Fitch Learning CISI Investment Operations (IOC) Qualification Success Story - PW9.ORG

Fitch Learning kicked off 2018 with a brand-new success story posted to our website. The case study features the company and client experience of one of our valued clients, Alkhair Capital, who have been training with us for over 3 years.

Alkhair Capital (KSA) is an independent asset management firm, providing comprehensive investment solutions to institutional investors, family offices and high net worth individuals. They are located in Riyadh, Saudi Arabia and are authorised by Capital Market Authority (CMA) as a licenced portfolio manager. They also hold a licence from the Saudi Arabian Monetary Agency (SAMA).

The organisation has grown from just 5 employees in 2012, to 40 now. Their workforce is largely made up of young talent and they found themselves facing the challenge of building the competence and capability of their staff.

Our CISI Investment Operations Certificate (IOC) was highly recommended to Alkhair Capital by a fellow financial institution in the industry and they have been training with us ever since!

When working in the banking and finance industry, there are certain credentials which can help you stand out from your competition. The CISI Investment Operations Certificate (IOC) is one of these, and the Fitch Learning Investment Operations course is designed to prepare you for the IOC exam.

In this article, we’ll tell you more about the CISI Investment Operations Certificate qualification, what it’s like to study for it with Fitch Learning, and how it helped our client make a successful career transition.

What is the CISI Investment Operations Certificate?

The Investment Operations Certificate (IOC) is an internationally-recognised qualification awarded by the Chartered Institute for Securities & Investment (CISI). It focuses on the role of operations in investment management, covering topics such as funds, risk management, legal aspects of operations, settlement and custody, securities markets, performance measurement and more.

Fitch Learning, a leading financial training provider, has collaborated with the Chartered Institute for Securities & Investment (CISI) to offer the Investment Operations Certificate (IOC). The qualification was developed in response to industry consultation and is designed to provide a broad understanding of investment management processes and operations.

The CISI IOC is an entry-level qualification aimed at those starting or considering a career in financial services and those who are new to the industry.

The course will provide you with an insight into the financial services industry. It will give you an overview of different asset classes, such as equities and bonds, how these are valued and what factors influence their price. You will also learn more about the institutions that operate within financial markets and their roles.

Those seeking employment in financial services can use this qualification to demonstrate their knowledge and understanding of investment operations.

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