Course description
Senior Investment / Commercial Banking Professional
This apprenticeship will enable individuals to become highly competent senior professionals in investment management, investment consulting, investment banking or investment operations.
These roles require individuals to often work at strategic level, with significant levels of responsibility, as well as have significant occupation specific technical skills and knowledge. This competence will be delivered by a broad base of core knowledge, skills and behaviours required of all individuals entering or progressing to this level in these parts of the sector, and a set of specialist options that then provide the occupationally specific competence, depending on the part of the sector and type of business the individual works for.
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Upcoming start dates
Suitability - Who should attend?
Set by individual employers. You must be employed in a role relevant to this programme and be eligible to apply.
Employer must
- Provide apprentices with a contract of employment for the duration of the apprenticeship on the first day of their apprenticeship and be paid at least a wage consistent with the law for both the time they are in work and in off-the-job learning
- Provide the apprentice with paid time to attend off-the-job learning
- Employer must not ask the apprentice to contribute financially to the direct cost of learning
- Provide the apprentice with paid time to attend off-the-job training, including additional support for English and Maths, or supported access for learning difficulties and/or disabilities
- Recognise that the apprentice must complete the apprenticeship within their working hours
- Ensure the apprentice spends at least 20% of their time in off-the-job training
- Enter into a contract with BPP University
- Support the apprentice to gain new skills
Apprentice must
- Be in full-time employment for at least 30 hours a week
- Be an employee (have a contract of employment for the duration of the apprenticeship) on the first day of their apprenticeship and be paid at least a wage consistent with the law for both the time they are in work and in off-the-job learning
- Not be enrolled on another apprenticeship at the same time
- Have the right to work in England
- Be able to complete the apprenticeship in contracted working hours
- Be in a new job role (nine months or less), or in an existing job role, where significant new Knowledge and Skills are needed – employer statement of justification needed (relevant to the apprenticeship)
Outcome / Qualification etc.
What will you learn?
- Strategic insight to shape business and commercial banking investments
- Industry insight and organisation understanding
- Financial services legal, regulatory, risk, and compliance framework
- The breadth of products and services available
- How to identify and use client/customer segments
- Using systems and implementing/adhering to processes.
Qualifications
The resulting professional qualification will depend on the pathway chosen, but may include:
- IMC + CFA I, II and III
- CFA II and III
- Chartered Banker Diploma
- Advanced Diploma in Banking and Leadership in a Digital Age
Course delivery details
Our guided teaching is delivered through a mix of live webinars delivered by a BPP University tutor, 24/7 access to recorded lectures and online lecture notes. Including online teaching sessions with face-to-face inductions and skills workshops. Students take part in live, interactive discussion with fellow learners during live webinars and via course forums.
Continuing Studies
On completion, the apprentice will be able to apply for the appropriate level of professional membership aligned with this apprenticeship. This could be: CBI or CFA.