Description
Careers in financial services are dominated by exceptional talent. You need to have excellent communication skills, an ability to manage client requirements, an ethical approach and more. This programme offers multiple pathways within the industry, along with the core skills to progress in operational roles.
Entry requirements
To be eligible you must fulfil the following criteria:
- You must be employed in a role relevant to this programme to be eligible to apply
- Your current role should be UK based and you must have lived here for at least three years
- The programme must address development needs in your current role
- Your line manager must be able to support you throughout the programme
What will you learn?
- How organisations operate within the industry
- Financial Services legal, regulatory, and compliance framework
- The breadth of products and services available
- Quantitative methods, accountancy, financial mathematics, statistics and economics
- How to identify and use client/customer segments
- Using systems and implementing/adhering to processes
How is your programme structured?
This programme combines the knowledge from a professional qualification with the skills you’ll need to demonstrate professionalism in your current role.
Knowledge
The modules covered will depend on the pathway and qualification chosen. Choose from either:
IMC and CFA Level 1; or CISI Private Client Investment Advice and Management (PCIAM)
Skills and behaviours
You will learn the following:
- Client/Customer Relationships
- Delivering Services
- Strategy and Planning
- Problem Solving and Decision Making
- Communication and Networking
- Teamwork and Collaboration
- Continuous Improvement
- Team and Self Development
- Analytical Skills, including Data Analysis, Research and Reporting
- Complex Financial/Asset Modelling
- Valuation/Pricing Techniques
- Qualitative and Quantitative Insights
- Client/Customer Solutions
- Honesty and Integrity
- Adaptability
- Resilience and Enthusiasm
- Innovation and Creativity
- Attention to Detail
End Point Assessment
Once you have completed all of the Knowledge, Skills and Behaviours, you will complete an End Point Assessment. This is conducted by an external assessment organisation and will be graded as either a pass, fail, or distinction.
How we support you
- You will be taught by expert tutors who have practical experience in the fields in which they teach and a passion to share that knowledge to maximise your career potential
- You will have access to a Coach who is on hand to guide you through each stage of your learning journey, providing you with clear aims and objectives. They will keep in regular contact with you and instil the confidence that you can achieve
- You will also attend webinars to develop skills in a variety of areas and prepare you for the end point assessment.
- You will have access to an Online Learning Environment with all of your qualification content, additional learning resources and all the step-by-step support you need to ensure your success
Commitment from you
During this programme, six hours a week will be spent on learning and developing the required Knowledge, Skills and Behaviours. This development time will include learning new relevant tasks in your role, embedding your knowledge in your role, practical workplace training, spending development time with your Line Manager, attending online or face-to-face courses and time spent writing assignments/assessments or directed self-study hours:
- IMC and CFA Level I work or CISI Private Client Investment Advice and Management (PCIAM) work
- Evidencing the application of your knowledge within your working day
- Independent study and research
- Shadowing colleagues and mentoring
- Technical training
Progression upon completion
- Further career development through work experience
- Further study onto a Level 7 programme, such as Senior Investment Banking Professional Apprenticeship, or CISI Chartered Wealth Manager programme
- Option to further study CFA Levels II and III to gain full charter status