Chartered Institute of Securities and Investments (CISI)

Chartered Institute of Securities and Investments (CISI)
cisi-by-academy

Professionalism Integrity Excellence  – Chartered Institute of Securities and Investments (CISI)

The Institute (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community of circa 45,000 members in over 100 countries and last year more than 40,000 CISI exams were sat in 81 countries, 15,000 taken outside the UK.

Membership of the CISI

CISI membership is a compelling marker of professionalism in the financial services sector. Whatever stage of your career you are at, CISI membership highlights to colleagues, clients and the wider professional sphere a commitment to professionalism and the highest standards of knowledge, skills and behaviour.

You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level.


Where we are

The Chartered Institute of Securities and Investments (CISI)’s global presence ensures our members and partners worldwide enjoy access to the extensive benefits of the wider CISI community, including globally portable qualifications and country specific regulatory programmes.

Our head office in London, is supported by offices in India, Ireland, Kenya, the Philippines, Spain, Sri Lanka and the UAE.

Visit CISI Global Website

The World-renowned qualifications

Our world-renowned qualifications are designed by senior practitioners to help you meet the requirements of markets and regulators across the globe and achieve core competence for your job requirements. With our flexible study pathways, you can gain a competitive edge over your peers, whether you are starting your career or becoming a specialist.

Video Resources on Programmes & Qualifications offered by Academy of Finance.

CMA – Programmes & Qualification


CISI (UK) – Programmes & Qualification


IIA (USA) – Programmes & Qualification

Academy of Finance is the education and training provider in Sri Lanka of programmes offered by The Chartered Institute of Securities and Investments (CISI)

Academy of Finance is a Boutique Educational Institute having partnerships with Global Professional Bodies focusing in Accounting and Finance catering to the exclusive segment of professionals.

The Chartered Institute for Securities and Investment is a global professional body for those who work in the financial and investment profession.

Programmes offered by
Academy of Finance Sri Lanka

CISI Introduction
International Introduction to Investment
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CISI Pathway 01
Compliance & Risk Qualifications Pathway
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CISI Pathway 01
Global Financial Compliance +
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CISI Pathway 04
Wealth and Investment Management Pathway
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International Introduction to Investment

The International Introduction to Investment offers a broad introduction to the financial services professional sector, with a specific focus on investments from a global perspective. It is the foundation exam for many higher level CISI qualifications.

The qualification focuses on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds. It explores the broader economic environment in which the financial services profession operates and looks at how economic activity is determined and managed in different economic and political systems. The qualification offers an introduction to financial services regulation and ensures candidates are provided with an understanding of ethical behaviour and acting with integrity.

 

Compliance & Risk Qualifications Pathway

Follow a progressive study route consistent with career paths in the financial services sector. New entrants to the professional field choose to start with Fundamentals of Financial Services or the Foundation Qualification – Introduction to Investment, before choosing a technical subject or considering the Investment Operations Certificate (IOC) and then continuing on to pursue our higher level specialist qualification, the Diploma in Investment Compliance.

 

Wealth Management Qualifications Pathway
Follow a progressive study route consistent with career paths in the financial services sector. New entrants to the professional arena choose to start with Fundamentals of Financial Services or the Foundation Qualification – Introduction to Investment, before selecting a wealth management study pathway most suitable for their relevant jurisdiction.

Become qualified to give financial advice on retail investments: UK Outside the UK India.

 

Other CISI Pathways which are not offered by Academy of Finance, Sri Lanka.

CISI Pathway 02
Capital Markets & Corporate Finance Qualifications Pathway
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CISI Pathway 03
Operations Qualifications Pathway
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CISI Pathway 05
CISI Islamic Finance Qualifications Pathway
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Capital Markets & Corporate Finance Qualifications Pathway

Follow a progressive study route consistent with career paths in the financial services industry. New entrants to the industry choose to start with Fundamentals of Financial Services or the Foundation Qualification – Introduction to Investment, before choosing the Capital Markets Programme or our Certificate in Corporate Finance. Practitioners can then pursue our higher level specialist areas of study, the Diploma in Capital Markets or our Diploma in Corporate Finance developed in partnership with ICAEW.

Operations Qualifications Pathway
Follow a progressive study route consistent with career paths in the financial services sector. New entrants to the professions generally start with the Investment Operations Certificate (IOC) and as they gain knowledge and experience choose to pursue higher level, specialist areas of study.
For help deciding which qualification is right for you, download the Operations brochure.

CISI Islamic Finance Qualifications Pathway
Follow a progressive study route consistent with career paths in the financial services sector. New entrants to the Islamic finance profession are encouraged to start with the new Level 2 Fundamentals of Islamic Banking and Finance and as they gain knowledge and experience pursue higher level, specialist areas of study to demonstrate their expertise.

Our Islamic Finance study pathway has been developed in conjunction with the Bahrain Institute on Banking and Finance (BIBF) and l’Ecole Supérieure des Affaires (ESA) and is supported by the Central Bank of Lebanon.

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