Course Features

Price

Original price was: £490.00.Current price is: £14.99.

Study Method

Online | Self-paced

Course Format

Reading Material - PDF, article

Duration

2 hours, 35 minutes

Qualification

No formal qualification

Certificate

At completion

Additional info

Coming soon

Overview

Investment banking operations form the backbone of global financial markets. This course provides a clear and practical understanding of how trades are processed, settled, and reconciled — from the moment an order is placed to the final compliance checks. You’ll learn how the front, middle, and back offices work together to manage risks, ensure regulatory accuracy, and maintain seamless market operations.

Through real-world case studies, you’ll explore how derivatives, corporate actions, and trade settlements are managed across investment banks. You’ll also gain insights into SWIFT messaging, reconciliation processes, and the essential role of compliance in safeguarding transactions. Each module is designed to simplify complex financial workflows, giving you the knowledge to excel in operational, analytical, or risk management roles.

By completing this course, you’ll gain an end-to-end perspective of the trade life cycle — a critical skill for professionals aspiring to enter or grow within the finance industry. Whether you’re an aspiring analyst, recent graduate, or finance professional looking to sharpen your back-office expertise, this training helps you understand the vital inner workings of investment banking.

Upon successful completion, learners will receive a free course completion certificate. In addition, premium certificate and transcript options are available for purchase to further enhance your professional profile. Students also benefit from 5-star rated support available 24/7 via email, ensuring you have assistance whenever you need it.

This course is ideal for finance students, aspiring investment bankers, back-office analysts, compliance officers, and professionals looking to understand how trades are processed and managed within the global financial system.

No prior experience in investment banking is required. A basic understanding of financial markets and an eagerness to learn about operational processes will help you get the most from this course.
After completing this course, learners can pursue roles such as Trade Support Analyst, Operations Executive, Compliance Associate, or Settlements Officer. It also provides a strong foundation for further studies in finance, investment banking, or risk management.

Who is this course for?

Investment banking operations form the backbone of global financial markets. This course provides a clear and practical understanding of how trades are processed, settled, and reconciled — from the moment an order is placed to the final compliance checks. You’ll learn how the front, middle, and back offices work together to manage risks, ensure regulatory accuracy, and maintain seamless market operations.

Through real-world case studies, you’ll explore how derivatives, corporate actions, and trade settlements are managed across investment banks. You’ll also gain insights into SWIFT messaging, reconciliation processes, and the essential role of compliance in safeguarding transactions. Each module is designed to simplify complex financial workflows, giving you the knowledge to excel in operational, analytical, or risk management roles.

By completing this course, you’ll gain an end-to-end perspective of the trade life cycle — a critical skill for professionals aspiring to enter or grow within the finance industry. Whether you’re an aspiring analyst, recent graduate, or finance professional looking to sharpen your back-office expertise, this training helps you understand the vital inner workings of investment banking.

Upon successful completion, learners will receive a free course completion certificate. In addition, premium certificate and transcript options are available for purchase to further enhance your professional profile. Students also benefit from 5-star rated support available 24/7 via email, ensuring you have assistance whenever you need it.

This course is ideal for finance students, aspiring investment bankers, back-office analysts, compliance officers, and professionals looking to understand how trades are processed and managed within the global financial system.

No prior experience in investment banking is required. A basic understanding of financial markets and an eagerness to learn about operational processes will help you get the most from this course.
After completing this course, learners can pursue roles such as Trade Support Analyst, Operations Executive, Compliance Associate, or Settlements Officer. It also provides a strong foundation for further studies in finance, investment banking, or risk management.

Requirements

Investment banking operations form the backbone of global financial markets. This course provides a clear and practical understanding of how trades are processed, settled, and reconciled — from the moment an order is placed to the final compliance checks. You’ll learn how the front, middle, and back offices work together to manage risks, ensure regulatory accuracy, and maintain seamless market operations.

Through real-world case studies, you’ll explore how derivatives, corporate actions, and trade settlements are managed across investment banks. You’ll also gain insights into SWIFT messaging, reconciliation processes, and the essential role of compliance in safeguarding transactions. Each module is designed to simplify complex financial workflows, giving you the knowledge to excel in operational, analytical, or risk management roles.

By completing this course, you’ll gain an end-to-end perspective of the trade life cycle — a critical skill for professionals aspiring to enter or grow within the finance industry. Whether you’re an aspiring analyst, recent graduate, or finance professional looking to sharpen your back-office expertise, this training helps you understand the vital inner workings of investment banking.

Upon successful completion, learners will receive a free course completion certificate. In addition, premium certificate and transcript options are available for purchase to further enhance your professional profile. Students also benefit from 5-star rated support available 24/7 via email, ensuring you have assistance whenever you need it.

This course is ideal for finance students, aspiring investment bankers, back-office analysts, compliance officers, and professionals looking to understand how trades are processed and managed within the global financial system.

No prior experience in investment banking is required. A basic understanding of financial markets and an eagerness to learn about operational processes will help you get the most from this course.
After completing this course, learners can pursue roles such as Trade Support Analyst, Operations Executive, Compliance Associate, or Settlements Officer. It also provides a strong foundation for further studies in finance, investment banking, or risk management.

Career path

Investment banking operations form the backbone of global financial markets. This course provides a clear and practical understanding of how trades are processed, settled, and reconciled — from the moment an order is placed to the final compliance checks. You’ll learn how the front, middle, and back offices work together to manage risks, ensure regulatory accuracy, and maintain seamless market operations.

Through real-world case studies, you’ll explore how derivatives, corporate actions, and trade settlements are managed across investment banks. You’ll also gain insights into SWIFT messaging, reconciliation processes, and the essential role of compliance in safeguarding transactions. Each module is designed to simplify complex financial workflows, giving you the knowledge to excel in operational, analytical, or risk management roles.

By completing this course, you’ll gain an end-to-end perspective of the trade life cycle — a critical skill for professionals aspiring to enter or grow within the finance industry. Whether you’re an aspiring analyst, recent graduate, or finance professional looking to sharpen your back-office expertise, this training helps you understand the vital inner workings of investment banking.

Upon successful completion, learners will receive a free course completion certificate. In addition, premium certificate and transcript options are available for purchase to further enhance your professional profile. Students also benefit from 5-star rated support available 24/7 via email, ensuring you have assistance whenever you need it.

This course is ideal for finance students, aspiring investment bankers, back-office analysts, compliance officers, and professionals looking to understand how trades are processed and managed within the global financial system.

No prior experience in investment banking is required. A basic understanding of financial markets and an eagerness to learn about operational processes will help you get the most from this course.
After completing this course, learners can pursue roles such as Trade Support Analyst, Operations Executive, Compliance Associate, or Settlements Officer. It also provides a strong foundation for further studies in finance, investment banking, or risk management.

    • Introduction to Secondary Markets in Investment Banking 00:10:00
    • Secondary Markets & Its Functions 00:10:00
    • Secondary Markets Trading- How it works & why is the need 00:10:00
    • End to end lifecycle of a Trade 00:10:00
    • Front Office-Order routing and execution on Exhange or OTC 00:10:00
    • Middle Office explained- Roles & Responsibilities 00:10:00
    • Back Office- Settlement, SWIFTs & Reconciliation 00:10:00
    • How Derivatives work like CALL, PUT, CAP, FLOOR, SWAPs etc. 00:10:00
    • How Corporate Actions work and their impact 00:10:00
    • Exam of Investment Banking Operations Demystified: From Trade Settlements to Compliance 00:50:00
    • Premium Certificate 00:15:00
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Yes, our premium certificate and transcript are widely recognized and accepted by embassies worldwide, particularly by the UK embassy. This adds credibility to your qualification and enhances its value for professional and academic purposes.

Yes, this course is designed for learners of all levels, including beginners. The content is structured to provide step-by-step guidance, ensuring that even those with no prior experience can follow along and gain valuable knowledge.

Yes, professionals will also benefit from this course. It covers advanced concepts, practical applications, and industry insights that can help enhance existing skills and knowledge. Whether you are looking to refine your expertise or expand your qualifications, this course provides valuable learning.

No, you have lifetime access to the course. Once enrolled, you can revisit the materials at any time as long as the course remains available. Additionally, we regularly update our content to ensure it stays relevant and up to date.

I trust you’re in good health. Your free certificate can be located in the Achievement section. The option to purchase a CPD certificate is available but entirely optional, and you may choose to skip it. Please be aware that it’s crucial to click the “Complete” button to ensure the certificate is generated, as this process is entirely automated.

Yes, the course includes both assessments and assignments. Your final marks will be determined by a combination of 20% from assignments and 80% from assessments. These evaluations are designed to test your understanding and ensure you have grasped the key concepts effectively.

We are a recognized course provider with CPD, UKRLP, and AOHT membership. The logos of these accreditation bodies will be featured on your premium certificate and transcript, ensuring credibility and professional recognition.

Yes, you will receive a free digital certificate automatically once you complete the course. If you would like a premium CPD-accredited certificate, either in digital or physical format, you can upgrade for a small fee.

Course Features

Price

Original price was: £490.00.Current price is: £14.99.

Study Method

Online | Self-paced

Course Format

Reading Material - PDF, article

Duration

2 hours, 35 minutes

Qualification

No formal qualification

Certificate

At completion

Additional info

Coming soon

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