ACCA

The CISI and ACCA Partnership

The partnership between ACCA and the CISI has been developed so that ACCA members who work or have an interest in the securities and investment industry, can have easy access to the CISI qualifications and membership that can assist their career progression. More about the CISI

CISI Qualifications

ACCA has approved and accredited a number of CISI qualifications as relevant sources of CPD for its members. This reflects the fact that many roles in financial services require individuals to have an in-depth understanding of the industry and the regulations that underpin it. We have identified the qualifications and/or exam papers most applicable to accountants working in, or wishing to move into, the securities and investments industry.

The qualifications/exam papers below have been grouped in order of their relevance to each job / sector.

Accountants Starting out in the Financial Services Sector

Introduction to Investment Award (one hour exam)
Financial Regulation (two different one-hour exams to choose from)

Investment Operations

Diploma in Investment Operations (three different units to choose from)
Investment Operations Certificate (IOC) (eleven different units to choose from) Qualified ACCA members, if seeking regulatory FCA approval, are exempt from one module of the IOC.

Funds

Diploma Fund Management Paper (three hour written paper)

Broker / Dealer

CISI Certificate Programme (three different units to choose from)

Compliance

Risk

Advanced Certificate in Operational Risk (ACOR)

Wealth Management

Certificate in Investment Management (CertIM)
CISI Masters in Wealth Management (CISIM)

To Book a CISI Exam

Please contact us.

In your email please include the following details:

Full name
Date of birth
ACCA membership number and designation
The exam which you would like to book
Job title
Firm name, Firm address and email address
Correspondence address (if not work address)

Please note that by completing this email, you authorise the CISI to confirm your membership status with the ACCA.

CISI Membership

As the professional body for the securities and investments industry, we would like to invite ACCA members and ACCA Affiliates to become members of the CISI.

Members of the CISI enjoy access to an extensive range of professional and personal benefits.

Please note, ACCA members and ACCA Affiliates do not have to sit further exams to become CISI members. For applications at MCSI, ACSI level, it is a requirement to take and obtain an A grade pass in the CISI's IntegrityMatters within 3 month of gaining membership with the CISI.

ACCA members (ACCA and FCCA) with three or more years of industry experience are eligible for full membership (MCSI) of the CISI (ACCA members without three years industry experience are eligible to join as Associate (ACSI) members)

ACCA Affiliates are eligible for Associate (ACSI) membership of the CISI

2013/14 Subscription

MCSI: £175
ACSI: £125

(Joining fees waived for ACCA members, normally £50 for MCSIs and £25 for ACSIs)

Membership is from 1 April to 31 March of the following year. The subscription for the first year is payable at the time of application. Cheques should be made payable to the Chartered Institute for Securities & Investment Ltd and crossed 'a/c Payee only'. Following the first year of membership, payment can then be made annually by Direct Debit.

To Apply

Please use the special application form for ACCA members which is available here:

ACCA Application form

The application should be completed in full, and returned with your cheque or credit card details to:

Chartered Institute for Securities & Investment
8 Eastcheap
London
EC3M 1AE

For more information, please contact us