Securities Services

Associated Courses

£99 incl. tax

This course will teach you everything you need to know about securities services, including why they are important to banks such as BNY Mellon and their clients. Perfect for anyone looking to unlock the skills needed to join a custodian institution.

Learn Securities and Custody Services

Start by building your foundation skills and learn about the different products traded in capital markets. Develop your understanding of accounting, while mastering your efficiency in Excel. Discover the impact of company strategy on investment returns and financing costs.

Take a deep dive into the securities services offered by custodian banks, which encompasses both custody and issuer services. Learn the history and understand how securities provide important liquidity for banks and are one of the major fee income opportunities with financial institutions.

Click below for a complete breakdown of the topics covered in this course.

Specialist Series


Learn advanced technical skills with our specialist series. A fundamental understanding of financial accounting is recommended in order to benefit fully from the course.


Navigate your course with ease. The layout is consistent across all of our online courses. Each one has a tailored introduction video to help maximize your time.


Each resource targets a key learning objective. The videos are purposefully short to suit busy schedules and quick reference checks.

Watch the Introduction



Easy to use online learning

Technology supports and enhances all of our courses, whether classroom-based or online. Our in-house team has built an industry-leading online learning platform.

  • Immediate access to learning resources including videos, quizzes, exams, PDFs, Excel files and more
  • Engage with fellow finance professionals from different backgrounds
  • Get answers to your questions from the course instructor
Finance professionals have relied on our learning platform since 2016

Download on the App Store

Get it on Google Play


Revise on a train or plane
  • Take your content offline. Download all or individual parts of a course*, including videos and assessments. When you reconnect, your offline efforts will automatically be synchronized.
  • Complete a task on the app and you will see the same completion on your other devices
  • Receive notifications across devices, never miss a class or critical deadline

*Initial access requires an internet connection for authentication and content download


What do I need?

Access your course across desktop, laptop, tablet or phone; either via our web portal or the dedicated mobile app. While we have optimized our video quality and size, we recommend a broadband connection to enable uninterrupted video playback. A PDF reader and spreadsheet application are required to open the supporting resources.

Is it right for me?

This course is a must for anyone looking to work in the finance or multi-national corporate teams of a custodian bank. Learn the fundamentals to wow potential employers in interviews. Show off your skills by passing the accredited exam, which will enhance your ability to secure a career in the world of custody services.

Does my access expire?

Each purchase provides 12 months access. To renew your access simply buy the course again. Due to the downloadable nature of some content, we cannot offer refunds for customers that have already accessed their course.

Immediate Access

£99 incl. taxAdd to cart

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