Our Investment Operations Specialist programme is for those working in the administrative areas of financial services, performing complex and specialised tasks.
Level 4 Investment Operations Specialist & CISI Investment Operations Certificate
Online pre-learning, face to face and online workshops, coaching sessions and Progress reviews. Industry expert guest speakers
Programmes are delivered on demand starting at many points through the year
Apprentices are assessed against Knowledge, Skills & Behaviour criteria throughout the programme. Leading to independent End Point Assessment
The cost of this programme is covered through the apprenticeship levy. Employers that do not pay into the levy may pay just 5% of the funding value
• Blockchain technology
• Data analytics and automation
• Regulation and compliance
• Financial crime checks
• Valuation of complex
investment portfolios
• Resolving complex issues
