Digital learning for investment management firms
Flexible, practical and built to support regulatory training and professional development.
IA Learning is the Investment Association's digital learning platform for investment management firms.
It's designed to help firms — particularly small and mid-sized organisations — meet regulatory requirements and support ongoing professional development, without adding unnecessary administrative burden.
Unique to IA Learning
'Test Out' — the feature that gives time back
Rather than making everyone start from scratch, learners demonstrate existing knowledge upfront — skipping content they've already mastered while still earning full CPD accreditation. Valuable time returned to your business and your people. No other platform in investment management does this.
7-day free trial
Explore selected modules and try the platform before committing — ideal for teams reviewing their training options.
400+
courses — 50+ specific to investment management, curated by IA policy leads
10–55
minutes per module — fits around real work, available on mobile
£495+
per year +VAT — with enterprise and discount bundles available as you grow
∞
unlimited licences — one platform, no per-seat surprises
Importantly, IA Learning is flexible. You can use it as a standalone LMS, or integrate our content into your existing platform — depending on how your current set-up works.
Making training easier to manage, track and apply
Many firms tell us that training is difficult to keep on top of. IA Learning is designed to reduce that friction by improving visibility, simplifying management and making learning more relevant to employees.
The challenge firms face
- Tracking completion and CPD across teams
- Demonstrating compliance and audit readiness
- Managing multiple providers and inconsistent content
- Getting employees to engage with learning
How IA Learning helps
- Courses reviewed and selected by IA policy leads
- Over 400 practical modules covering regulation, cyber and professional skills
- Short, interactive learning that fits around the working day
The focus is simple: less chasing, better visibility, and learning that fits around day-to-day work.
Sound familiar?
If you work in investment management and recognise any of these situations, IA Learning was built for you.
I need to stay on top of regulation, but I don't have hours to spare.
The problem
Compliance training that's generic, time-consuming and hard to fit around real work.
IA LEarning Solution
Targeted, IM-specific content from 10 minutes — meet your regulatory obligations without blocking out half a day.
I'm responsible for my own CPD, but I'm not sure what I actually need.
The problem
No clear path, no time, and no platform designed for your industry.
IA LEarning Solution
Personalised pathways across regulation, risk and professional skills — CPD hours recorded automatically as you go.
Our team training is inconsistent — and I have no way of knowing what's been done.
The problem
Spreadsheets, chased emails and no audit trail when the regulator comes calling.
IA LEarning Solution
Allocate by role, track completion, evidence compliance — all from one dashboard built for small and mid-sized firms.
Particularly well-suited to small and mid-sized firms
In smaller firms, one person often owns training, compliance and HR simultaneously. IA Learning is designed for that reality — flexible enough to manage individually, scalable as your team grows, and priced to make sense at every stage.
A focus on saving time
A key advantage of IA Learning is reducing unnecessary training time across your organisation.
For many firms, particularly smaller teams, this can make a meaningful difference to both productivity and engagement.
Smarter training. Less repetition. Better use of people's time.
IA Learning helps organisations cut avoidable time spend, while still maintaining the evidence, oversight and standards firms need.
Reporting and audit tools
Track learner progress, identify knowledge gaps and support compliance oversight with clear reporting tools.
CPD tracking
Support continuing professional development by helping learners record and manage their training activity.
Flexible course delivery
Use IA Learning as a standalone LMS or integrate course content into your existing learning platform.
On-the-go access
Give learners access to training content in a way that supports flexible working and ongoing development.
Why is IA Learning better than other platforms?
Built on proven eLearning technology
IA Learning is powered by Access’s established eLearning platform, backed by over 30 years of experience supporting financial services firms. It provides a reliable, well-tested foundation.
Reviewed by the Investment Association
All content is independently reviewed by the IA to reflect current regulatory expectations, industry best practice, and real-world challenges.
Designed specifically for financial services
The platform is tailored to the regulatory environment, risks, and learning needs of investment management firms, rather than adapted from a generic solution.
Relevant, not generic
Content is created for financial services professionals, avoiding one-size-fits-all compliance training and focusing on what is genuinely useful in day-to-day roles.
Why should I change?
Aligns with industry best practice
Regularly updating your eLearning every 3–5 years helps keep content current, maintain engagement, and avoid knowledge becoming outdated or routine.
Reduces manual tracking and compliance bottlenecks
Training and compliance tracking are centralised and automated, removing the need for spreadsheets or manual follow-ups. This gives clearer visibility and reduces admin, particularly for smaller teams.
Saves time and improves the learner experience
The ‘Test Out’ feature allows learners to demonstrate existing knowledge upfront. This avoids unnecessary training while still capturing CPD and audit evidence, freeing up time for both individuals and the business.
How can I quantify the ROI?
Supports a clearer view of return on investment
While ROI is not always measured precisely, it becomes clearer when you look at overall impact. This includes staff numbers, training volumes, regulatory requirements, and potential financial or reputational risk. Streamlining training helps reduce time, cost, and operational pressure across the organisation.
Saves time through the ‘Test Out’ feature
Learners can demonstrate existing knowledge upfront and bypass training they already understand. This helps reduce unnecessary time spent on repeat learning while still maintaining CPD and audit evidence.
Delivers measurable time savings at scale
For example, if an employee completes 10 hours of training per year and tests out of half, that immediately saves 5 hours. Applied across a wider team, this can result in significant time and cost savings for the business.
Meets regulatory expectations without unnecessary workload
The ‘Test Out’ feature is mapped to learning outcomes, so demonstrated knowledge counts as completion. This provides clear evidence of competence for audit purposes, without requiring employees to complete training unnecessarily.
How quickly can it be set up?
Once contracts are in place, initial set-up typically takes around two weeks. It’s designed to be fast and hassle-free, with most firms fully up and running within three to four weeks.
What reporting is available?
Enjoy a comprehensive reporting suite with intuitive dashboards for quick compliance snapshots, plus detailed, drill-down reports covering everything your firm needs for audits and oversight.
Is everything CPD accredited?
Yes. Absolutely! Every course is CPD accredited, ensuring your team’s learning counts toward professional development.
Is the platform scalable?
Yes. The platform is infinitely scalable to grow with your business. It can support over 250,000 users on a single instance, so you’ll never outgrow the system.
Can I add my own content?
Yes. Our integrated authoring tool (eCreator) lets you enhance existing courses with custom modules (e.g. internal policies) and create full courses from scratch, which is perfect for onboarding or induction programmes tailored to your organisation.
(Note: Existing platform content cannot be edited.)
How long is each module?
Modules are designed for flexibility - short and focused, ranging from 5 minutes to 55 minutes.
How many modules are there?
Access to up to 400 modules, including around 50 designed specifically for investment management.
Are there any industry qualifications available?
Not at the moment. IA Learning is designed to support ongoing professional development, and we continue to evolve the platform in line with industry needs.
Do any courses relate to other IA training?
Yes! For details, simply contact the IA Training team.
How will we be informed of new content?
You will receive regular release notes whenever new content is added or updated, helping you stay up to date with the latest learning available.
What if I already have an LMS platform and want to add your content?
Our eLearning libraries can be made available straight to your LMS.
What if I just want to access cyber security modules?
Simply contact the IA team to discuss your specific requirements.
What is the cost for 5 people to access the platform?
Pricing is flexible and tailored to your needs. Contact us for a quick quote, and we will make sure you get the best value for your team.
What is the cost for 50 people to access the platform?
We offer scalable pricing for larger teams. Reach out to us for a customised package that fits your organisation perfectly.
