Why CISI qualifications?

Whether you choose to self-study using the CISI workbook and elearning material, or study via one of our Accredited Training Providers, we have a number of resources that will help you prepare.
If you would like to attend a formal training course in Switzerland, please contact Fitch Learning, our Accredited Training Partner (ATP).

Written by practitioners
Globally portable
Remote learning

Recognition and employability
Instant results with computer based testing
Specialist knowledge

Choose your career pathway

Starting your career? We recommend you take the International Introduction to Securities & Investment Award – this is a stand-alone award with no entry requirements. You can preview the study material by entering your details here.

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

Current Corporate Supporters

Corporate supporters enjoy access to a range of benefits that complement individual membership. Many corporate supporters have made the CISI's Integrity Matters interactive workshop a central part of their own integrity programmes.


Partner University

International Management School Geneva

IMSG is a business school located in the heart of Geneva, preparing students for the job market in the real business world. IMSG delivers degrees, in English, French, and mixed English/French pathways.

Find out more

Local Test Centre


CISI Membership


As a CISI member you enjoy access to a wide range of benefits to support you with your professional development. Join as a member today and progress up the membership levels to access our globally recognised designatory letters.

CISI membership demonstrates that you have made a personal commitment to high standards of competence and integrity throughout their career.

Find out more

Apply for a CISI Membership

Complete the Certified Wealth Management Adviser Qualification (CWMA) form and apply for CISI's Associate (ACSI) Membership.

 Download the application form



To speak to the CISI's Swiss lead, please contact:

Karolina Pajor
Senior International Manager
 +44 7645 0674



News, insight & analysis

  • us-election_700

    Ask the experts: US election

    Cailin Birch, global economist at The Economist Intelligence Unit, and Tom Richards, investment director at Canaccord Genuity, on the US election and its impact on the financial services sector
    by Bethan Rees

    Read more
  • fp_700

    In the news: Virtual CISI Financial Planning Conference 2020

    A glimpse into this year's conference, as reported by FT Adviser and IFA Magazine
    by Bethan Rees

    Read more
  • FP awards 2020-700

    Financial Planning Awards 2020

    The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!

    Read more
  • Sir-Hector-Sants_700

    Profile: For the common good

    Sir Hector Sants, chair of the UK’s Money and Pensions Service (MaPS), says that the right regulation, culture and empowered consumers are needed to help people make the right financial decisions throughout their lives
    by Bethan Rees
    Read more