Investment operations specialist

This is not the latest approved version of this apprenticeship. View the latest version

This apprenticeship is in revision

The below revised version of the apprenticeship standard and assessment plan is approved by Skills England under the 2025/2026 apprenticeship assessment reforms and is available for information only. It will replace the current version for new starts on 11th September with a funding band of £9,000. Until then, the current standard and end-point assessment remains in place. Further details of this and other apprenticeships in revision are available in the revisions and adjustments status report.

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Version log

Version Change detail Earliest start date Latest start date
Revised version awaiting implementation Occupational standard and assessment plan revised. 11/09/2026 Not set
1.0 Approved for delivery 27/08/2015 10/09/2026
Employers involved in creating the standard: AJ Bell, Aon, Bank of America, BPP, Brooks McDonald Group, CFA UK, Charles Stanley , Chartered Banking Institute, Chartered Institute of Securities and Investments, DSW Learning, Evelyn Partners, Exeter University, Fidelity International, Fitch Learning, HSBC, Investment 2020, JP Morgan, JPM Chase, LIBF, M and G, MAN , RBC Brewin Dolphin, Royal London, Schroders, UBS, University of Exeter

Crown copyright © 2026. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

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