Qualifications and Membership Opportunities for Capital Markets & Corporate Finance

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.

A PDF version of all Qualifications pathways is also available. The levels shown above are a guide only. Ofqual regulated qualifications are marked +

Hear from others

Enrique Rico Garcia, Analyst, ABP Sales EMEA, Royal Bank of Scotland

Capital Markets Programme – Overall Winner CISI Awards Ceremony 2015

CISI qualifications helped me to develop in my job role as it is mandatory to pass the qualification to work in the financial industry. I’d definitely recommend CISI qualification to others, studying is the best way to learn, enhance your knowledge and develop yourself further. CISI qualifications are highly recognised qualifications in the financial services industry and help investment professionals develop their careers. Make an effort to do your best to get a good grade in the qualification. A pass is not enough, if you want to stand out in a very competitive industry.

Nikolas Pojezny, Principal, Ondra Partners

Certificate in Corporate Finance – Joint Overall Winner CISI Awards Ceremony 2015

I chose the CISI’s Certificate in Corporate Finance qualification because I was required to comply with regulations covering my profession; corporate finance advisory. It provided a very good overview of the UK regulatory framework, especially as I came to the UK with an international background.

Even though I’ve taken securities exams in other jurisdictions (e.g. US/FINRA), obviously each region has its own specific rules so it is important to be aware of these.

Membership Opportunities

CISI membership is a compelling marker of professionalism in the financial services industry. Whatever stage of your career you are at, CISI membership highlights to colleagues, clients and the wider industry a commitment to professionalism and the highest standards of knowledge, skills and behaviour. We now have over 47,000 members in 116 countries who take advantage of membership.



CISI members have extensive opportunities to make connections and share knowledge. Including an international network of 47,000 financial practitioners



Members' professional development is at the heart of everything the CISI does



Whatever stage of your career you are at – there is always potential for growth and progression.

Capital Markets & Corporate Finance Benefits

  • Designatory Letters - When you join the Institute you will be able to use designatory letters gained from achieving your capital markets or corporate finance qualification and set yourself apart from other practitioners in today's competitive market.
  • Join our Professional Forums for Bonds and Corporate Finance - Over 1,200 practitioners meet regularly in London to network and discuss relevant sector topics.
  • Continuing Professional Development (CPD) events - Enjoy exclusive and free attendance at compliance and risk focused seminars and events worldwide.
  • Professional Refresher elearning Modules - Free access to the Institute’s online learning system to test your knowledge on topics, such as Sanctions and Global Markets, Commodity and Energy Markets, Derivatives, Dodd Frank Act, Structured Investment Products and more
  • Discounts of up to 30% to attend our Capital Markets and Corporate Finance focused full and half day CPD Training Courses
  • CISI TV - Free access to our online library of past CPD events including a dedicated Capital Markets section.
View the full range of membership benefits