Global qualifications and membership for #YourCompetitiveEdge in financial services
 
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Don't take it from us... Listen to our global community

Ireland Business Development

DHeffernan

Deirdre Heffernan ACSI
deirdre.heffernan@cisi.org

Ireland National Advisory Council

Martin Collins, Chartered FCSI

Head of Investment Consultants
AIB Private Banking

Tommy Cronin, Chartered MCSI

Director
Crowbar Consulting Limited

Clark Elder, Chartered FCSI

Country Head of Compliance & MLRO
RBC Investor & Treasury Services

 

Eugene Kiernan, Chartered FCSI

Independent Investment Consultant

Eoghain Murphy, Chartered MCSI

Head of Private Banking Ireland
Barclays

Adele Spillane

Director
Blackrock

CISI Qualification Recognition

CISI is a global leader in investment education at all levels, delivering directly or in partnership with employers and third level institutions.

Qualifications are developed by practitioners for practitioners, our qualifications provide career building blocks and global portability.

Some CISI qualifications are eligible for exemptions for the Professional Diploma in Financial Advice, which is approved by Central Bank to meet minimum competency requirements.

CISI qualifications meet all ESMA guidelines.

Flagship CISI qualifications include

Investment Operations Certificate

  • Ideal for new entrants to the investment operations field
  • A choice of technical units designed to be immediately applicable
  • Delivered via computer based test
  • Fully compliant with European guidelines
Find out more

Capital Markets Program

  • Best practice benchmark qualification for the capital markets/wholesale sector – institutional investment advisers
  • Specialist input from leading practitioners
  • Streamlined syllabuses, focusing on key concepts and principles
Find out more

Ethics and Culture

The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. CISI has been to the fore in developing products and services where the highest standards of integrity are embedded and regularly tested.

Integrity at Work

  • An onsite interactive workshop which is tailored to suit any firm, business type or location
  • Over 8000 professionals have participated in this workshop globally in the last 3 years
  • Anonymous voting encourages participants to vote how they would in real life rather than how they know they should
  • Approved to meet Central Bank’s requirement of one hour’s ethics CPD

IntegrityMatters

  • An online integrity test designed to highlight dilemmas practitioners may face at work
  • unique elearning tool developed by the CISI highlights the importance of integrity and enables users to test their ability to make ethical decisions in the workplace
  • over 45,000 professionals have taken the IntegrityMatters test

Speak Up

  • to support a ‘speak up’ culture in financial services, the CISI has developed a suite of resources focusing on the importance of professionals having the knowledge and courage to speak up when they witness failings, large or small, which impact the standards set by their organisation
  • Speak Up interactive workshop - live voting, and interactive discussions, attendees have the opportunity to discuss and debate a series of true to life scenarios, and understand how to speak up with confidence
  • Professional Refresher online learning module – Integrity & Ethics

News, insight & analysis