible?

  • Four year’s relevant work experience

  • GCSEs with grades 9 to 4 (A* to C) in English

  • A good level of maths ability

To apply for this programme you must be employed in a relevant role.

Targeted Skills

  • Digital & Data Proficiency
  • Customer Experience & Digital Engagement (CBI Pathway)
  • Agile & Adaptive Leadership
  • Financial Acumen
  • Skills for the Future of Work

Chartered Banker Pathway

 

 

Investment Management Pathway

Who is the programme for?

Created for finance professionals looking to enhance their role with advanced technical skills and push their career further.

Suitable roles include:

Retail Banking: Retail Banking Manager, Retail Branch Manager, Head Office management, Individual Banking Manager, Relationship Manager (Retail)

Commercial/Business Banking: Commercial Relationship Manager, Corporate Account Manager, Commercial Product Specialist, Corporate/Business Banking Support Manager, Relationship Manager (Corporate)

Investment Management: Research Analyst, Financial Analyst, Investment Analyst, Credit Analyst, Junior Dealer, Assistant Portfolio Manager, Trainee Investment Manager, Trainee Investment Advisor, Investment Consulting Analyst, Client facing Analyst