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Level 4 Investment Operations Specialist Apprenticeship

Apprenticeship standard: Investment Operations Specialist

Kickstart your investment career, supervised by industry leaders. You’ll learn the advanced skills and knowledge to stand out in your role and make an impact from day one. Determine your career trajectory with a choice between three specialist pathways. 

We upskill employees from 10 of the 10 leading global investment banks
We train professionals within 81% of FTSE 100 companies
We address capability gaps in 8 of the top 10 professional services firms

Apprenticeship Overview

Hit the ground running in your investment role with strong foundational knowledge across a wide variety of products, services, and their regulatory frameworks. 

You’ll learn the fundamentals of how the investment market works in practice, with insights into the processes that determine effective risk management. With learning that clicks into your role from day one, you’ll become familiar with a range of investment instruments. From investment management and consulting to trading and reporting, you’ll gain the high-level knowledge and skills you need to succeed. 

Alongside industry-leading technical expertise, your training will ensure you’re capable and confident to manage client relationships. Backed by tutors with years of experience in high-level investment roles, you’ll learn what it takes to be responsible for assets, giving advice, and operating within regulations. 

This apprenticeship offers three qualification routes:   

Who is the programme for?

Created for those looking to start their career in investment, empowered by expertise tailored for the future of finance. 

This apprenticeship is ideal for: 

  • Investment Operations Specialists 

  • Investment Operations Executives 

Where will the programme take you?

Go from industry beginner to experienced professional. Applying your learning from day one, you’ll guarantee strong career foundations. 

Once qualified, you’ll be eligible to take your training further with the Level 6 Financial Services Professional Apprenticeship. Become an expert with a choice of specialist pathways in investment management, commercial or retail banking. 

Who's eligible?

Eligibility can vary depending on the requirements of the individual employer, but typically includes:  

  • Three A-Levels or equivalent (and GCSE English and maths)   

OR  

  • Significant work experience   

  To apply for this programme you must be employed in a relevant role. 

Apprenticeship information

Duration
18 months
Start Dates
April and October
Application deadline
6 weeks before start date
Study modes
Online live teaching and performance coaching, guided self-study, and work based projects
Cost
£9,000levy funded
Free for Learners
95% government funded for non-levy payers
Apprenticeship standard
Investment Operations Specialist

Join the UK's leading professional apprenticeship provider

Your success is our businessWe begin with specialist onboarding and guidance – aligning your personal goals with wider business objectives – to craft plans that deliver maximum mutual impact.
Learn from the best, become the bestFully-qualified Performance Coaches and industry-leading tutors bring their firsthand expertise to your studies – empowering you to become a master.
Best practice makes perfectHands-on learning through practical scenarios and our virtual learning platform ensures you have the knowhow to perform in the professional world.
Back-up that stacks upEducational psychologists and career mentors. Performance coaches and mental health specialists. You’ll have an entire multidisciplinary team behind you.
AI predicted performanceWe don’t just plan performance. We predict it. Our AI-driven model uses data to anticipate progress, adjusting in real-time to optimise success.
See it for yourselfPerformance trackers mean you can share your performance with managers, keeping them up to speed with key insights to observe progress and create better outcomes.

Frequently asked questions

If you can’t find the answer to a question, our advisers will be happy to help.

To apply for a BPP apprenticeship programme you should be employed in a relevant role and have the approval of your employer.

You will need to create an account after which you can choose and apply for the relevant programme.

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