CISI Accreditation

CISI
The Society of Technical Analysts and the Chartered Institute for Securities & Investment (CISI) have formed a partnership to work together on areas of mutual interest for our respective memberships. The agreement recognises synergies between our two bodies and offers our membership a seamless experience between the STA & CISI.

This valuable collaboration will give STA members the opportunity to achieve even greater levels of knowledge and effectiveness. Both bodies will promote common interests in advancing education and professional standards within the financial services industry by way of:

  • Recognising the STA Diploma for the purposes of eligibility to CISI’s higher level qualifications
  • Exemptions from specific CISI units to holders of the STA Diploma (click here).
  • Furthering STA’s contribution to the CISI’ s qualification and professional development activities

CISI QUALIFICATION AND MEMBERSHIP

The CISI was formed in 1992 by the London Stock Exchange practitioners. It has 40,000 members in 121 countries working mainly in the areas of wealth management and the capital markets industry.

Holders of the STA Part 1 Diploma are eligible for exemption from the CISI’s Introduction to Investment paper. Candidates who complete the full STA Diploma will be deemed to have met the entry requirements for the Chartered Wealth Manager Qualification (CWM). For full details, please click here.

Holders of the STA Part 1 Diploma meet with the requirements for CISI’s Associate (ACSI) grade of membership. Furthermore, holders of the full STA Diploma with three or more years’ industry experience are invited to apply to become full members (MCSI). For more information on CISI membership click here.

Lydia Romero, CISI Global Director of Learning said: “We are extremely pleased to be working with the STA. Technical analysis is integral to market movement in helping investors to identify investment opportunities and to assess risk. It is exciting that our membership will now have the opportunity to improve their learning and undertake qualifications to enhance their expertise within the market.”

Deborah Owen, STA Head of Education, said: “We are delighted to have signed this agreement with the CISI. The financial community is increasingly using technical analysis as part of its investment process. We look forward to working with the CISI to promote a greater understanding of how technical analysis can be profitably incorporated into investment strategies.”

Interview with Deborah Owen FSTA, Head of Education, Society of Technical Analysts

 

Q.In what way will the agreement with the CISI promote a wider understanding of technical analysis?

I think without a doubt that the new partnership agreement with the CISI is a seismic change for the STA, as it helps promote a greater understanding of how technical analysis can be profitably incorporated into investment strategies. I am very grateful to all those at the CISI and STA who have worked hard to put this agreement into place.

Q. How does the accreditation work?

The agreement means that both bodies will promote common interests in advancing education and professional standards in the financial services industry by way of exemptions from specific CISI units to holders of the STA Diploma; recognising the STA Diploma for the purposes of eligibility to CISI’s higher lever qualifications.

Q. How do you see both bodies advancing the education and professional standards within the financial services sector?

Over the coming months, the STA will work with the CISI to widen access to learning and undertaking qualifications.

Q. I see the CISI accredits other course providers. In what way does the STA differ?

Unlike  other course providers  our STA Diploma enables exemptions from certain units, and membership to the CISI.

Q. What other benefits will STA members receive from this partnership agreement?

Holders of the STA Diploma Part 1 meet the requirements for CISI’s Associate membership and holders of the full STA Diploma (Parts 1 and 2), with 3 more years’ industry experience, are invited to apply to become full members. Both categories of membership require applicants to pass the CISI ethics exam.

Q. How would you like to see this relationship developing over the coming years?

I very much hope that we will continue to share expertise and widen access to learning and undertaking qualifications.

Q. Qualifications are becoming more and more necessary in the financial services. What advice would you give to any new investment professional or trader looking to consolidate their CV?

Demonstrating professional standards and continued professional development are vital in today’s financial services industry. So I would advise any newcomer to look to boost their capabilities with as many qualifications as possible. Obviously our MSTA qualification is a good starting point, but there are many others out there such as the CISI programme and CFA exams.

Q. The STA is considered to be THE course provider for technical analysis here in the UK. What do you think makes it so special?

The STA has been running these annual courses for nearly 25 years, so has a wealth of experience. I think a key USP (unique selling point) is that it is taught by leading practitioners from the investment banking industry, and well known authors. Jeremy du Plessis on Point & Figure; Malcolm Pryor on risk and David Sneddon, MD and Global Head of Technical Analysis, Credit Suisse to name just a few. However, not only do students receive world-class training, they also join a unique professional network, and receive an internationally recognised qualification which will boost their CV.

Q. If we’re sitting here a year from now, what would you like to be celebrating?

I hope that we will have launched, or be close to launching a new Home Study Course, and app. Since the original programme was produced, the syllabus has been enlarged to incorporate some of the changes being introduced by the International Federation of Technical Analysts (IFTA) programme. The Home Study Course is a vital tool for those that are unable to attend the weekly STA Diploma course lectures at the London School of Economics, and the “mark 2” version will build on the success of the current course and hopefully offer students an even more flexible learning tool.

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