Develop your understanding of investment-focused client service.

Investment-related work calls for careful attention to a client’s objectives, circumstances and the information being considered. This learning pathway provides an opportunity to develop occupational understanding through a structured programme.

Ask for the confirmed curriculum and assessment requirements to understand exactly what the programme covers.

Who should enquire?

People in financial-services support roles and applicants exploring an investment-related learning pathway are welcome to enquire. Entry and suitability depend on the confirmed programme requirements.

Contact Finweb to confirm current entry requirements before applying.

If you have relevant experience, speak to us about whether an RPL route is available.

Learning discussions may include client objectives, investment information, risk-related concepts, record-keeping and the communication of product features. Your approved programme information sets out the required knowledge, practical and workplace components.

Before enrolling, confirm the workplace arrangements and the time you will need for learning and assessment.

Completion is subject to the relevant internal, workplace and external assessment requirements. The programme does not guarantee employment or an assessment outcome.

Before performing an advice role, confirm the separate requirements that apply with the relevant employer or authority. This page provides programme information, not personal investment advice.

Request a quote for current programme fees, available dates and what is included.