Choose your career pathway

Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the professional sector, or you’re looking to specialise in a chosen discipline.

No matter your technical focus, our professionally recognised study pathways ensure the specialist understanding you gain can be immediately transferred to business activities and client-facing advisory functions, helping you to progress in your career.

Why CISI Qualifications?

Our foundation, qualifying, advanced and professional level study pathways in Operations, Wealth Management, Compliance/Risk, Capital Markets/Corporate Finance, Financial Planning and Islamic Finance offer practitioners the opportunity to achieve core competence and foster strong careers in all areas of financial services.

CISI exams are taken in over 80 countries and offer flexibility to suit your job requirements. You can build a broad portfolio of exams by adding additional job-related technical units to your qualification, substitute our regulatory exams with one specific to your local market and decide how many units you wish to study at one time.

Our qualifications are designed, developed and reviewed regularly by senior professional practitioners to ensure they are purpose built for the market and remain relevant. Major banks and financial organisations worldwide use our qualifications to benchmark the knowledge of their staff.

Professional Excellence

Global Portability

Professional recognition

Career Pathway

Specialist Knowledge

Flexible Approach

Practical and Relevant

Study Resources


Gain specialist knowledge and expertise to progress your career in investment operations

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Wealth Management

Gain specialist knowledge and expertise to progress your career in wealth management

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Compliance & Risk

Gain specialist knowledge and expertise to progress your career in compliance and risk

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Capital Markets & Corporate Finance

Gain specialist knowledge and expertise to progress your career in capital markets and corporate finance

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Islamic Finance

Gain specialist knowledge and expertise to progress your career in Islamic finance

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Financial Planning

Gain specialist knowledge and expertise to progress your career in Financial Planning

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Our full suite of examinations

ukqualsstructureView our full qualifications structure or use our qualifications navigator which provides a guide to professional job roles and appropriate CISI qualifications.

If you already know which exam you wish to take please select it below:


Exam Details

Pass Mark / Pass Rate

The current pass rate for this exam is and the pass mark is . The exam grades are as follows:

RQF Credits

credits on the Regulated Qualifications Framework are awarded upon successfully passing this exam

Exam Availability

Policies & Procedures

Please ensure you have familiarised yourself with our examination policies & procedures before booking your exam.

Ofqual Recognition

The CISI is recognised as an awarding body by the Office of Qualifications and Examinations Regulation (Ofqual). Ofqual is the independent education regulator for England. It gives formal recognition to organisations that deliver qualifications and monitors awarding organisation activities.

CISI qualifications regulated by Ofqual sit within the Regulated Qualifications Framework (RQF) and are listed on the Register of Regulated Qualifications.

Total Qualification Time (TQT) is a term that Ofqual require awarding organisations to use. It is an estimate of the total time a candidate might typically take to complete the qualification. It includes Guided Learning Hours and any other time a candidate is likely to spend in studying for the qualification.

European Qualifications Framework

The European Qualifications Framework (EQF) is an overarching qualifications reference framework that links the qualifications of different countries and acts as a translation device to make qualifications easier to understand across different countries and systems in Europe. Individuals and employers can use the EQF to better understand and compare the qualifications levels of different countries and different education and training systems. 

The EQF has eight levels which reference to Ofqual's Regulated Qualifications Framework (RQF) and these are highlighted in the CISI qualifications navigator.

RQF Level E1 E2 E3 1 2 3 4 5 6 7 8
EQF Level - - 1 2 3 4 5 5 6 7 8

Further information on the European Qualifications Framework can be accessed here.


Qualifications and the FCA/PRA

Investment firms regulated by The Financial Conduct Authority (FCA) and/or the Prudential Regulatory Authority are required to employ staff who are competent [FCA / PRA Handbooks SYSC 3.1.6 R]. For many job functions, staff are expected to hold a relevant qualification outlined in the FCA's Appropriate Qualifications Tables for staff dealing with retail clients.

How the CISI ensures its qualifications are fit for purpose

To ensure qualifications are fit for purpose, the CISI obtains input from employers, trade bodies, training providers, the sector skills council (the Financial & Legal Skills Partnership) and other stakeholders in all stages of the development and assessment of qualifications.

A panel of key stakeholders is appointed for each of the Institute’s exams. Each panel provides guidance on the development of each unit and meets at least biannually to review the syllabus and assessment content to ensure continued fitness for purpose.

Each panel reports to the Qualification Assessment Board (QAB) for the relevant qualification, which consists of senior representatives of each panel within the qualification. Each QAB subsequently reports to the Examinations Board (EB).

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What is MiFID II and how will it affect you or your firm?

Find information to help you or your firm fulfil the obligations set out under Articles 24 & 25 of MiFID II which come into effect in January 2018.

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CAUTION: Please be extremely cautious of recruitment companies advising that you can receive a sponsorship through CISI qualifications if you pay any sum of money upfront. We have been made aware of a recent scam and some candidates have lost money. Candidates interested in our qualifications should only book directly with us or through one of our fully accredited training providers, school, colleges, or universities or their employer.