Unlock the full potential of your investment management career with IA Training

Advocate EDUCATE Elevate

IA Training offers a comprehensive suite of training programmes designed to equip investment management professionals with the knowledge and skills required to succeed. Our courses cover an array of industry workstreams, including private markets, operational resilience, capital markets, regulatory compliance and new in September - communication and leadership skills.

Ready to take the next step?

Explore our courses and start your journey to success today

  • Exceptional Instructors: Our courses are led by industry experts who bring a wealth of knowledge and experience to the table.​

  • Tiered Learning: Over 40 annual courses delivering at Introductory, Practitioner and Expert levels​.

  • Flexible Learning: A variety of learning formats, including in-person, online, and self-directed study, allow you to choose the method that best suits your schedule and learning style.​

  • Multiple Booking Discount: Save money when enrolling in more than one course.​

  • CPD Accreditation: Many of our courses are CPD accredited, providing you with recognised qualifications that enhance your professional development.​

  • Practical Skills: Gain hands-on experience and practical skills that you can immediately apply in your role, helping you to excel in your career.​

  • Peer Insights: A collaborative learning environment that allows you to benefit from the insights and experiences of your peers.

  • Course Materials to Keep: Shared comprehensive resources for you to save, ensuring you have access to reference material long after the course is completed.​

  • Personal Relationship Manager: Enjoy personalised support from a dedicated relationship manager who will assist you throughout your training journey, ensuring you have a seamless and rewarding experience.​

  • Over 100 Courses: An extensive programme of training opportunities​.

  • Bespoke Courses: Meet the specific needs of your organisation with tailored content​.

  • Dictate the Date, Time, Format, Location and Size: We'll come to you, and fit around your schedule.​

  • Exceptional Instructors: Our courses are led by industry experts who bring a wealth of knowledge and experience to the table.​

  • Tiered Learning: Over 40 annual courses delivering at Introductory, Practitioner and Expert levels​.

  • Flexible & Inclusive Learning: A variety of learning formats, including in-person, online, and self-directed study, allow you to choose the method that best suits your schedule and learning style.​

  • Multiple Booking Discount: Save money when enrolling in more than one course.​

  • Campaign Based Learning: Your Relationship Manager will signpost opportunities to access events, webinars, and online learning, to best meet the annual learning and development needs of your organisation.

  • CPD Accreditation: Many of our courses are CPD accredited, providing you with recognised qualifications that enhance your professional development.​

  • Practical Skills: Gain hands-on experience and practical skills that you can immediately apply in your role, helping you to excel in your career.​

  • Peer Insights: A collaborative learning environment that allows you to benefit from the insights and experiences of your peers.

  • Course Materials to Keep: Shared comprehensive resources for you to save, ensuring you have access to reference material long after the course is completed.

Why choose IA Training?

 

  • Expert-Led Instruction: Learn from accomplished professionals with extensive industry experience.
  • Flexible Learning Formats: Access courses online or in-person, depending on your preference.
  • Accredited Certifications: Earn recognised credentials to bolster your professional profile.
  • Customised Solutions: Tailored training programmes to align with your organisation's objectives.
Key Industry Statistics
We Adapt to
Your Development Needs
 
  • Flexible Scheduling: Full-day, half-day, modular, or tiered delivery formats
  • Inclusive Learning Styles: Self-guided, webinars, and interactive workshops
  • Designed for You: In-person, online, or hybrid delivery

Our Key Featured Courses

OUR CLIENTS' SUCCESS STORIES

Meet The IA Training Team

 

Maisha Rashid

Maisha Rashid

Events and Training Executive

Julie Odunlami

Julie Odunlami

Training Coordinator

Montse Santa-Olalla

Montse Santa-Olalla

Training Manager

 

What types of training does The Investment Association offer?

IA Training offers a comprehensive programme of tailored solutions for individuals and organisations, whether regulatory, operational or communication and leadership development. Our tiered and diverse learning options provide a ‘one stop shop’ for your training needs. Our offerings include:

 

  • Public Courses: Scheduled in person or online workshops open to individuals seeking to enhance their knowledge.  (Full or Half day)
  • In-House Training: Customised programmes delivered exclusively to your organisation.
  • E-Learning Modules: Flexible online courses accessible through our IA Learning platform.

Who are the training programmes designed for?

Our training is suitable for investment management professionals:

  • Early-Career / new to the sector professionals: Individuals new to the investment industry.
  • Compliance Teams: Staff responsible for regulatory adherence.
  • Asset Managers: Professionals managing investment portfolios.
  • Organisations: Firms seeking to upskill their teams through tailored training solutions.
  • Aspiring leaders: individuals looking to develop communication, management and leadership skills
  • C-Suite and Boards: Senior management insights and support with regulatory requirements

What is IA Learning?

IA Learning is our e-learning hub, offering:

  • Award-Winning LMS: A platform designed to engage learners and support development. 
  • Diverse Course Library: Modules covering compliance, operational resilience, and more. 
  • Flexible Access: Available as a self-contained suite or an enterprise solution.

How do I register for a course?

Registration can be completed through the respective course pages on a Training Calendar or by contacting the training team.

What is the cost for IA Learning?

We offer:

  • Individual License: £495 + VAT for members; £645 + VAT for non-members. 
  • Enterprise Solutions: Customised packages for organisations. 
  • Discount Bundles: Savings for multiple licenses (5% off for 5+, 10% off for 10+)

Where can I view upcoming training sessions?

Visit our Training Calendar to see scheduled courses and events.

Do you support neurodivergent and additional learning needs?

We endeavour to support all delegate requirements. Please contact us to discuss any specific requirements.

Is lunch provided on full day courses?

Yes. Delegates are provided with a lunch voucher.

How do I pay for a course?

We accept Credit card /Invoice or Purchase Order

How do I register for a course?

Registration can be completed through the respective course pages in our Training Library.

Are discounts available for multiple bookings?

Yes, please contact the training team to discuss your requirements.

Can we arrange for the training to take place at our offices?

Yes, absolutely. You can do this by going to our Training for Organisations page or by contacting the training team.

Do you need to be a member to access IA Training?

No, anyone can register for training, however, members benefit from reduced rates.

Are courses CPD accredited and have certification?

All courses contribute towards Continual Professional Development (CPD). Certificates are provided to confirm successful completion. For more information contact the training team.

Do you provide training bundles?

Yes, we have:

Graduate Gateway / New starter bundle: Introductory level courses covering a selection of communication, leadership, regulatory and operational content

Hot topics bundle: Artificial Intelligence, Private Markets, Operational and Cyber resilience 

For more information contact the training team.

How do I get in touch with the IA Training team to discuss my requirements?

You can send us an email or call 020 7831 0898 to be transferred to the team.