Investment Operations Specialist

AI & DATA

Build specialist investment operations expertise in a regulated environment

Programme Overview

Develop the knowledge and professional judgement to support investment activity, client service and accurate reporting.

Who it's for

Suited to people working in investment operations, trading support, reporting or administration who want a recognised qualification.

Career Impact

Creates a route towards the Level 6 Financial Services Professional programme and broader investment responsibilities.

Time Required

4 hours Fixed and 2 hours Flex learning each week, undertaken during working hours and supported by your line manager.

Qualification

Level 4 Investment Operations Specialist, CISI Investment Advice Diploma (IAD)

Level

Duration

24 Months

Annual Intakes

Apr, Oct

Delivery

Online with flexible learning

What you'll learn

Support investment transactions, products and clients while managing operational risk, controls and regulatory requirements.

How you'll learn

Our flexible online learning approach is designed to fit around your work life. You'll benefit from a mix of interactive content, practical activities and expert support.

Online Learning with regular live sessions

Completion of a portfolio of work evidencing your development

Expert support through tutors and peer networks

Practical skills you can use straight away

Industry recognised qualifications