Financial Services Professional (CFA Level 1)

• Work based activity related to the programme and documented in a series of reflective statements
• Chartered Financial Analyst (CFA) Level 1
• A work-based project designed to evidence change management skills

The CFA Level 1 is a demanding qualification requiring a good level of maths competence, ideally at A-Level or equivalent.

Who will benefit

• Those in an investment management/asset or fund management role e.g. Research Analyst, Financial Analyst, Investment Analyst, Credit Analyst, Junior Dealer, Investment Consulting Analyst or Client-facing Analyst.

Key Features

• Application of Technical Skills
• Relationship Management
• Communication
• Taking Ownership and Initiative
• Providing Advice and Support
• Personal Accountability
• Professionalism

Time commitment

You’ll need time during working hours and must be confident you’re able to allocate this within your workload.

You’ll receive a plan of your journey, it’ll broadly consist of:

• Fixed time of approx 3 hours per week
• Flexible time of approx 3 hours per week

Activities you’ll complete

• Stretching workplace development
• Participating in webinars
• Self directed study
• Workplace reflections
• Assessments
• Building portfolio

BPP support

• Regular 1:1 coaching reviews
• Industry experienced Tutors
• Virtual learning environment ‘the Hub’

Progression opportunities

After completion, you can:

Apply to become a Member of the relevant professional body for the qualification you have chosen, either the Chartered Financial Analyst Institute (CFA) or Chartered Institute of Securities and Investments (CISI).

Aim to become a Chartered Member of those bodies by completing the CFA Levels II and III, OR completing the relevant CPD hours with the CISI respectively.