Official List of all Recognised Qualifications for Entry into Chartered Institute for Securities & Investment Membership
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1 Official List of all Recognised Qualifications for Entry into Chartered Institute for Securities & Investment Membership If you hold a qualification that is not listed below, please contact the Membership department on +44 (0) Copies of certificates must be included with application forms for non-cisi qualifications. SII/CISI QUALIFICATIONS Qualification Introduction to Investment Foundation Qualification Affiliate International Introduction to Investment Affiliate IT in Investment Operations Affiliate Advanced Certificates Certificate in Corporate Finance Certificate in Financial Services for Directors Certificate in Investments (Level 3) Certificate in Risk in Financial Services DIFC Rules & Regulations Diploma - 1 Paper (passes A,B or C) Diploma - 2 Papers (passes A,B or C) Domestic Equity Market Dealers Exam Domestic Trader Exam IAC (3 papers passed) IAQ (3 papers passed) ICMQ (3 papers passed) IFA Qualification (4 papers passed) IFQ (1 paper passed) ICFA Qualification (1 paper passed) IIAC (7papers passed) International Certificate in Investment Management International Certificate in Wealth Management International Equity Market Dealers Exam International IAQ
2 Investment Advice Diploma (Level 4) SFA Registered Representative or equivalent Certificate in Private Client Investment Advice & Management MCSI Diploma -2 Papers (passes A,B or C) & 1 Exemption MCSI Diploma - Full (3 passes A, B or C) MCSI Diploma in Investment Compliance MCSI Diploma In Investment Operations MCSI Masters in Wealth Management MCSI 1, 2, 3 or 4 Stock Exchange practice exams MCSI Grade 1, 2, 3 EXTERNAL / OVERSEAS QUALIFICATIONS Associate () External Qualifications AAT (Association of Accounting Technicians) ACCA Diploma pass AFPC (Full) Advanced Financial Planning Certificate AMCT (Associate of the Association of Corporate Treasurers) Associate of the Society Of Trust & Estate Practitioners (STEP) CAIA (Chartered Alternative Investment Analyst) CeFA (Certificate for Financial Advisors) CeMAP (Certificate in Mortgage Advice & Practice) Certificate In Offshore Administration (ICSA) Cert PFS - Certificate in Financial Planning (formerly FPC) CFP Certification (Certified Financial Planner) Diploma in Insurance (CII) Diploma in Financial Planning (CII)
3 ICA Diploma in Anti Money Laundering (International Compliance Association) ICA Diploma in Compliance (International Compliance Association) IFS Level 3 Certificate In Financial Studies IFID Certificate (International Capital Markets. Association) IMC (Full) Investment Management Certificate LIFA (International Research Association) MLIA(dip) / ALIA(Dip) Association for Financial Services Professionals National Certificate in Business & Finance Operations Certificate Programme (International Capital Markets Association) Overseas Qualifications AIA (Association of International Accountants) Australia FINSIA Certificate in Financial Markets FINSIA Diploma in Financial Markets FINSIA Graduate Diploma in Applied Finance & Investment Canada Canadian Securities Course Investment Management Techniques Portfolio Management Techniques Greece Hellenic Capital Markets Commission Certificate Athens Exchange Examinations 2 Years Hong Kong AHKSI (Affiliate Hong Kong Securities Institute) 3 years SI Foundation Programme Examination (3 papers) Hungary Hungarian Stock Exchange Exam India CS Associate/Fellow (Institute of Company Secretaries India)
4 Ireland QFA (Qualified Financial Advisor) Graduate Certificate in Corporate Treasury (IACT) New Zealand New Zealand Exchange (NZX) Diploma (FINSIA) Nigeria ACA/FCA (Institute of Chartered Accountants) ACIB/FCIB (Chartered Institute of Bankers) ACII/FCII (Chartered Insurance Institute) ACS/FCS (Chartered Institute of Stockbrokers) USA Series 3 Series 7 CFA Level 1/Level 2 (Chartered Financial Analyst) CFP Certification (Certified Financial Planner) CIA Qualification (Institute of Internal Auditors) Member (MCSI) Please note that holders of the below qualifications may become Associate members if the experience requirement of three years is not met. External Qualifications ACA/FCA (Institute of Chartered Accountants in England & Wales, or Scotland CA) ACCA/FCCA (Association of Chartered Certified Accountants) ACI (Holder of Financial Markets Association Diploma) ACIB (Institute of Financial Services) ACII (Chartered Insurance Institute) ACIS/FCIS (Institute of Chartered Secretaries & Administrators) ACMA/FCMA (Chartered Institute of Management Accountants) P/FSIP (CFA Society UK, Formerly UKSIP)
5 Advanced Diploma in Financial Planning (CII) ATII (Chartered Institute Of Taxation) CAIA (Chartered Alternative Investment Analyst) 3 years from passing MCSI Chartered Financial Planner (CII) CIPFA (Chartered Institute of Public Finance & Accountancy) Corporate Finance Qualification Advanced Diploma (ICAEW) Corporate Finance Qualification Intermediate Diploma (ICAEW) 3 years from passing MCSI FFA (Institute of Financial Accounting) FIA (Institute of Actuaries) FIFP (Institute of Financial Planning) FLIA(Dip) Association for Financial Services Professionals FPFS/APFS (The Personal Finance Societyformerly SOFA) MBA (Master of Business Administration)* with relevant financial content * Dependent on CISI Recognition MCT/FCT (Association of Corporate Treasurers) MSc Finance* * Dependent on CISI Recognition Practising Advocate (called or admitted in Scotland, Isle of Man, Jersey, or Guernsey) Practising Barrister (called or admitted in UK, Isle of Man, Jersey, or Guernsey) Practising Solicitor (called or admitted in the UK, Isle of Man, Jersey, or Guernsey) TEP (Full member of the Society of Trust & Estate Practitioners) Overseas Qualifications CPA (Certified Public Accountant)
6 All Commonwealth Securities Institutes full member Australia CA(Aus) Chartered Accountant PNA/FPNA (National Institute of Accountants) SA Fin/F Fin and above (Senior Associate/Fellow and above of the Financial Services Institute) FINSIA Graduate Diploma in Applied Finance & Investment ACI (Holder of Financial Markets Association Diploma) Hong Kong FHKSI (Fellow Hong Kong Securities Institute) MHKSI (Member Hong Kong Securities Institute) Ireland ACA/FCA (Institute of Chartered Accountants in Ireland) ACIB (Chartered Institute of Bankers in Ireland) Practising Advocate (called or admitted in Ireland) Practising Barrister (called or admitted in Ireland) Practising Solicitor (called or admitted in Ireland) SIA (Regular member of the Society of Investment Analysts). India IACS (Institute of Chartered Accountants) ICWA (Institute of Cost & Works Accountants) New Zealand CA(NZ) Chartered Accountant New Zealand Exchange (NZX) Diploma (FINSIA) 3 Years MCSI Scotland ACIB (Chartered Institute of Bankers Scotland) South Africa ACA(SA) Chartered Accountant ACI (Holder of Financial Markets Association Diploma) Switzerland CIIA (Chartered International Investment Analyst)
7 USA CFA (Chartered Financial Analyst) MCSI EXEMPTIONS from CISI Diploma Papers The exemption fee is and exemption from one paper is permitted per candidate. Interpretation of Financial Statements Available to: Association of Chartered Certified Accountants - Fellow or Associate ACCA / FCCA Association of Corporate Treasurers - Fellow or Associate MCT/FCT Chartered Institute of Bankers (Institute of Financial Services) Fellow or Associate ACIB Chartered Institute of Bankers in Ireland - Fellow or Associate Chartered Institute of Bankers in Scotland Fellow, Member or Associate FCIB / ACIB Chartered Institute of Insurance - Fellow or Associate FCII/ ACII Chartered Institute of Management Accountants - Fellow or Associate ACMA / FCMA Chartered Institute of Public Finance and Accountancy - Fellow or Associate Faculty of Actuaries - Fellow or Associate Institute of Actuaries - Fellow or Associate FIA Investment Analysis Institute of Chartered Accountants in England and Wales - Fellow or Associate ACA / FCA Institute of Chartered Accountants in Ireland - Fellow or Associate Institute of Chartered Accountants of Scotland Member CA Institute of Chartered Accountants in Australia - Fellow or Associate Institute of Chartered Accountants in New Zealand - Fellow or Associate Institute of Chartered Accountants in South Africa - Fellow or Associate Institute of Chartered Secretaries and Administrators - Fellow or Associate ACIS / FCIS Financial Services Institute of Australia Graduate Diploma, depends on modules taken: contact Diploma Manager Masters degrees, depending on courses taken Available to: UK Society of Investment Professionals Chartered Financial Analyst CFA Institute Masters degrees, depending on courses taken Financial Services Institute of Australia Graduate Diploma - depends on modules taken: contact Diploma Manager
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