CISI® (The Chartered Institute for Securities & Investment)

The Chartered Institute for Securities & Investment 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 111 countries and last year more than 40,000 CISI® exams were sat in 81 countries, 15,000 taken outside the UK.

CISI® offers a range of qualifications which are designed for you to learn and enter the financial services sector. CISI® has a well received study pathway in Operations, Wealth Management, Compliance/Risk, Capital Markets/Corporate Finance, Financial Planning and Islamic Finance, which provides you the specialist understanding needed to start out and progress in your chosen discipline.

To schedule an exam, simply follow the below steps on the CISI page.

You should arrive at least 30 minutes before your scheduled exam appointment. This allows time for you to sign in and for staff to verify your identification.

You must present a valid form of identification before you can test. The identification document must:

  • Be government-issued (e.g., driver’s license, state-issued identification card, military identification card or passport).
  • Contain both a current photo (or a physical description) and your signature.
  • Have a name that exactly matches the name used to register for the exam (including designations such as “Jr.” and “III”).

Important Failure to provide appropriate identification at the time of the exam is considered a missed appointment.

Personal Belongings

You will not be allowed to take any personal items with you into the testing room. This includes all bags, books or other materials not authorized for this exam, notes, phones, pagers, watches and wallets. You will, however, be provided a locker where you can keep your personal items. It is important that all electronic items, such as cellphones should be turned OFF.