🇬🇧 United Kingdom · Finance
Chartered Institute for Securities & Investment (CISI) Qualifications Syllabus
UK professional body offering exams for wealth management, securities, investment and financial planning practitioners.. The complete Chartered Institute for Securities & Investment (CISI) Qualifications outline — 7 subjects, 29 chapters and 103 topics — laid out so you can see exactly what has to be covered and tick each item off as you go.
Chartered Institute for Securities & Investment (CISI) Qualifications subjects
Each subject below has its own page with the full chapter → topic → sub-topic tree and a set of real exam-style flashcards.
4 chapters · 17 topics · 37 sub-topics
Economics and the Financial Markets Environment3 chapters · 12 topics · 12 sub-topics
Securities, Asset Classes and Investment Products5 chapters · 20 topics · 25 sub-topics
Investment Analysis, Risk and Portfolio Management4 chapters · 13 topics · 10 sub-topics
Wealth Management and Financial Planning5 chapters · 16 topics · 22 sub-topics
Operations, Settlement and Custody4 chapters · 12 topics · 4 sub-topics
Risk Management in Financial Services4 chapters · 13 topics · 6 sub-topics
Chartered Institute for Securities & Investment (CISI) Qualifications flashcard decks
357 question-and-answer cards across 7 decks, written against this syllabus. Preview any deck free.
- UK Financial Services Regulation and Professional Integrity — 49 cards
- Economics and the Financial Markets Environment — 51 cards
- Securities, Asset Classes and Investment Products — 49 cards
- Investment Analysis, Risk and Portfolio Management — 51 cards
- Wealth Management and Financial Planning — 55 cards
- Operations, Settlement and Custody — 50 cards
- Risk Management in Financial Services — 52 cards
How to work through the Chartered Institute for Securities & Investment (CISI) Qualifications syllabus
The outline on this page is arranged the way the syllabus itself is: subject, then chapter, then topic, then sub-topic. That last level is what most study plans skip, and it is where coverage actually goes wrong — a chapter marked "done" often has three sub-topics inside it that were never touched.
Weight your plan accordingly: Securities, Asset Classes and Investment Products carries 20 topics while Operations, Settlement and Custody carries 12. Giving both the same number of weeks is the most common planning mistake for Chartered Institute for Securities & Investment (CISI) Qualifications.
The ~100 hour estimate above is a first pass only: roughly 45 minutes per topic plus 12 minutes per sub-topic. Revision cycles, past papers and mocks sit on top of that number.
Chartered Institute for Securities & Investment (CISI) Qualifications syllabus FAQ
What subjects are in the Chartered Institute for Securities & Investment (CISI) Qualifications syllabus?
Chartered Institute for Securities & Investment (CISI) Qualifications covers 7 subjects: UK Financial Services Regulation and Professional Integrity, Economics and the Financial Markets Environment, Securities, Asset Classes and Investment Products, Investment Analysis, Risk and Portfolio Management, Wealth Management and Financial Planning, Operations, Settlement and Custody and Risk Management in Financial Services. Together they contain 29 chapters and 103 named topics.
How big is the Chartered Institute for Securities & Investment (CISI) Qualifications syllabus?
The full Chartered Institute for Securities & Investment (CISI) Qualifications outline breaks down into 29 chapters, 103 topics and 116 sub-topics. Securities, Asset Classes and Investment Products is the largest single subject with 20 topics across 5 chapters.
How long does it take to cover the whole Chartered Institute for Securities & Investment (CISI) Qualifications syllabus?
Roughly 100 hours for one full pass. That estimate allows about 45 minutes per topic plus 12 minutes per sub-topic, so it is first-pass coverage — revision, past papers and mock tests sit on top of it. At 3 hours a day that is about 5 weeks.
Are there Chartered Institute for Securities & Investment (CISI) Qualifications flashcards?
Yes — 357 question-and-answer flashcards across 7 decks, one per subject, written against this syllabus. A sample of every deck is readable on this site for free, and the complete decks are in the Examius app.
Is this Chartered Institute for Securities & Investment (CISI) Qualifications syllabus free to use?
Yes. Every page here is free to read, and importing the Chartered Institute for Securities & Investment (CISI) Qualifications syllabus into the Examius app to tick off topics as you finish them is free too, in United Kingdom and everywhere else. No account is needed to start.
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