One-Year Program:
This is a comprehensive "Learn + Work + Entry Qualification" program designed to equip students with industry knowledge, practical experience, and recognized qualifications for a career in the financial services industry.
Career Pathways
This program prepares students for roles such as:
- Financial Advisor, Investment Manager, Banker
- Client Relationship Manager, Business-to-Business Financial Product Distributor
- Compliance, Sales & Marketing, Risk Management, Research & Analysis
- Administrative & Back-Office Roles, Management
Program Structure:
1. Online Learning
- Industry-specific training and coaching related the roles listed above
- Practical exercises covering client interactions, including:
- First Meeting
- Fact Find
- Risk Assessment
- Investment Recommendations
- Comprehensive guide to the financial services industry, including financial products, investment funds, advisory services, and career paths.
- Investment Management Certificate (IMC) lessons.
2. Work Experience (Remote or in the London office)
Investments
- Compare investment funds, conduct research, place trades, construct portfolios, and measure investment performance.
Financial Planning
- Understand the advice process, Know Your Client (KYC) requirements, complete mock client files, and draft recommendations.
Client Files
- Complete a full set of mock client files, including fact find, risk assessment, meeting notes, and reports.
Compliance
- Work with compliance teams and prepare compliance reports.
Interactive Learning
- Role-Plays
- Visit financial institutions.
- Meet industry professionals.
- Attend networking events.
3. Certification
- Work Experience Certificate
- Learning Certificate
- IMC Certification (upon successful completion of exams hosted by an independent examination body)