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Investment Operations Specialist

For those carrying out investment transactions on behalf of individuals or organisations

Our Investment Operations Specialist programme is for those working in the administrative areas of financial services, performing complex and specialised tasks.

Investment Operations Specialist

Apprenticeship Overview

Who the Programme is for?


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

Start Dates

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

Investment Operations Specialist

Why choose MetaGedu Apprenticeship?

Creating experts in your space

• Blockchain technology

• Data analytics and automation

• Regulation and compliance

• Financial crime checks

• Valuation of complex

investment portfolios

• Resolving complex issues

Elevate Your Workforce with MetaGedu

  • Programmes created specifically for your business needs.
  • The option of face-to-face delivery and reviews.
  • Grow your own talent with apprenticeships for career starters.
  • Succession plan with apprenticeships designed to upskill your existing staff.