CFA UK is launching a new Level 3 Award in Investment Business: Strategy, Clients and Commercial Performance. The purpose of this award is to develop an understanding of an investment business in terms of its client strategies, operations, and commercial performance in the context of evolving industry trends. It's aimed at professionals who support investment teams, including, but not limited to, those in middle and back-office roles.
This qualification is for individuals across the investment ecosystem - new entrants, career-pivoters, and professionals in operations, tech, risk, sales, data, client-facing roles, and investment teams, who want to understand how an investment firm truly works. We're also engaging a wide range of firms across asset managers, asset owners, wealth managers, service providers, consultants, and regulators who are looking to strengthen commercial fluency across their teams and break down organisational silos.
We're currently recruiting pilot candidates and would love for our volunteer network to be involved. Participants will receive early access to the programme at a heavily discounted rate, and we'd be glad to include you, your colleagues, and your firm in our first sprint.
If this sounds of interest, please feel free to reach out to me at mdua@cfauk.org. I'll be happy to set up a quick call to discuss further.
Read more about L3 Award in Investment Business Here
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Mahak Dua
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