CIOP Program

The CIOP Academy curriculum is designed to provide students with a combination of theoretical insights and practical applications. The courses are developed and given by experienced professionals who work in the industry as Investment Managers, Private Wealth Managers, Asset Servicers (amongst others). The content is updated constantly based on the latest insights, regulatory changes, and specific applications we see in the market. That makes the courses accessible, and the acquired knowledge can be directly applied in your day-to-day job. This curriculum is specifically suitable for employees in the Securities Operations domain, IT and Change, Finance, Operational Risk Management and Audit. 

The CIOP program consists of four key pillars: Market Participants, Financial Instruments, Processes and Technology. 

These pillars are covered in six modules, one of which is an elective that students must choose out of three options. 

Each module ends with an exam. The final exam requires students to write an article on a topic of their choice. This article is presented to the exam committee. The best CIOP article of the year is awarded and published in the VBA journal from CFA Society Netherlands. 

Each module is taught by an expert trainer who has practical experience in the area. The modules are designed to be completed in one day each. 

Before attending the training, participants will get a reader that contains the essential information they need to know. During the training, participants will also receive a binder that includes the materials they will use in the training. After the training, participants have the option to take an exam. If they pass the exam, they will earn the CIOP certificate for the module they finished. 

Full Program 

Module 1. Introduction to Financial Markets 

Module 2. Portfolio management 

Module 3. Securities Operations and Asset Servicing 

Module 4. Risk Management and Compliance 

Module 5. AI in Finance 

Module 6 Electives: Treasury 

Module 6 Electives: Derivatives 

Module 6 Electives: Blockchain in Finance

Qualified Certified Investment Operations Professionals may be enrolled in the CIOP Registry. The register is maintained by the Morreau VBA Training Institute Foundation.

Furthermore, membership of the CFA Society Netherlands association is a prerequisite for entry into the CIOP Register and obtaining 6 professional learning (PL) points per year.

5 - 15 participants

Training including exam upon successful completion, with certificate.

With training materials.

Including lunch, snacks, water, soft drinks, coffee, and tea.

A digital reader will be sent in advance for preparation.

During the training, you will receive a folder with training materials and a pen.

A laptop/device is not necessary during the training, but you are welcome to bring one for preparations with your digital reader.

Various locations in the Netherlands, easily accessible by public transport, bike, and car.