Investment Administration Qualification

Will Heywood – Pershing Ltd

Will Heywood is a CREST Settlement Clerk at Pershing Ltd. When he started the IAQ™ he was working in CREST Checking, however by the time he sat the final exam he had moved onto CREST settlement. Although his work gave him good exposure to various areas of the industry he felt that there were too many gaps in his knowledge and the IAQ would help him fill those gaps.

About the course structure

“I found the course to be structured very well for the first exam (Introduction to Securities and Investments) laying a good foundation which was built upon with the next two exams. Allowing students to specialise for the final exam enabled me to focus on an area very relevant for my day to day job.”

About the course tutors

“For all three units I found the tutors to be very knowledgeable and engaging which meant not only was I able to learn a great deal, but I also had a good time doing it! There was plenty of time to ask questions and share ideas, which created a great atmosphere in which to learn.”

About the study materials

“The study materials I received were excellent in preparing me for the exams. The study books break the course down into clear and concise chapters with plenty of hints and tips for passing the exam. The course slides I found to be the most helpful as they broke each chapter down into even smaller chunks – very revision friendly!”

About the training in relation to his current role

“Training for this qualification has definitely helped me in my current role, it has improved my knowledge greatly, both in the industry in general and more specifically with my current job. This knowledge translates directly into a better service for our clients and has improved my confidence in dealing with the many queries we get and generally my enjoyment of the job.”

Would you recommend BPP to your colleagues and friends?

“I would definitely recommend BPP to my colleagues and friends.”