investment Banking Operations Course
This course equips participants with practical skills to manage the full equity trade lifecycle in investment banking operations, including reconciliation, corporate actions, fail management, and regulatory compliance.

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Investment Banking Operations Course provides a straightforward, hands-on set of tools to oversee the complete equity trade process, from taking orders to clearing, settling, and dealing with company actions. You'll learn how to do reconciliations, fix failed trades, control client funds, and handle tax, regulatory, and accounting effects using everyday workflows, strong risk measures, and clear ways to improve processes.
Elevify advantages
Develop skills
- Trade lifecycle mastery: manage equity trades from order to final settlement.
- Reconciliation expertise: sort out client, cash, and custody issues quickly.
- Corporate actions skills: handle splits and dividends accurately with tax in mind.
- Fail management tactics: assess, fix, and report settlement problems fast.
- Regulatory-ready ops: comply with audit, tax, and reporting requirements using proper records.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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