External Specialist Support Material

Here you will find some useful information, guidance and support materials for existing external specialists.

After joining all external specialists should receive a welcome pack.

Exam & Syllabus Panel Members

Syllabus Review Panels formally review syllabi in annual meetings to incorporate changes to the industry as appropriate. Panel Members ensure the accuracy and relevance of the exam.

Each exam subject will form an exam panel, which includes a senior and technical adviser. The senior adviser will chair the panel and represent the subject at the annual qualification assessment board meeting, and the technical adviser provides support to the subjects' exam managers.

Responsibilities include:
  • Attending panel meetings
  • Reviewing syllabus learning objectives in the light of current industry practice


Exam Panels for Narrative Exams

The exam panels for narrative exams hold four meetings a year.

pdf Advanced Certificates       pdf Diploma       pdf Masters


Sample Exam Questions

Please see the exam details & syllabus page for a selection of sample questions.
Item (Question) Writers and Editors

Item writers devise exam items (and their answers) that must properly test the learning objectives. Editors provide independent quality checks of the items.

Responsibilities include:
  • Producing CISI exam-standard items to agreed deadlines
  • Ensuring items are written/edited against learning objectives
pdf Guidance Notes       pdf Common Errors


Useful information

pdf Quest Editor Hints & Tips 
pdf Writing 'Calculate' items 
pdf What does Know, Understand, Apply and Calculate actually mean? 
pdf Writing items against the syllabus learning objective 
pdf Writing Effective Options 
pdf Aide Memoire - Item Writing Guidance 
pdf Difference between 'knowledge' and 'understanding' items
pdf Why are our timescales so tight? 
pdf Workbook Mirroring
Workbook Authors

Experienced freelance authors with finance experience and who have published work in their area of specialism are sought.

Responsibilities include:
  • Updating workbooks in line with new syllabuses and any industry developments
  • Ensuring that the syllabus is fully covered

pdf Workbook Author

  Workbook Reviewers

Individuals with a high-level knowledge of the area are sought.

Responsibilities include:
  • Highlighting any inconsistencies against the syllabus
  • Assessing the author's interpretation of the workbook

pdf Workbook Reviewer

     
Workbook Technical Reviewers

Technical reviewers provide a detailed review of the workbook and bring the review comments to the panel.

Responsibilities include:
  • Cross-checking the workbook against the syllabus
  • Ensuring sufficient coverage of each learning objective

pdf Technical Reviewer

  Workbook Proofreaders

Proofreaders are needed to proof workbooks both grammatically and also in terms of the format and layout.

Responsibilities include:
  • Checking for spelling and grammar mistakes
  • Checking for formatting inconsistencies

pdf Workbook Proofreader



Sample Workbooks

Please find some samples of workbooks for your reference.

pdf Asset Servicing         pdf Global Securities Operations         pdf Operational Risk



If you have any queries or comments about any forthcoming meetings, please contact Jamie Britton on +44 20 7645 0718 or email jamie.britton@cisi.org





Each year, the CISI organises an annual event to thank all external specialists for their help and ongoing support. We also invite potential specialists to give them the opportunity to find out more about it and how to get involved. This is an excellent networking opportunity.

This year the annual Summer Event will be held at Middle Temple Hall & Gardens on Wednesday 19 June. Invitations have been sent out, so please save the date!