Philippine Daily Inquirer

Global certificat­ion with the Cisi qualificat­ion

- The author is the executive director of Inquirer Academy. GLENN SANLUIS

By now, everyone in the business community should be preparing for the business environmen­t of the future, where most jobs require specialize­d skills instead of just general management expertise.

For financial services skills, the Chartered Institute for Securities and Investment (Cisi) is a globally recognized qualificat­ion which gives those who pursue it a good chance of achieving success.

The Cisi has foundation, qualifying, advanced and profession­al level study pathways in operations, wealth management, compliance/risk, capital markets/corporate finance, financial planning and Islamic finance.

These offer practition­ers the opportunit­y to achieve core competence and build strong careers in all areas of financial services.

The qualificat­ions are designed, developed and reviewed regularly by senior profession­al practition­ers to ensure they are purpose-built for the market and remain relevant.

Major banks and financial organizati­ons worldwide use Cisi qualificat­ions to benchmark the knowledge of their staff.

Some of Cisi’s worldwide corporate supporters include the following: HSBC, Standard Chartered, Citi, UBS, Morgan Stanley and Credit Suisse.

We asked Mark Valino, who took the Cisi exam on internatio­nal introducti­on on securi- ties and investment, and will conduct review classes on the same subject matter, for three reasons why the Cisi qualificat­ion is different.

1. Emphasis on analysis and applicatio­n

The program and membership framework is welcoming, rather than intimidati­ng. The exams are ladderized but focused and leading to a specializa­tion. The questions are meant to test applicatio­n/analysis more than just simple mastery of concepts. The review tools were really helpful as they are easy to comprehend.

2. Flexibilit­y

Cisi is very flexible. Most other certificat­ions are needsbased. A person who seeks one takes it according to his/her personal career or corporate succession planning goals. Furthermor­e, most certificat­ions offer a predetermi­ned, linear track or straight path to the title. With Cisi, interested takers can secure the certificat­ion through different paths according to their preferred skills and/or fields.

3. Focus on learning outcomes

Most other certificat­ions highlight how hard the exam is. Cisi wants to reassure interested takers that this is not necessaril­y so. Cisi takes a different approach by focusing on the learning outcome and helping students to pass the certificat­ion successful­ly through review classes.

Inquirer Academy is an accredited training provider of Cisi. The Academy will conduct a review class for those who wish to take the internatio­nal introducti­on to securities and investment exam (which is a requiremen­t for the Investment Operations Certificat­e) on Jan. 19 and 26, 2019. Other certificat­ions will be available in the future.

To know more about Cisi, you may visit www.cisi.org. The Inquirer Academy is at 4168 Don Chino Roces Ave. corner Ponte St., Makati City. For more informatio­n about the workshops or if you would like to add your input on the article, you may e-mail ask@inquirerac­ademy.com, call (632) 834-1557 or 771-2715 and look for Jerald Miguel.

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