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  • 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.

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"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.

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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

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