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Investment operations technician

Supporting teams that carry out investment transactions on behalf of individuals or organisations.

Summary of this apprenticeship standard


3 (equivalent to A levels at grades A to E)

Typical length
18 months
Current funding band
Up to £9,000 per apprentice.
More information about funding
Entry requirements

Set by employer.

What apprentices will learn
  • role and structure of the financial services industry, the purpose of markets and the principles of investing
  • financial sector regulation and compliance
  • purpose and technical content of financial products supported by the apprentice's role
  • client services and relationships
  • Investment Operations Certificate (Chartered Institute of Securities and Investment) Before taking their end-point assessment, apprentices must achieve level 2 English and maths (equivalent to GCSEs at grades A* to C).
Professional registration

Completion of the Investment Operations Certificate as part of this apprenticeship will enable apprentices to apply for associate member status with the Chartered Institute of Securities and Investment (CISI).

End-Point Assessment
View a list of end-point assessment organisations for this standard
Organisation Phone Number Email
Financial Services Training Partners LLP 01908395243
City and Guilds 0844 543 0000
NOCN 0300 999 1177
DSW Consulting 01302 760 008
More Information

The Institute for Apprenticeships and Technical Education has more detailed information about this apprenticeship.