• 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.

Study with us

Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the profession, or you’re looking to specialise in a chosen discipline.

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Join us

CISI membership is a compelling marker of professionalism in the financial services sector. Joining us shows colleagues, clients and the wider professional sphere that you are committed to the highest standards of knowledge, skills and behaviour.

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HKSI

The CISI recognises the Hong Kong Securities and Investment Institute’s (HKSI) regulatory exams against one of the CISI’s investment Operations Certificate (IOC)

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c. 47,000 Members in over 100 countries
c. 40,000 Exams taken in 81 countries

National advisory council

We have an established a CISI National Advisory Council (NAC), made up of senior financial services practitioners, working voluntarily to represent and promote local membership and the securities and investment profession in the Greater Bay Area and China. The NAC supports the provision of continuing professional development (CPD) opportunities and networking events for local CISI members.

President  

Mathew Bate, Chartered FCSI

Director and Responsible Officer Private Capital Ltd

Ernest Yeung, Chartered FCSI

Chief Global Strategist for Changsheng Fund Management Ltd

Ken McGowan Chartered MCSI

Associate Director, Gobeyond Partners 

Dr. Angus Young MCSI

Senior Lecturer and Associate Programme Director, Hong Kong Baptist University

Richard Milner

Managing Director, Markets & Securities Services Operations Asia HSBC

Tim Tsui MCSI

Partner/Head of Research & Property Development for Squire International Limited

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

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