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

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

My business: Financial freedom

Nov 4, 2019

Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence
by Jane Playdon

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How to delegate

Nov 1, 2019

Assigning tasks to others can be good for you – and for them
by Bethan Rees

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Unusual hobby? Tell us

Oct 31, 2019

Over the years we've featured some of our members' unusual hobbies in The Review and we are now looking for more

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Poking the giant

Oct 31, 2019

Wolfgang Kuhn, director of investor engagement at ShareAction, a charity focused on making the global financial system more sustainable, discusses the extent to which bond investors will integrate ESG into their investment decisions

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Contact us

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

customersupport@cisi.org

Welcome to the CISI

The Professional Body of Choice for the Financial Services Sector