Investment Operations Technician

Supporting teams that carry out investment transactions on behalf of individuals or organisations.

Standard Code


On Programme Delivery

18 months



Gateway Requirements

• Level 2 Maths and English.
• Submitted portfolio.

Pre-Assessment Meeting

• 30 minutes maximum.
• Remote telephone or video conference.
• Explanation of the assessments.

Assessment Methods

Portfolio Assessment
• Remotely assessed by our assessors.

Professional Discussion
• Carried out remotely.
• 90 minutes duration.


• Fail/Pass/Distinction.
• Results released within 5 working days of final assessment result.


• Sent from ESFA directly to employer.
• Certificate received 5 days after final apprentice grade is released.