Investment Operations Specialist

Who will benefit

• This programme is for professionals working in the administrative areas of investment management, trading and reporting activities, within Financial Services.
• Customer-facing staff who work with investments and want to increase their knowledge within Investment Banking.

Key Features

The Investment Advice Diploma, covering Investment Risk & Taxation, UK Financial Regulations & Integrity and Financial Planning and Advice is included in this programme as well as the following skills, necessary for success in an Investment Operations role:

• Personal Development Planning
• Honesty, Integrity and Adaptability
• Service Delivery
• Products and Services
• Industry Knowledge & Regulations
• Products, Systems and Processes
• Communication

• CISI Investment Advice Diploma
• Skills, Knowledge and Behaviours
• Externally accredited End Point Assessment

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 Associate Membership with the Chartered Institute for Securities & Investment.

Consider progressing on to the Financial Services Professional Professional Career Development Programme.