Who is the Investment Business Award for?

The CFA UK Level 3 Award in Investment Business is for professionals across the investment ecosystem whether working for an investment business or with one. Whether you're new to the industry, looking to pivot, or aiming to deepen your understanding, Investment Business will help you understand the value chain of an investment organisation from client strategy to operations and commercial performance. It helps individuals develop their strategic and commercial awareness, enabling the fluency to contribute to decisions and drive value.

The qualification is relevant for those in a broad range of roles within an investment business such as marketing, sales, compliance, operations, and technology; as well as those working in the broader investment ecosystem, such as regulators, consultants, service providers and those working in pensions and insurance.

For firms, it’s a way to build smarter, more connected teams. By equipping staff with a shared language and broader perspective, organisations can strengthen collaboration, accelerate decision-making, and unlock untapped potential across the business.

 

Investment Business

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Gain direct access to global opportunities tailored for investment professionals. With verified credentials, exclusive job listings, and career resources from CFA Institute, you’ll connect with employers who value ethics, expertise, and excellence. Whether you're seeking your next role or exploring new markets, the Job Board is your gateway to meaningful career growth.

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