CISI News & Articles

CISI Exam Prep: Hedging Interest Rate Risk

CISI Exam Prep: Hedging Interest Rate Risk – Case Studies and Strategies Relevant to the following CISI qualifications: Risk in Financial Services, Derivatives, ICAWM DEFINITION Risks arise from the way the value of an investment changes with the level of interest rates. This is most clearly seen in the value of fixed-rate investments such as…

CISI partners with King Faisal University

The Chartered Institute for Securities & Investment (CISI), the leading professional body for securities, investments, wealth and financial planning professionals, has announced a partnership with Saudi Arabia’s oldest national university, King Faisal University. The partnership paves the way for the students, alumni and faculty members to have access to CISI’s international qualifications, preparing them for…

CISI Exam Prep: Hedging Foreign Exchange Risk – Case Studies and Strategies

CISI Exam Prep: Hedging Foreign Exchange Risk—Case Studies and Strategies Relevant to the following CISI qualifications: Risk in Financial Services, Derivatives, ICAWM DEFINITION A company that imports raw materials, exports finished goods, or has overseas assets or subsidiaries is exposed to fluctuations in exchange rates. Adverse movements can wipe out export profits, while positive changes…

CISI announces its first ever global online finance e-learning course partnership with University of Derby

A new partnership between the University of Derby and the global professional body Chartered Institute for Securities & Investment (CISI) will offer students a competitive edge in the financial services graduate recruitment market. CISI is the leading professional body for securities, investment, wealth and financial planning professionals and has a global membership of circa 45,000…

CISI appoints Paul Garrard, Chartered FCSI as new Guernsey branch President

The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Paul Garrard, Chartered FCSI as President of the CISI’s Guernsey branch. The CISI is the 45,000 strong global professional body for those working in or looking to establish a career in financial planning, wealth management and capital markets profession. It…

CISI Exam Prep: Hedging Credit Risk – Case Studies and Strategies

CISI Exam Prep: Hedging Credit Risk – Case Studies and Strategies Relevant to the following CISI qualifications: Risk in Financial Services, Derivatives DEFINITION Credit risk is the uncertainty about the ability of a debtor or the counterparty in an agreement to make a payment. Strategies for managing credit risk use traditional credit analysis techniques to…

New deal between CISI and Nigerian Stock Exchange

The Chartered Institute for Securities & Investment (CISI) is delighted to announce a new partnership with The Nigerian Stock Exchange (NSE) to provide trainings for CISI’s qualifications in Nigeria, under the auspices of X-Academy, the knowledge platform of NSE. The partnership will result in CISI accrediting X-Academy as its training partner in Nigeria for qualifications including…

The Structure and Function of the Foreign Exchange Market (CISI Exam Prep)

The Structure and Function of the Foreign Exchange Market Relevant to the following CISI qualifications: IISI, Securities, Global Securities, ICWIM and ICAWM DEFINITION The foreign exchange market, also known as the forex, FX, or currency market, involves the trading of one currency for another. Prior to 1996 the market was confined to large corporate banks…

CISI appoints new members to Financial Planning Forum Committee

The Chartered Institute for Securities & Investment (CISI) is delighted to announce the following new appointments to the CISI’s Financial Planning Forum Committee.  The new members are: Neil Bailey CFP™ Chartered FCSI, Director at Fortitude Financial Planning Ltd and previous experience on the Institute of Financial Planning board, Amyr Rocha-Lima, Financial Planner at Holland Hahn…

CISI celebrates IntegrityMatters reaching 60k milestone

This Global Ethics Day the Chartered Institute for Securities & Investment (CISI) celebrates more than 60,000 global candidates completing the CISI online ethics test, IntegrityMatters. The test saw an average of 10,000 completions per year since 2013. This highlights how integrity continues to be an important part of the Institute in developing professionalism, skills and…