CISI upholds high standards of professionalism, which it describes as a combination of three elements:

  • Knowledge-gained via qualifications that promote competence
  • Skills-gained via continuing professional development
  • Behaviour-promoted via high standards and a code of conduct

Having received its royal charter in 2009, CISI now has 45,000 members in 111 countries. Interested in joining them? Here’s a brief guide to what’s on offer.

Why study a CISI accredited course?

There are four key reasons why you should choose CISI qualifications.

  1. They provide a clear career pathway

By following one of CISI’s progressive study routes, you’ll gain the skills and knowledge you need to find work in your chosen area of financial services. Qualifications follow six pathways which focus on:

  • Operations
  • Wealth management
  • Compliance/risk
  • Capital markets and corporate finance
  • Islamic finance
  • Financial planning.
  1. They’re relevant

Used by major banks and financial institutions, CISI’s professional qualifications are recognised by the Financial Conduct Authority and endorsed by the Financial Skills Partnership. They’re also created, developed and reviewed by senior professional practitioners, so you can be sure that they’ll deliver the knowledge and skills you need for your ideal role.

  1. They allow for flexible study

Rather than offering courses directly, CISI delivers its qualifications via accredited training partners such as the London Stock Exchange Group, which offers several bespoke trading courses. Partners are located in various places and you can choose to study in class or via distance learning.

There’s also plenty of flexibility on offer when it comes to course content, as you can study technical units which are relevant to your job role and decide how many units to study simultaneously.

  1. They allow for flexible study

By demonstrating your commitment to professionalism,  CISI membership will boost your status in the financial services sector. As you progress through the levels you’ll also gain designatory letters, access to CPD courses and valuable networking opportunities, including an annual dinner.

There are 5 grades of membership available:

  1. Student affiliate
  2. Associate (ACSI)
  3.  Member (MCSI)
  4. Chartered member (Chartered MCSI)
  5. Chartered fellow (Chartered FCSI)

What courses are accredited by CISI?

  • CISI & CPD Accredited Online Trading Programme
  • Institutional Trader Programme London Stock Exchange 5 Day Course
  • CISI Level 2 Award in Fundamentals of Financial Service
  • CISI Level 3 International Introduction to Investment
  • CISI Level 3 International Certificate in Wealth and Investment Management
  • CISI Level 4 Certificate in Managing Operational Risk in Financial Institutions
  • CISI Level 7 Chartered Wealth Manager qualification

What jobs can I do with CISI qualifications?

  • Financial Analyst
  • Portfolio Analyst
  • Stockbroker
  • Stock Trader
  • Financial Planner
  • Para-planner
  • Financial Adviser
  • Investment/Fund/Portfolio manager
  • Wealth Manager
  • Risk Controller
  • Team Leader/Supervisor