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  • UNDERSTANDING
    WELLBEING AND
    ADDICTION

    Resources to boost your brain

    We have collaborated with Synergy Health to offer you online learning modules to help inform you about mental health and ways to tackle addiction.

    Find out more

  • 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

  • We can all learn from one another

    Our mentoring scheme now includes reverse mentoring, where more senior members learn from more junior members, because we believe knowledge-sharing trumps hierarchy.

    Gain new skills and perspectives

  • Welcome to the CISI Learning Platform

    We are excited to introduce our cutting-edge new Learning Platform, designed to revolutionise how CISI members access and consume our world-class CPD content.

    Find out more

  • New mentoring platform for all CISI Members

    Join today and learn from, or support, other members in our professional community

    Find out more

  • Professional Refresher

    Enhance the knowledge you have gained from attending CPD events using our elearning tool. Popular modules include:

    Greenwashing Anti-Money laundering Social and Emotional Intelligence
    Module1

    Greenwashing
    Module2

    Anti-Money laundering
    Module3

    Social and Emotional Intelligence
    Find out more Members login here

  • Corporate Cyber Security

    Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

    Learn more

  • Show your credentials!

    Display your achievements as a CISI member and differentiate yourself from your peers

    Download your member badge

  • Bridging the vulnerability gap

    Read our special report on how the financial services sector is supporting customers in vulnerable circumstances.

    Read the report

  • Your new MyCISI Member App

    Carry your knowledge around with you more easily


    Find out more

  • Climate Risk Certificate

    The first joint qualification from the Chartered Body Alliance

    Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.

    Register Now

  • 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



Professional Assessment in Anti-Money Laundering and Combating the Financing of Terrorism

The AML/CFT Professional Assessment is an online certificate designed for practitioners needing to comply with the annual AMLC requirement for training.

Find out more Register your firm

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.

Local training partners

The CISI does not offer training for candidates preparing to sit CISI exams but accredits external partners to do so. If you wish to participate in a training course to prepare for CISI exams, please contact one our accredited training partners:


Are you looking to become a CISI Accredited Training Partner?

To become accredited with the CISI, you need to demonstrate training capacity and have a proven training history. All our trainers are experienced in their field and must have completed the relevant CISI exams. For more information and the application form,
Please contact: AsiaPacific.Office@cisi.org

News, insight & analysis

  • Ian-Peters_700_final

    Profile: Charting an ethical course

    Mar 30, 2023

    Dr Ian Peters MBE, director of the Institute of Business Ethics, discusses his wide-ranging career, the importance of integrity in business and the value of asking questions
    by Fred Heritage and Sophie Mackenzie

    Read more
  • Aaron Carey awards700

    Back story: Aaron Carey, Chartered MCSI

    Mar 30, 2023

    At our Annual Awards Ceremony 2023, Aaron received his award for achieving the top score in our level 7 Chartered Wealth Manager qualification
    by Lauren Johnson, CISI copywriter

    Read more
  • Int-B-Corp_700

    To B Corp

    Mar 29, 2023

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

    Read more
  • SPAC_700

    SPAC boom-bust

    Mar 29, 2023

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

    Read more

Your local office

Chartered Institute for Securities & Investment
10/F Net Lima Centre
5th Avenue Corner 26th Street
Bonifacio Global City
Taguig City, 1634, Philippines
+63(0)2 8651 5979
For bookings, orders, membership and general enquiries, please contact our customer support team.
customersupport@cisi.org