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  • Welcome to the CISI

    The Professional Body of Choice for the Financial Services Sector

    The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992.

    We encourage all of our members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day.

    The CISI in the Philippines
"The scientists have done their job, now it's time for financial services to do ours"
George Littlejohn, Chartered MCSI
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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

  • misconduct700x385

    Non-financial misconduct matters

    May 24, 2020
    Doing your job well is not enough. Your conduct within and outside of working hours matters too
    by David Burrows
    Read more
  • communication700x385

    Saving time through effective communication

    May 22, 2020
    Advisers have a narrowing window of opportunity to make an impact on clients as administrative tasks are taking up more of their time. How can financial planners and advisers deliver information in a clear, understandable way?
    by Paul Golden
    Read more
  • mental health700x385

    Looking after your mental wellbeing

    May 21, 2020
    To mark Mental Health Awareness Week (18–24 May), we look at how to improve your mental wellbeing at home through breathing techniques, staying active and being kind
    by Bethan Rees
    Read more
  • weather storm700x385

    Weathering the storm and mending the roof

    May 20, 2020
    The Covid-19 crisis has tested businesses’ continuity planning to the limit. How well prepared have firms been for such an event, and how will their operations change in future as a result?
    by Sophie Mackenzie
    Read more

Contact us

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

customersupport@cisi.org



Contact us

Monday to Friday: 4:00 AM – 5:30 PM (BST)
E: customersupport@cisi.org
T: +44 (0)20 7645 0777

Head office:
20 Fenchurch Street
London
EC3M 3BY
United Kingdom

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