investment Banking Operations Course
This course equips professionals with essential skills for managing investment banking operations, focusing on equity trade lifecycles, reconciliations, corporate actions, fail management, and regulatory compliance.

4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Investment Banking Operations Course provides a concise, practical toolkit to manage the full equity trade lifecycle, from order capture through clearing, settlement, and corporate actions. Learn to handle reconciliations, resolve fails, manage client money controls, and navigate tax, regulatory, and accounting impacts using real-world workflows, robust risk controls, and measurable process improvements.
Elevify advantages
Develop skills
- Trade lifecycle mastery: handle equity trades from order to final settlement.
- Reconciliation expertise: resolve client, cash, and custody breaks fast.
- Corporate actions skills: process splits and dividends with tax-smart accuracy.
- Fail management tactics: triage, repair, and report settlement breaks quickly.
- Regulatory-ready ops: meet audit, tax, and reporting rules with clean records.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
Your classes are perfect. I got the one-year package and finally have the chance to follow several topics I'm interested in without having to switch platforms... thank you for everything you do, I've already recommended you to others...

Giulio CarloDigital Marketing Student
I like how the lessons get straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way the videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast and easy to use. The variety of content and the extra videos really help with learning.

Giulio CarloPrompt Engineering Student
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