Official List of all Recognised External Qualifications for Full Membership (MCSI) with the Chartered Institute for Securities & Investment
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1 Official List of all Recognised External Qualifications for Full () with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please contact the Customer Support Team on +44 (0) Copies of certificates must be included with application forms for non-cisi qualifications. Category Country or Organisation Qualifications/ Industry Experience Association of Corporate Treasurers (ACT) MCT/FCT Association for Financial Services Professionals FLIA(Dip) CFA Society UK (Formerly UKSIP, Formerly Society of Investment analysts and Institute for Investment Management and Research) ACSIP/FSIP Chartered Alternative Investment Analyst Association (CAIA) CAIA Charter Program experience from passing in Scotland ACIB in Scotland Chartered Banker in Scotland MCIBS Chartered Institute of Public Finance & Accountancy CIPFA Chartered Institute of Taxation (CIOT) CTA (formerly ATII) (CII) ACII/FCII
2 (CII) Advanced Diploma in Financial Planning (formerly Advanced Financial Planning AFPC) (CII) Advanced Diploma in Insurance AFPC Advanced Financial Planning (CII) (CII) Chartered Financial Planner Global Association of Risk FRM (Financial Risk Manager Global Professionals (GARP) Association of Risk Professionals GARP) MSc Financial Regulation (Financial Henley Business School Conduct Authority) N/A Institute of Actuaries FIA N/A Accountants in England and Corporate Finance Qualification Wales (ICAEW) Advanced Diploma Accountants in England and Wales (ICAEW) Accountants in England & Corporate Finance Qualification Intermediate Diploma experience from passing Wales, or Scotland ACA/FCA Secretaries & Administrators (ICSA) ACIS/FCIS Secretaries and Administrators (ICSA) Diploma in Offshore Administration & Finance (DOFA) Accountants (IFA) FFA
3 Bankers ACIB Bankers Chartered (Chartered MLIBF) Bankers FCIB Bankers Bankers Society of Technical Analysts (STA) Society of Technical Analysts (STA) Society of Trust & Estate Practitioners (STEP) Level 6 Diploma in Financial Advice (Adv DipFA ) Level 6 Award in Pension Transfers (AwPETR) The Personal Finance Societyformerly SOFA FPFS/APFS/DipPFS International Federation of Technical Analysts (IFTA) Certified Financial Technician (CFTe) accreditation. Level 2 diploma/sta Diploma in Technical Analysis Part 2 TEP (Full member of the Society of Trust & Estate Practitioners)
4 Australia Various Various Various Financial Services Institute of Australasia (FINSIA) Advocate (called or admitted in Scotland, Isle of Man, Jersey, or Guernsey) Barrister (called or admitted in, Isle of Man, Jersey, or Guernsey) Solicitor (called or admitted in the, Isle of Man, Jersey, or Guernsey) SA Fin/F Fin and above (Senior Associate/Fellow and above of the Financial Services Institute of Australasia) Australia Kaplan Australia Master of Financial Planning Australia Accountants in Australia CA(Aus) Chartered Accountant Australia Institute of Public Accountants, Australia (IPA) (formerly National Institute of Accountants, Australia (NIA) MIPA/FIPA All Commonwealth Securities Institutes Commonwealth Various full member Hong Kong Securities Institute FHKSI (Fellow Hong Kong Securities Hong Kong (HKSI) Institute) Hong Kong Hong Kong Securities Institute (HKSI) MHKSI (Member Hong Kong Securities Institute) India Accountants (ICAI) IACS India Institute of Company Secretaries India (ICSI) CS - Associate/Fellow India Institute of Cost & Works Accountants (ICWAI) ICWAI Ireland in Ireland ACIB Ireland The Institute of Bankers in Ireland (IOB) QFA (Qualified Financial Advisor)
5 Ireland Accountants in Ireland ACA/FCA Ireland Society of Investment Analysts SIA (Regular member of the Society of Investment Analysts). Ireland Various Advocate (called or admitted in Ireland) Ireland Various Barrister (called or admitted in Ireland) Ireland Various Solicitor (called or admitted in Ireland) New Zealand New Zealand Exchange (FINSIA) New Zealand Exchange (NZX) Diploma (FINSIA) New Zealand New Zealand Institute of Chartered Accountants CA(NZ) Chartered Accountant South Africa Financial Markets Association ACI (Holder of Financial Markets Association Diploma) South African Institute of South Africa Chartered Accountants (SAICA) ACA(SA) Chartered Accountant The South African Institute of Member of The South African Institute of South Africa Professional Accountants Professional Accountants USA CFA Institute CFA (Chartered Financial Analyst) 3 Years USA Financial Industry Regulatory Authority (FINRA) formerly the National Association of Securities Dealers (NASD) Series 7 Worldwide Association of Certified International Investment Analysts (ACCIA) CIIA (Chartered International Investment Analyst) Worldwide Association of Chartered Certified Accountants (ACCA) ACCA/FCCA Worldwide Regulatory Approval Certified Public Accountant CPA
6 Worldwide Worldwide Worldwide Qualification Financial Markets Association Worldwide If the Chartered Accountancy body is listed on the International Federations of Accountants (IFAC) they will be eligible for membership Only if the level of membership is based on qualifications in a similar way to our ACSI/ structure. levels that do not require a qualification are not eligible. Chartered Accountant Chartered Institute of Management Accountants (CIMA) ACMA/FCMA ACI (Holder of Financial Markets Association Diploma) The Institute of Certified Management Accountants (ICMA) Certified Management Accountant (CMA)
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment
Official List of all Recognised External Qualifications for Associate Membership (ACSI) with the Chartered Institute for Securities & Investment If you hold a qualification that is not listed below, please
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