• 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.

  • 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.

    Members login here

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

Investment Operations Certificate

The success of the Philippine’s business process outsourcing (IT-BPO) sector has resulted in high quality, well-paying jobs to millions of Filipinos. The Investment Operations Certificate qualification has been designed to enhance knowledge and skills of the administration and operations areas of the financial services sector. It will provide you with an overview of the financial services profession and its regulation.

Find out more

Accepted in over 50 Countries

The IOC is taken by practitioners globally, reflecting the global importance of operations

Flexible study options

Choose from a wide selection of units allowing you to focus on topics relevant to your job role

CISI student membership

Become associated with a Chartered professional body and take advantage of an extensive range of benefits

Meet your local team

Our office in the Philippines supports on-going growth in CISI qualifications and membership and supports individuals and firms to attain and maintain high standards of competence, behaviour and integrity. In the Philippines, we have formed a National Advisory Council (NAC), to support growth and advise the Institute on national education and local continuing professional development requirements.

Andrella Guzman-Sandejas

Country Head

Marc Gulle

Business Development Executive

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.