Performs senior-specialist supervisory work in investment research within an FSA-licensed institution, within the Investment Manager's framework (Level 7); reviews and signs off Financial Analysts' (Level 5) work, applies advanced valuation methodologies, and prepares regulatory submissions to the FSA and MSX.
CFA Level II, or CIPM, or the Corporate Valuation certificate with the IFRS certificate.
Bachelor's + (CFA Level II or the Corporate Valuation certificate) + an approved competence assessment.
Within an FSA-licensed institution, including regulatory submissions to the FSA and MSX. Always refer to the official standard text and the competent authority's requirements when applying.
Supports eligibility within the relevant national professional-licensing pathways, subject to the competent authority’s requirements and the required experience; this does not constitute an automatic grant of a license.
Levels L4–L10 refer to the national career map, not to UK or OQF qualification levels.
