Guide to UK Financial Services Qualifications
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Guide to UK Financial Services Qualifications

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Guide to UK Financial Services Qualifications Guide to UK Financial Services Qualifications Presentation Transcript

  • Guide to UK Financial Services Qualifications
  • Guide To UK Financial Services Qualifications The City Office in Mumbai undertook a study to investigate the skills issues affecting financial services firms in India and identify areas where UK qualifications can be matched to these gaps. This summary document provides a guide to UK financial services qualifications and training bodies that offer internationally recognised qualifications and certifications within Banking, Insurance, Capital Markets, Investment Banking and Asset/Fund Management. To identify the technical skills gap within the Indian financial services sector; data was collected through a survey, select interviews with senior executives and desk research. Participating organisations represented the Banking, Insurance, Capital Markets, Investment Banking and Asset/Fund management sectors. The findings from the study indicate that for the banking sector, the key technical skills gaps are within treasury management and private banking. In the insurance sector, companies face a shortage of technically qualified actuaries, underwriters, risk managers and new insurance product developers. The capital markets sector highlights the need for well trained and certified equity analysts, financial planners, traders and advisors. Under investment banking the requirement is for qualified and experienced M&A and project finance professionals. Finally for Asset/Fund Management companies the key challenge is finding suitably qualified and skilled fund managers, portfolio managers and investment advisors. The guide provides a snapshot of the technical skills gap in India and matches the gaps with the available UK based financial services qualifications and training institutions, as part of the City of London, City of Learning initiative1. The guide highlights the course type (Short term, Certificate, Diploma or Advanced Diploma / MSc), most of the qualifications offered are online programmes. 1 The City of London, City of Learning is a programme dedicated to promoting London and the UK as the centre for education, training and qualifications (ETQ) in finance and related business services.
  • BANKING Technical Skills Gap UK Institutes & Training Bodies The Chartered Institute of Securities & Investment Institute University of Manchester The ifs School of Finance Bankers in Scotland Retail Banking International Introduction to Trade Certificate in Financial Services Investment International Introduction to Forex Certificate in Financial Services Investment Certificate in Investment Fund based products Certificate in Financial Services Management Wholesale Banking Economics and Management of Micro Finance Rural Development Credit Islamic Finance Qualification Risk Diploma in Operational Risk Certificate in Investment Applied Diploma in Corporate Product (Cash & Trade) Management Banking Certificate in Investment Investment Banking Management
  • UK Institutes & Training Bodies Chartered Institute of Association of Corporate London Metropolitan University British Bankers Association City University London Management Accountants Treasurers (ACT) MSc International Banking and Finance MA International Banking Understanding Foreign Exchange Certificate in Islamic Finance Chartered Management Modelling Market Risks Diploma in Compliance Accountant Fundamentals of Investment Certificate in International Cash Certificate in Islamic Finance Banking Management (CertICM) Msc Banking & International Msc Banking & International Finance Finance Msc in Finance Msc in Finance Course Type Advanced Short term Certificate Diploma Diploma/MSC
  • BANKING (continued) Technical Skills Gap UK Institutes & Training Bodies Association of Corporate Securities & Investment Institute The ifs School of Finance London Metropolitan University Treasurers (ACT) MSc Investment Fund Private Banking Management Tax aspect of wealth Foundation / Intermediate SIIM (Wealth Management) management Certificate in Personal Finance Certificate in Investment Applied Diploma in Corporate Product Knowledge Management Banking Risk Assessment Certificate in Financial Studies MSc Corporate Treasury Treasury AMCT Diploma in Treasury Management MCT Advance Diploma in Treasury, Risk & Corporate Finance SII Level 3 Certificate in Certificate in International Cash Understanding Foreign Derivatives Investment Management (CertICM) Exchange International Certificate in Financial Advice Certificate in International Forex SII Diploma Forecasting Exchange Rates Treasury Management (CertITM)
  • UK Institutes & Training Bodies London Metropolitan University City University London Chartered Management MSc Quatitative Finance Accountant Msc Mathematical Trading & Finance Msc Financial Mathematics Chartered Management Msc Banking & International Accountant Finance Course Type Advanced Short term Certificate Diploma Diploma/MSC
  • INSURANCE Technical Skills Gap UK Institutes & Training Bodies The Chartered Insurance The ifs School of Finance Cass Business School Securities & Investment Institute Institute Insurance agents International Introduction to Communication Certificate in Insurance Investment International Introduction to Selling Abilities Investment Underwriters International Certificate in Knowledge of Insurance Diploma in Insurance Financial Advice Actuaries Actuarial and business Diploma/MSc in Actuarial knowledge of insurance Advance Diploma in insurance Science products and pricing Risk Management Business knowledge of MSc in Insurance and Risk Applied Diploma in Risk and insurance Management Insurance Management Financial Planning Certificate in Financial Planning Award in Personal Financial Communication & Influencing Diploma in Financial Planning Planning Insurance Product Developers Business knowledge of Advance Diploma in Insurance insurance products and pricing Probing Skills Diploma in Insurance Assessors Knowledge of Life Insurance Diploma in Insurance industry
  • UK Institutes & Training Bodies Association of Corporate Chartered Institute of The Actuarial Profession City University London Treasurers Management Accountants Diploma / Msc in Actuarial Diploma in Actuarial Techniques Management Msc in Insurance & Risk Management Certificate in Risk Management Chartered Management (CertRM) Accountant Chartered Management Accountant Chartered Management Accountant Certificate in Islamic Finance Course Type Advanced Short term Certificate Diploma Diploma/MSC
  • CAPITAL MARKETS Technical Skills Gap UK Institutes & Training Bodies Association of Corporate Securities & Investment Institute IFS School of Finance London Metropolitan University Treasurers International Introduction to Equity Analyst / Researcher Introduction to Equity Markets Investment MSc Financial Markets and Derivatives Introduction to Financial Trader / Broker Islamic Finance Qualification Markets International Certificate in FPA (Financial Planning Agent) Certificate in Financial Planning Financial Advice Certificate in Securities Certificate in Securities & Advisor Certificate for Financial Advisers Financial Derivatives Certificate in Derivatives International Certificate in Financial Advice SII Diploma
  • UK Institutes & Training Bodies Chartered Institute of City University London Management Accountants Chartered Management MSc in Investment Management Accountant MSc in Finance Certificate in Islamic Finance Course Type Advanced Short term Certificate Diploma Diploma/MSC
  • INVESTMENT BANKING Technical Skills Gap UK Institutes & Training Bodies UK Society of Investment Association of Corporate London Metropolitan University Professionals Securities & Investment Institute Treasurers International Certificate in Fundamentals of Investment The Investment Management Certificate in Corporate Finance Corporate Advisory Investment Management Banking Certificate & Funding (CertCFF) (ICertIM) International Introduction to Investment International Certificate in Fundamentals of Investment The Investment Management Equity Analysis Investment Management Banking Certificate (ICertIM) Islamic Finance Qualification International Certificate in Fundamentals of Investment The Investment Management Issues / IPOs Investment Management Banking Certificate (ICertIM) Certificate in Corporate Finance International Certificate in Fundamentals of Investment The Investment Management Certificate in Corporate Finance Mergers & Acquisitions Investment Management Banking Certificate & Funding (CertCFF) (ICertIM) Fundamentals of Investment The Investment Management Project Finance Certificate in Securities Banking Certificate Certificate in Securities & Financial Derivatives Certificate in Derivatives SII Diploma
  • UK Institutes & Training Bodies Chartered Institute of City University London Management Accountant Msc in Investment Management Chartered Institute of Chartered Institute of Management Accountant Management Accountant Chartered Institute of Chartered Institute of Management Accountant Management Accountant Chartered Institute of Chartered Institute of Management Accountant Management Accountant Course Type Advanced Short term Certificate Diploma Diploma/MSC
  • ASSET/FUND MANAGEMENT Technical Skills Gap UK Institutes & Training Bodies Securities & Investment UK Society of Investment London Metropolitan Association of Corporate Institute Professionals University City university London Treasurers Fund Management Product knowledge SII Level 3 Certificate in The Investment Introduction to Financial Familiarization with Investment Management Management Certificate Market financial data services MSc Investment Fund SII Diploma Management Portfolio Management Investment Administration Cert Financial Mathematics Cert Financial Mathematics Product knowledge Qualification and Modelling and Modelling SII Diploma Msc in Investment Investment Advisor Management Certificate in Securities & The Investment Financial Derivatives Management Certificate Certificate in Derivatives Understanding client needs and structuring advise International Certificate in Business Acumen Financial Advice Certificate in Investment Management SII Diploma
  • UK Institutes - Links City of London – City of Learning The City of London, City of Learning is a programme dedicated to promoting London and the UK as the centre for education, training and qualifications (ETQ) in finance and related business services. The programme has been supported by high level delegations of educators and trainers who have accompanied the Lord Mayor on his overseas visits. The key purpose of the City of Learning initiative is to promote the qualifications offered by UK institutions, either in the UK or in the student's home country. In addition, the programme has been designed to facilitate relationships between UK providers in the financial and supporting sectors and educational institutions overseas. Website: www.cityoflondonlearning.org.uk Association of Corporate Treasurers (ACT) ACT provides qualifications, training and events, publishes renowned treasury knowledge resources and advises and comments on developments and best practice in treasury, risk management and corporate finance. Website: www.treasurers.org British Bankers Association The BBA is the voice of the banking industry for all banks which operate within the UK. Website: www.bba.org.uk Cass Business School Cass Business School is one of Europe’s leading providers of business and management education, consultancy and research. Website: www.cass.city.ac.uk London Metropolitan University London Metropolitan University is one of the foremost providers of undergraduate, postgraduate, professional and vocational education and training in Britain. Website: www.londonmet.ac.uk Securities & Investment Institute The Securities & Investment Institute is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK. Formed as the “Securities Institute” in 1992 by the members of the London Stock Exchange, the Institute changed its name in November 2004. Website: www.sii.org.uk
  • The Actuarial Profession The Institute of Actuaries in England and Wales and the Faculty of Actuaries in Scotland are the two chartered professional bodies for UK actuaries, working closely together across the UK as The Actuarial Profession. Like most UK professional bodies, The Actuarial Profession has the twin roles of representing members to the outside world and regulating members for the benefit of the outside world. Website: www.actuaries.org.uk The Chartered Institute of Bankers in Scotland The Chartered Institute of Bankers in Scotland's (CIOBS) primary aim is to develop and maintain the highest industry wide standards in the financial services sector through the provision of top quality financial services qualifications and relationships with the main powers and influencers in the banking industry. Website: www.ciobs.org.uk The Chartered Institute of Loss Adjusters Chartered Loss Adjusters are independent claims specialists who operate under a Royal Charter to investigate, negotiate and agree the conclusion of insurance and other claims on behalf of insurers and policyholders. Website: www.cila.co.uk The Chartered Insurance Institute The CII is the premier professional organisation for those working in the insurance and financial services industry. It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors. Website: www.cii.co.uk The ifs School of Finance The ifs School of Finance is a registered charity incorporated by Royal Charter. It provides financial education to financial services professionals the world over, and to consumers in the UK. Website: www.ifslearning.ac.uk UK Society of Investment Professionals Formerly the Society was known as UKSIP which came about from the merger of two bodies, the Institute of Investment Management and Research, which was formed in 1955 as the Society of Investment Analysts, and the London Society of Investment Professionals, which was established in 1996. CFA UK is one of the largest member societies of the CFA Institute. Website: www.uksip.org
  • University of Manchester The University of Manchester has a rich academic heritage and can lay claim to more than 23 Nobel Prize winners amongst its current and former staff and students. The objective of the ‘Institute for Development Policy and Management’ is to promote social and economic development, particularly within lower-income countries and for disadvantaged groups, by enhancing the capabilities of individuals and organisations through education, training, consultancy, research and policy analysis. Website: www.manchester.ac.uk City University, London The City University has developed over the past 100 years into an innovative, forward-looking centre of excellence, with a well- deserved reputation in professional and business education and research. Website: www.city.ac.uk The Chartered Institute of Management Accountants CIMA is a leading membership body that offers a globally recognised professional management accounting qualification which has an emphasis on accounting for business. It is the voice of over 164,000 members and students in 161 countries and is responsible for the education and training of management accountants who work in industry, commerce, not-for-profit and public sector organisations. Website: www.cimaglobal.com
  • City office in Mumbai DBS House, Prescott Road, Opp. Cathedral High School, Fort, Mumbai 400 001 India Website: www.cityoflondon.gov.uk/india Email: india@cityoflondon.gov.uk