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    If you’re in search of a jargon-busting course that not only delves into the core definitions and global developments in the field of AI but also explores its ethical dilemmas and what they mean for financial services, as well as the responses of regulators, this new certificate offers an outstanding overview.

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"The scientists have done their job, now it's time for financial services to do ours"
George Littlejohn, Chartered MCSI
a COP26 special
As the leading body for financial services professionals, you can see our wealth of insightful sustainable and responsible finance learning materials for those working in and interested in financial services.

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Online learning
Our cutting-edge elearning tool, Professional Refresher, is designed to refresh or develop your knowledge on a variety of topics, all achievable during your lunch break or commute.
Greenwashing
Responsible and Sustainable Investment Funds and the Equity Markets
Environmental, social and governance investing
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
Five innovations accelerating responsible finance
Impact measurement in private equity – cutting through the complexity
Making homes greener
CISI TV
Build new skills and shine a spotlight on ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.
Investing in the future: enabling decarbonisation
Demystifying impact investing: Most common myths discussed
What does impact investing mean for you and your clients
Qualifications & Assessments
Essential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.
Sustainable and Responsible Investment - Professional Assessment
Green and Sustainable Finance Certificate - Level 4 exam
Climate Risk Certificate - Level 5 exam

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


Fundamentals of Financial Services (Level 2)

International Introduction to Investment (Level 3)
Operations Wealth Management Compliance & Risk Capital Markets & Corporate Finance Islamic Finance

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.

President

Mark Abeleda Chartered MCSI

Vice President at HSBC

Miles Uy, MCSI

Vice President, J.P. Morgan

Mark Anthony Valino

Vice President, Pru Life UK

Lawrence Yu ACSI

Executive Vice President SEAOIL Philippines, Inc . and Managing Director Novel Capital, Inc.

Kris Curaming ACSI

Senior Vice President, Citi

Nicomedes Buenaventura Chartered MCSI

Business Consultant, SimCorp

Strategic alliances

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.

News, insight & analysis

  • nibm700

    CISI signs MoU with NIBM Colombo to enhance students' career prospects

    Nov 29, 2017

    The National Institute of Business Management (NIBM) in Colombo and the CISI have signed a memorandum of understanding (MoU) to offer professional financial services qualifications to local students to complement their academic studies at the campus

    Read more
  • Image-23-01-2017-at-18.27_700x385

    Back Story: Zoë Cousens

    Nov 29, 2017
    Zoë Cousens MCSI, owner of Castellet Consulting, a member of the CISI’s UAE National Advisory Board and Guernsey Finance’s Middle East representative, discusses raising awareness of gender-related issues, the value of her CISI membership and her love of working in the UAE
    by Jake Matthews
    Read more
  • my-business_q4-2017_700

    My business: Leave the other stuff to us

    Nov 27, 2017
    Robert Lockie CFPTM Chartered FCSI, investment manager and branch principal at Bloomsbury Wealth, explains how the firm's comprehensive wealth management service allows for a disciplined rebalancing strategy
    by Jane Playdon
    Read more
  • PSD2700

    Change: Glimpse of wealth management future from banks?

    Nov 27, 2017
    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, highlights some key points about the upcoming changes in the second Payment Services Directive (PSD2)
    Read more

Contact us

For bookings, orders, membership and general enquiries, please contact our customer support team.

customersupport@cisi.org



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