Description
Apprenticeship overview
Build strong foundational knowledge across investment products, services, and regulatory frameworks to excel quickly in your role. You’ll learn how the investment market operates in practice, gaining insight into risk management processes and becoming confident with a wide range of investment instruments. The programme develops high‑level skills across investment management, consulting, trading, and reporting, while strengthening your ability to manage client relationships and operate responsibly within regulations. Training is delivered by experienced industry professionals and leads to either the CISI Investment Operations Certificate (IOC) or the CFA Investment Management Certificate (IMC).
Who’s eligible?
- Significant work experience
- Minimum of 3 A-Levels with GCSE English and Mathematics
Targeted Skills
- Understanding investment products, markets, and regulatory frameworks
- Applying effective risk management principles in real‑world scenarios
- Using investment systems, data, and processes confidently
- Managing and supporting strong client relationships
Providing informed, compliant advice across investment operations and services
Who is this programme for?
Created for those looking to start their career in investment and empowered by expertise tailored for the future of finance. This apprenticeship is ideal for Investment Operations Specialists and Operations Executives