Investment Operations Specialist Level 4 Apprenticeship

In-person teaching Classroom
Exclusive online content Webinar
In person and online Hybrid

This Investment Operations Specialist programme gives employees an enhanced understanding of the complex activities, systems and processes they need to excel in their role.

Who Is It For?

This Investment Operations Specialist training course is for employees working within the operational and administrative areas of businesses in the Financial Services sector.

What Is Covered

  • Investment management
  • Investment consulting
  • Trading and reporting activities

Learning Journey

Delivery Options

There are three delivery options:

  • A stand-alone CISI or a CFA qualification. The most relevant qualification will depend on the area within which the apprentices work
  • A bespoke Investment Operations programme
  • As an apprenticeship with 100% government funding



of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

We chose Alpha Development to leverage their experience in financial training. Their additional content and practical advice really helped our apprentices transition from education to work – the feedback I’ve received about them has been highly positive.
Alpha Development’s approach to our requirements was impressive. Our Investment Operations Specialist programme was tailor-made to meet our needs which meant our apprentices truly understood how to apply their learning into their roles and the business.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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