During our Level 3 Investment Operations Technician Apprenticeship, you will complete the Chartered Institute of Securities and Investments (CISI), Investments Operations Certificate. Completion of the Investment Operations Certificate enables the apprentice to apply for Associate Member status in the CISI.
Price per person (Ex. VAT): Provided on request
KEY BENEFITS
- During the 18-month programme, employees will cover topics allowing them to develop skills and understanding of the world of financial services, regulation and compliance, financial products and services, building impactful relationships and providing excellent customer service.
COURSE OVERVIEW
ZISHI (previously FSTP) have designed and developed a unique programme using our experience and expertise within financial services.
During the 18-month programme, employees will cover topics allowing them to develop skills and understanding of the world of financial services, regulation and compliance, financial products and services, building impactful relationships and providing excellent customer service.
Our Investment Operations Technician programme combines outstanding classroom training, dedicated workplace coaching and on the job experience to build the necessary skills, knowledge and behaviours to become a highly competent Investment Operations Technician professional. In addition, participants will work towards a recognised professional qualification.
Awarding Body Partner
Standard: Investment Operations Technician
Qualification Level: 3
Duration: Typically, this programme will take 18 months to complete
Entry Requirements:
- Have level 2 English and Maths or equivalent.
- Have been a resident in the UK/EEA/EU for the last 3 years.
- Be able to meet the programme modules through your job role.
Start date: March 2023
Programme Pathway:
Below is an example of a career progression route in financial services:
- Level 3 – Investment Operations Technician
- Level 4 – Investment Operations Specialist
- Level 6 – Financial Services Professional
- Level 7 – Senior Investment/ Commercial Banking Professional
Typical Job Roles:
These are just a few examples of the typical job roles that would suit the level 3 Compliance / Risk Officer programme:
- Compliance / Risk Officer
- Investment Manager Assistant
- Investment Operations Analyst
- Assistant Investment Manager
- Portfolio Support Manager
- Client Support Assistant
Our level 3 Investment Operations Technician programme provides employees with the skills, knowledge and on the job training required to stretch and challenge the participant whilst making them a highly valued member of the team.
Learner Journey:
Each programme is designed to accommodate the needs of the learner, their job role and the business so the delivery schedule will reflect this.
If you have any questions about this course, please feel free to get in touch via email on apprenticeships@fstp.co.uk or by calling +44 (0)1908 395 243.
During our Level 3 Investment Operations Technician Apprenticeship, you will complete the Chartered Institute of Securities and Investments (CISI), Investments Operations Certificate. Completion of the Investment Operations Certificate enables the apprentice to apply for Associate Member status in the CISI.
Price per person (Ex. VAT): Provided on request
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