CISI: Chartered Institute For Securities & Investment Training

What is: The Chartered Institute For Securities & Investment?

The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, it has a global community of over 40,000 members in 116 countries and last year more than 40,000 CISI exams were sat in 80 countries, 15,000 taken outside the UK.

Integrity & Professionalism are right at the core of the CISI. So much so that prior to joining the Institute, or within the first three months of association with the CISI, all new members are required to pass IntegrityMatters course. The IntegrityMatters course is taken via the CISI website and ensures its members meet their basic requirements to be deemed a suitable student.

Who are the CISI qualifications suitable for?

The CISI qualifications cover operations, compliance & risk, capital markets & corporate finance, financial planning, Islamic finance and wealth management. Individuals seeking a career in financial services will find the modular approach a great solution to achieving their academic goals.

The qualifications developed by the CISI have global portability in mind and their flexible, modular approach makes them a first choice for finance professionals.

Which qualifications do Midshore Consulting offer training for?

Midshore Consulting are able to offer training for any of the CISI qualifications. We currently offer many of their courses as part of our “regular training” programme.

Please see our full list below.

We are also able to offer training for any of the other Investment Operations Certificate modules, of which more information can be found here.