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  • New mentoring platform for all CISI Members

    Join today and learn from, or support, other members in our professional community

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  • Professional Refresher

    Enhance the knowledge you have gained from attending CPD events using our elearning tool. Popular modules include:

  • Corporate Cyber Security

    Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

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  • Celebrating 30 years of the CISI

    Supporting financial professionals to progress to the highest standard of excellence with CISI qualifications and membership

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  • Bridging the vulnerability gap

    Read our special report on how the financial services sector is supporting customers in vulnerable circumstances.

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  • Your new MyCISI Member App

    Carry your knowledge around with you more easily


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  • Climate Risk Certificate

    The first joint qualification from the Chartered Body Alliance

    Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.

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  • 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.

    We encourage all of our members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day.

    The CISI in the Philippines
"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.
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
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.
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.

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.

Find out more Register your firm

Career Pathways

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 and Education Officer

Mark Abeleda Chartered MCSI

Assistant Vice President at HSBC

Operations Officer

Miles Uy, MCSI

Vice President, J.P. Morgan

Insurance Officer

Mark Anthony Valino

Vice President, Pru Life UK

Wealth Management Officer

Lawrence Yu ACSI

Executive Vice President SEAOIL Philippines, Inc . and Managing Director Novel Capital, Inc.

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