The CISI and ACCA partnership

The partnership between ACCA and the CISI has been developed so that ACCA members who work or have an interest in the Securities, Investments and Financial Planning professions can have easy access to the CISI qualifications and membership that can assist their career progression.

CISI qualifications

ACCA has approved and accredited a number of CISI qualifications as relevant sources of CPD for its members. This reflects the fact that many roles in financial services require individuals to have an in-depth understanding of the profession and the regulations that underpin it. We have identified the qualifications and/or exam papers most applicable to accountants working in, or wishing to move into, the Securities, Investments and Financial Planning sector.

The qualifications/exam papers below have been grouped in order of their relevance to each job / sector.

Accountants starting out in the financial services sector

Investment Operations

Funds

Broker/Dealer

To book a CISI exam

Please email us at customersupport@cisi.org, in your email please include the following details:

Full name
Date of birth
ACCA membership number and designation
The exam which you would like to book
Job title
Firm name, Firm address and email address
Correspondence address (if not work address)

Please note that by completing this email, you authorise the CISI to confirm your membership status with the ACCA.

CISI membership

As an established body for the Securities, Investments and Financial Planning sector, we would like to invite ACCA members and ACCA Affiliates to become members of the CISI.

Members of the CISI enjoy access to an extensive range of professional and personal benefits.

Please note, ACCA members and ACCA Affiliates do not have to sit further exams to become CISI members. For applications at MCSI, ACSI level, it is a requirement to take and pass the CISI's IntegrityMatters within 3 month of gaining membership with the CISI.

ACCA members (ACCA and FCCA) with three or more years of professional experience are eligible for full membership (MCSI) of the CISI (ACCA members without three years professional experience are eligible to join as Associate (ACSI) members).

ACCA Affiliates are eligible for Associate (ACSI) membership of the CISI.

Find out more about CISI membership.

Membership Fees

MCSI: £190
ACSI: £135 

Joining fees are waived for ACCA members  and would normally cost £50 for MCSIs and £30 for ACSIs. Membership is from 1 April to 31 March of the following year. The subscription for the first year is payable at the time of application. Cheques should be made payable to the Chartered Institute for Securities & Investment Ltd and crossed 'a/c Payee only'. Following the first year of membership, payment can then be made annually by Direct Debit.

To apply

Please use the application form for ACCA members which is available here. The application should be completed in full, and returned with your cheque or credit card details to:

Chartered Institute for Securities & Investment
20 Fenchurch Street,
London
EC3M 3BY