Description
Build the investment knowledge and analytical skills used across financial services
Develop a deep understanding of investment markets, financial analysis and portfolio management while working towards the globally recognised CFA Level I qualification.
Key facts
- Level: 6
- Duration: 18 months learning, followed by end-point assessment
- Delivery: Online with supported learning
- Assessment: End-point assessment, workplace project and CFA Level I examinations
- Start dates: Jan, May, Oct
- Qualifications Earned: CFA Level I and Financial Services Professional Level 6 Apprenticeship
Who it’s for
This programme is a good fit if you:
- Work in an investment, asset management or financial analysis role
- Want to develop specialist investment and market knowledge
- Aspire to become a Chartered Financial Analyst (CFA)
- Enjoy analysing financial information and market performance
- Are looking to progress within investment management or financial services
- Have a good level of mathematical ability, ideally A-Level standard or equivalent
- Have support from your line manager to commit to 3 hours of weekly webinars and 3 hours of in-role development
What you’ll be doing
This is not theory. You’ll learn by doing.
- Analysing investment opportunities and market trends
- Applying financial and investment knowledge to real business situations
- Supporting investment decision-making
- Building evidence of competence through workplace projects
- Developing change management and professional skills
- Delivering value through data-driven insights and recommendations
- Demonstrating professional behaviours expected within financial services
What you’ll learn
You’ll build practical, industry-recognised skills you can use straight away:
- Investment analysis
- Financial reporting and analysis
- Portfolio management principles
- Economics and financial markets
- Ethical and professional standards
- Risk assessment and management
- Communication and stakeholder management
- Providing advice and support
- Taking ownership and initiative
- Professionalism and personal accountability
Not sure if this is right for you?
We’ll help you find the right fit.
PCDP@bpp.com