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  • Certificate in Ethical Artificial Intelligence (AI)

    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.

    Find out more and purchase this course
"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.
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
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.
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.

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

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

  • case study700

    Case study: The calm after the storm

    Oct 3, 2017
    Sam Whybrow CFPTM Chartered MCSI helps his client navigate through divorce and job resignation and sets her on the path to a secure early retirement
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  • Magenta700

    Financial Planning Gala Awards 2017

    Sep 29, 2017

    The CISI’s Financial Planning Gala Awards were held on Tuesday 26 September 2017 as part of the Financial Planning Conference at the Celtic Manor Resort in Wales. Attendees donated £6,871.60 to the charity Breast Cancer Now. Congratulations to all the winners!

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  • wotw_consumer-debt_700

    Word on the web: Consumer debt quality causes concern

    Sep 29, 2017
    As the Bank of England raises a red flag over consumers’ ability to pay off credit, the Labour Party says credit cards are placing people in “persistent debt”
    by Eila Madden
    Read more
  • 2015-2017-700

    CISI Educational Trust sponsored project – Liverpool

    Sep 29, 2017
    September 2017 marks the start of the fifth academic year that the CISI Educational Trust has sponsored an educational programme in Liverpool, and the success of the programme goes from strength to strength
    by Anne Chisholm, CISI regional education development liaison executive
    Read more

Contact us

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

customersupport@cisi.org



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