Chartered Institute for Securities & Investment (CISI)
The Chartered Institute for Securities & Investment (CISI) offers internationally recognized qualifications across all levels of financial services. The courses are designed to build knowledge and professional competence from entry-level certificates to chartered designations.
📘 Core Areas of Study
- Securities & Capital Markets
- Market structure and participants
- Trading strategies and instruments (equities, bonds, derivatives)
- Clearing, settlement, and market operations
- Investment & Wealth Management
- Portfolio construction and asset allocation
- Performance measurement and benchmarking
- Wealth planning and advisory services
- Risk & Compliance
- Regulatory frameworks and governance standards
- Operational risk and internal controls
- Ethics and integrity in financial services
- Financial Planning
- Personal and corporate financial planning
- Taxation, pensions, and retirement strategies
- Holistic wealth management
