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Introduction to Investment Operations

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Scottish Investment OperationsIntroduction to Investment Operations

The purpose of this innovative 7-day course is to give delegates a basic grounding in Investment Operations as well as a practical overview of how the Financial Services industry works. The course syllabus was set down by the member firms of Scottish Investment Operations (SIO).The course was developed by SIO in conjunction with Kaplan Financial who deliver the course under licence from SIO.

The course prepares delegates to sit the Chartered Institute for Securities &Investment (CISI) stage 1 of the Investment Administration Qualification (IAQ) examinations, as well as providing a theoretical and practical understanding of the various investment operation functions. The course will give delegates a broad understanding of the Investment Operations business.

Introduction to Investment Operations at a glance:

Course structure:
  • Part 1 - Financial Services Industry Awareness (2 days)
  • Part 2 – Introduction to Investment Operations (5 days)
Course completion time: Up to 7 days
Teaching methods available: Daytime delivery
Cost to complete:

Combined fee (Part 1 and Part 2) (7 days)
Price £798 + VAT (£937.65) for SIO members, £979 + VAT (£1150.32) for non-members

Part 1 only (2 days)
Price £279 + VAT (£327.83) for SIO members, £348.00 + VAT (£408.90) for non-members

Part 2 only (5 days)
Price £525 + VAT (£616.87) for SIO members, £630 + VAT (£740.25) for non-members

Please note each day within part 2 of the course is available to attend individually if required
Price £110 + VAT (£129.25) for SIO members, £130 + VAT (£152.75) for non-members per day

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Introduction to Investment Operations