Welcome to the CISI
We are the Chartered Institute for Securities & Investment (CISI), the leading global professional body for financial services professionals.
We support practitioners, like you, in the local financial services sector in through our National Advisory Council (NAC) in Switzerland.
The council play a vital role in advising the Institute on national education, continuing professional development (CPD) requirements, events and membership to ensure they meet the needs of our local members and financial community.
The CISI has been dedicated to professionalism since we emerged from the London Stock Exchange in 1992. In October 2009, Her Majesty the Queen signed a Royal Charter formally awarding us our Chartered status, giving the CISI the same prestige as other Chartered professional bodies, such as accountants, lawyers, and bankers.
Candidates can book exams online and sit exams at our local computer-based test (CBT) centre in Zurich.
Becoming a member of the CISI demonstrates that you have made a personal commitment to high standards of competence and integrity.
We have a global community of over 47,000 members in more than 100 countries. Joining the CISI will give you access to this global community and allow you to enjoy the numerous CPD resources we have available, including the Professional Refresher module suite that will allow you to recertify with the SAQ for your CWMA qualification.
Apply for a CISI Membership
If you hold the Certified Wealth Management Adviser Qualification (CWMA), you can apply to join us at Associate Level, a higher grade of membership. Affiliate membership is also available with no requirements.
Complete the membership application form