• 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.

  • The most constructive

    60 minutes

    of my day

    “Short, concise, easy to use e-learning modules that give me a basic understanding of such a broad range of subjects”

    Find our more about Professional Refresher
  • Qualify as a Chartered Wealth Manager with the CISI and watch your career take flight

  • Professional Refresher

    Your online training tool

    Anti-Money Laundering
    This module examines anti-money laundering legislation and regulation, the role of the money laundering reporting officer, how to report money laundering, Money Laundering Regulations 2017, Proceeds of Crime Act 2002, terrorist financing, and the sanctions and penalties that can be imposed.

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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.

AML/CFT Professional Assessment

The Anti-Money Laundering/ Combating the Financing of Terrorism Professional Assessment is an online certificate designed for practitioners needing to comply with the annual AMLC requirement for training.

Find out more
Andrella Guzman-Sandejas, Country Head - Philippines, CISI, and Mel Georgie Racela, Executive Director, AMLC, at the virtual AMLC accreditation signing.

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

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.


James Hartland Chartered MCSI

CEO and Director of Astra Asia

Social Media Officer

Mark Abeleda Chartered MCSI

Assistant Vice President at HSBC

CPD and Social Officer

Miles Uy, MCSI

Vice President, J.P. Morgan

Education Officer

Mark Anthony Valino

Vice President, Pru Life UK

Local Partnerships

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.


The CISI accredits external partners to deliver training for candidates preparing to sit exams. If you wish to participate in training to prepare for CISI exams, please contact one of the following accredited training partners (ATP):

Inquirer Academy

Corporate Supporters

Our corporate supporters endorse the CISI’s values of integrity and ethics within the financial sector. They also gain access to CISI’s suite of globally recognised qualifications and Continuing Professional Development CPD schemes designed to ensure that employees continually maintain standards of compliance and competence.

Your local office

Chartered Institute for Securities & Investment
14/F Net Cube Building
3rd Avenue Corner 30th Street
Bonifacio Global City
Taguig City, 1634, Philippines
+63 2 8479 5592
For bookings, orders, membership and general enquiries, please contact our customer support team.