Certified Securities Operations Professional (CSOP)

Course Info

Date: Mar-31-2025

Length: 1 Week

City: Istanbul

Fees: 3,900

Type: In Classroom

Available Dates

  • Mar-31-2025

    Istanbul

  • June-30-2025

    Istanbul

  • Sep-29-2025

    Istanbul

  • Dec-29-2025

    Istanbul

Dates in Other Venues

  • Jan-06-2025

    London

  • Jan-06-2025

    Dubai

  • Mar-03-2025

    London

  • Mar-03-2025

    Dubai

  • Mar-31-2025

    Paris

  • Mar-31-2025

    Singapore

  • Mar-31-2025

    Barcelona

  • Mar-31-2025

    Kuala Lumpur

  • Mar-31-2025

    Amsterdam

  • June-30-2025

    Dubai

  • June-30-2025

    Amsterdam

  • June-30-2025

    Singapore

  • June-30-2025

    Barcelona

  • June-30-2025

    London

  • June-30-2025

    Kuala Lumpur

  • June-30-2025

    Paris

  • July-07-2025

    Dubai

  • July-07-2025

    London

  • Sep-29-2025

    Paris

  • Sep-29-2025

    Amsterdam

  • Sep-29-2025

    Barcelona

  • Sep-29-2025

    Singapore

  • Sep-29-2025

    Kuala Lumpur

  • Oct-13-2025

    London

  • Oct-13-2025

    Dubai

  • Dec-08-2025

    London

  • Dec-08-2025

    Dubai

  • Dec-29-2025

    Barcelona

  • Dec-29-2025

    Singapore

  • Dec-29-2025

    Paris

  • Dec-29-2025

    Kuala Lumpur

  • Dec-29-2025

    Amsterdam

Course Details

Course Outline

5 days course

Introduction to Securities Types and Products   


  • Definition and significance of securities operations 
  • Identifying the role and responsibilities of securities operations professionals 
  • Discovering the structure of corporate equity and corporate debt securities 
  • Identifying the features and trading practices of U.S treasury and agency securities 
  • Understanding municipal securities and its categories 
  • Describing the money market instruments and repurchase agreements

More Types of Securities and Related Products   


  • Understanding how pay-down securities work 
  • Examining pooled / collective investments in financial markets 
  • Discovering types of derivative instruments 
  • Exploring international securities and specialized investment products
  • Navigating class action settlements 
  • Describing the procedures of tax reclamation and their role in security operations

Regulators, Regulation and Compliance  


  • Recognizing the importance of compliance with laws and regulations 
  • Reviewing federal laws and regulations applicable to securities operations:


  • Securities Acts of 1933 & 1934
  • SEC rules and regulations 
  • NASD rules and regulations 
  • MSRB/GSA rules and regulations 
  • NYSE rules and regulations 



  • Explaining the role of regulators and their impact on securities operations 
  • Understanding self-regulating organizations (SROs) and their functions  
  • Best practices to ensure compliance and alignment with federal and SRO standards

Controls, Reconciliation and Audit  


  • Overview of the process of creating and managing a properly controlled processing environment 
  • Describe the role of the securities operations department in managing trading risks 
  • Discussing the methodology of implementing controls for managing risks 
  • Discovering reconciliation methods and tools in securities operations 
  • Strategies for establishing regular audit practices and procedures to monitor and validate controls

Industry Structure 


  • Overview of the key roles of industry structures in the security operation industry 
  • Distinguishing between major exchanges: NASD vs. NYSE
  • Examining the role of depositories and clearing corporations in security operations  
  • Analyzing the benefits and limitations of electronic communication networks (ECNs)
  • Exploring securities identifying entities and their purpose 
  • Explaining the process of securities transfer and identifying parties involved