Certificate in Ethical Artificial Intelligence (AI)
If you’re in search of a jargon-busting course that not only delves into the core definitions and global developments in the field of AI but also explores its ethical dilemmas and what they mean for financial services, as well as the responses of regulators, this new certificate offers an outstanding overview.
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We can all learn from one another
Our mentoring scheme now includes reverse mentoring, where more senior members learn from more junior members, because we believe knowledge-sharing trumps hierarchy.
Gain new skills and perspectives
Welcome to the CISI Learning Platform
We are excited to introduce our cutting-edge new Learning Platform, designed to revolutionise how CISI members access and consume our world-class CPD content.
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New mentoring platform for all CISI Members
Join today and learn from, or support, other members in our professional community
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Professional Refresher
Enhance the knowledge you have gained from attending CPD events using our elearning tool. Popular modules include:
Greenwashing Anti-Money laundering Social and Emotional Intelligence
Greenwashing

Anti-Money laundering

Social and Emotional Intelligence

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Corporate Cyber Security
Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.
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Show your credentials!
Display your achievements as a CISI member and differentiate yourself from your peers
Download your member badge
Bridging the vulnerability gap
Read our special report on how the financial services sector is supporting customers in vulnerable circumstances.
Read the report
Your new MyCISI Member App
Carry your knowledge around with you more easily

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Climate Risk Certificate
The first joint qualification from the Chartered Body Alliance
Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.
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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.
We encourage all of our members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day.

The CISI in the Philippines

"The scientists have done their job, now it's time for financial services to do ours"

George Littlejohn, Chartered MCSI

a COP26 special

As the leading body for financial services professionals, you can see our wealth of insightful sustainable and responsible finance learning materials for those working in and interested in financial services.

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Online learning

Our cutting-edge elearning tool, Professional Refresher, is designed to refresh or develop your knowledge on a variety of topics, all achievable during your lunch break or commute.

Greenwashing

Responsible and Sustainable Investment Funds and the Equity Markets

Environmental, social and governance investing

The Review

Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.

Five innovations accelerating responsible finance

Impact measurement in private equity – cutting through the complexity

Making homes greener

CISI TV

Build new skills and shine a spotlight on ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.

Investing in the future: enabling decarbonisation

Demystifying impact investing: Most common myths discussed

What does impact investing mean for you and your clients

Qualifications & Assessments

Essential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.

Sustainable and Responsible Investment - Professional Assessment

Green and Sustainable Finance Certificate - Level 4 exam

Climate Risk Certificate - Level 5 exam

Why CISI qualifications?

The Chartered Institute for Securities and Investment offers a range of qualifications which are designed for you to learn and enter the financial services sector. Our study pathways in Operations, Wealth Management, Compliance/Risk, Capital Markets/Corporate Finance, Financial Planning and Islamic Finance, will provide you the specialist understanding needed to start out and progress in your chosen discipline.

Written by practitioners

Specialist knowledge

Globally portable

Remote learning

Recognition and employability

Practical and relevant

Instant results with computer based testing

Flexible approach

Career Pathways

Fundamentals of Financial Services (Level 2)

International Introduction to Investment (Level 3)

Operations Wealth Management Compliance & Risk Capital Markets & Corporate Finance Islamic Finance

National advisory council

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

President

Mark Abeleda Chartered MCSI

Vice President at HSBC

Miles Uy, MCSI

Vice President, J.P. Morgan

Mark Anthony Valino

Vice President, Pru Life UK

Lawrence Yu ACSI

Executive Vice President SEAOIL Philippines, Inc . and Managing Director Novel Capital, Inc.

Kris Curaming ACSI

Senior Vice President, Citi

Nicomedes Buenaventura Chartered MCSI

Business Consultant, SimCorp

Strategic alliances

The CISI has formed strategic alliances with local bodies and educational institutions with the objective of supporting capacity building for the financial services sector in the Philippines.

News, insight & analysis

Word on the web: Laying down the LIBOR

Aug 14, 2015

After Tom Hayes’ conviction for rigging LIBOR, the online financial community is asking: “Who else is guilty and why are certain senior officials not being prosecuted?”

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Ask the experts: Capital Markets Union

Aug 11, 2015

In September, the European Commission (EC) is set to unveil its action plan for a Capital Markets Union (CMU), which aims to integrate capital markets across all European Union (EU) member states. Paul McGhee, Director of Strategy at the Association for Financial Markets in Europe (AFME), explains how this could affect financing throughout the EU

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Proposed merger of CISI and IFP

Aug 7, 2015

The Board of The Institute of Financial Planning (IFP) has agreed that following discussions with the CISI, they are consulting with their members with a recommendation that the IFP merges with the CISI. Terms have been agreed and a consultation period is now starting with the IFP membership

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Word on the web: Sound advice

Aug 7, 2015

It’s free for pensioners and easily accessible to the rich, but could a new UK Government review make financial advice available to everyone?

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Contact us

For bookings, orders, membership and general enquiries, please contact our customer support team.

customersupport@cisi.org

Certificate in Ethical Artificial Intelligence (AI)

We can all learn from one another

Welcome to the CISI Learning Platform

New mentoring platform for all CISI Members

Professional Refresher

Corporate Cyber Security

Show your credentials!

Bridging the vulnerability gap

Your new MyCISI Member App

Carry your knowledge around with you more easily

Climate Risk Certificate

The first joint qualification from the Chartered Body Alliance

Welcome to the CISI

The Professional Body of Choice for the Financial Services Sector