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Training

Seminars and Workshops

The Investment Association runs many events for its member firms’ employees. You can find out more on the members area of the website. It also runs events for policy makers and others interested in the industry.

If you are interested in learning more please contact Ryan White

Qualifications for the sector

Qualifications requirements will depend on your role. The Investment Association and its member firms work with the Chartered Institute for Securities & Investment and the CFA Society of the UK to help develop qualifications and continuing professional development programmes.

Training courses

The Investment Association has developed a number of training courses for people in the industry:


Approved persons - 1 day

Capital Adequacy - half day introductory & 1 day

Client assets and client money (CASS) - 1 day

Conduct Risk - 1 day

Derivatives - 1 day


Derivatives - half day introductory

Financial markets - 1 day


Investment risk - half day

Institutional - 2 days introductory


Market Abuse Regulation

Regulation and compliance - 1 day

Retail - 2 days introductory


Risk management - 1 day


SYSC Course - 1 day


In-house training

Our courses are available to members and non-members and can be customised for firms to hold in their offices, which may be more cost-effective for larger numbers of staff. Please contact Ryan White for more information.