Chartered Institute for Securities & Investment
About CISI

The Chartered Institute for Securities & Investment is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centers round the world.

Evolved from the London Stock Exchange, we now have more than 40,000 members in 89 countries. In the past year, we set almost 42,000 examinations in 68 countries, covering a range of vocational qualifications.

Intelivisto, a pioneer in providing industry certifications in the financial market domain is pleased to announce its training partnership with ‘Chartered Institute for Securities &Investment (CISI), UK for providing training courses in various financial fields.

The courses that will be offered are constituted from various financial fields like Securities, investment, Risk management, Portfolio construction, wealth management, etc. Intelivisto has developed state of art infrastructure for providing these trainings, fully equipped classrooms, advance computer labs, online test and assessment software, virtual classrooms backed by large pool of industry experienced trainers.

Applied Wealth Management

This is the third and final unit of the CISI Masters in Wealth Management. It is a postgraduate level professional exam requiring candidates to identify the requirements of a client from the relevant information available, structure and manage a suitable portfolio of financial assets and communicate their recommendations to the client. Know More

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Financial Derivatives

This is a professional level exam, covering the characteristics of derivatives including forwards, futures, swaps and others traded in the UK, their relationship to the underlying cash securities, and their use in achieving investment objectives

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Financial Markets

This is the first unit of the CISI Masters in Wealth Management and lays the foundation for the subsequent two units. It is a professional level exam requiring candidates to think critically in the context of the analysis, interpretation and comparison of company information, making recommendations on fixed income and real investments, equity and much more.

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Fund Management

This is a professional level exam, covering the activities, knowledge and techniques required to undertake the management of funds for institutional clients. It is appropriate for the management of funds of all sizes

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International Investment Management

A global exam, this is targeted at professionals engaged in managing investments. It provides a test of competence for individuals engaged in private client asset management and fund management.

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Introduction to Securities & Investment (International)

A stand-alone global qualification as well as a unit within the Investment Operations Certificate (IOC) formerly known as the Investment Administration Qualification (IAQ) programme, this exam has been specifically designed to meet the needs of new entrants to the global investment industry. Focusing on international markets, it provides an overview of all areas of investment.

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Portfolio Construction Theory in Wealth Management

As the second unit of the CISI Masters in Wealth Management, this postgraduate level professional exam requires candidates to think critically in the context of the theory of investment as applied to the management of private client funds, the tailoring of a portfolio to clients' needs and much more.

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Regulation & Compliance

This is a professional level exam, covering the regulatory framework of the financial services industry, including participants' legal and ethical constraints, principles and policy.

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FSA Financial Regulation

This exam provides an understanding of the regulations and legislation that underpin financial markets and the conduct of investment business in the UK.

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Advance Global Securities Operations

Providing a stepping stone from the Investment Operations Certificate (IOC), formerly known as Investment Administration Qualification (IAQ) to the Diploma in Investment Operations, AGSO is narrative exam of case-study style questions. It equips operations staff with a broader grasp of the business and regulatory issues faced by senior management, augmenting their technical and managerial skills.

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Investment and Risk

Due to firms switching form Level 3 Investment & Risk to the RDR-compliant Level 4 Investment, Risk & Taxation exam this unit will not be offered after 31/12/2012. Candidates are reminded at least 3 months' study time is recommended.

This unit of the Certificate programme ensures candidates have a knowledge and understanding of how to analyse clients' circumstances and apply suitable investment product recommendations to meet their needs.

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Operational Risk

This exam offers a broad introduction to the main types of risk (credit and market) and explores the rise in importance of operational risk controls.

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CISI Diploma

The CISI Diploma is the UK's leading postgraduate finance qualification, covering the areas of securities, investment, compliance, derivatives and operations. It has been designed to provide flexibility and choice for candidates, allowing them to pursue units relevant to their own career.

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A very insightful session. I was able to correlate with the content in a practical manner, as the example given were very good. Thanks for such a good session. The session helped in gaining leanings about derivatives and contracts.

  - Abhishek, Student (BPL), SOIL-GGN

It was by far the best workshop, rather than a lecture that we are used to. I could not understand share market and its working before this. You were good. Though I was not too excited about the finance before. But it was a transformation.

  - Jashan , Student (MBA)-BVIMR

According to me, the session was highly interactive and provided the valuable knowledge and information that could help us in entering into the stock market and also in various financial institutions. Thank you so much SIR.

  - Karuna , Student (MBA)-BVIMR