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  • Annual Integrity Event 2021

    Sustainable Integrity

    Tuesday 19 October | 13:00 - 14:15 (BST)

    Our prestigious Annual Integrity Event returns once again to see well-known figures fiercely discuss the most relevant and topical dilemmas applicable in today’s modern and ever-changing world.

    We are excited to deliver an even more engaging and highly interactive experience to you online.

    Register for the live webcast
  • Virtual Annual Report 2020-2021

    New for this year's annual report, you can now take a walk through a virtual experience to hear about our achievements during unprecedented times.

    Immerse yourself in the virtual gallery
  • Welcome to the CISI

    The Professional Body of Choice for the Financial Services Sector

    The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992.

c. 45,000 Members in over 100 countries
c. 40,000 Exams taken in 81 countries

National advisory council

We have an established a CISI National Advisory Council (NAC), made up of senior financial services practitioners, working voluntarily to represent and promote local membership and the securities and investment profession in the Greater Bay Area and China. The NAC supports the provision of continuing professional development (CPD) opportunities and networking events for local CISI members.


Ernest Yeung Chartered FCSI

Chief Global Strategist for Changsheng Fund Management Ltd

Committee Member

Ken McGowan Chartered MCSI

Associate Director, Gobeyond Partners 

Wealth Management Officer

Mathew Bate Chartered FCSI

Director and Responsible Officer Private Capital Ltd

Education Officer

Dr. Angus Young MCSI

Senior Lecturer and Associate Programme Director, Hong Kong Baptist University

Compliance Officer

Wilson Cheung MCSI

Director, Deloitte

Fintech Officer

Simon MacLean Chartered FCSI

Director, Superior Solutions Ltd.

Insurance Officer

Praveen Daswani MCSI

Chief Executive, Utmost Worldwide Ltd

Operations Officer

Richard Milner

Managing Director, Markets & Securities Services Operations Asia HSBC

Local training partners

The CISI does not offer training for candidates preparing to sit CISI exams but accredits external partners to do so. If you wish to participate in a training course to prepare for CISI exams, please contact one our accredited training partners:

Are you looking to become a CISI Accredited Training Partner?

To become accredited with the CISI, you need to demonstrate training capacity and have a proven training history. All our trainers are experienced in their field and must have completed the relevant CISI exams. For more information and the application form,
Please contact: AsiaPacific.Office@cisi.org

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