The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK.

As an accredited training provider, we cover support for many examination papers including those within the following qualifications:

• Investment Operations Certificate (IOC) – Level 3

• Corporate Finance Certificate – Level 3

• Investment Advice Diploma (IAD) – Level 4 & 5

• Certificate in Investment Management – Level 4

• Diploma including Private Client Investment Advice and Management (PCIAM) – Level 6

• Chartered Wealth Manager (CWM) – Level 7

Investment Advice Diploma (IAD) Intensive Courses

We offer study support for all five papers. We keep group sizes small so you get lots of personal time with tutors, helping to accelerate your learning. Sessions are run at client offices.Contact us to discuss your requirementson 0203 178 4230

CISI Chartered Wealth Manager (CWM) Study Programme

View course brochure

Our CWM students have achieved excellent pass rates, consistently above the national average. Many are awarded merits and distinctions and have been recognised at the CISI annual awards.

PCIAM Study Programme

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Achieve the PCIAM qualification with a study provider that places clients first.

Certificate in Corporate Finance

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The CISI have, in conjunction with the ICAEW, develop a foundation qualification to support those working in the corporate finance sector. Delegates can then move onto the Diploma in Corporate Finance.

CISI Certified Financial Planner

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Since the merger with the IFP, the CISI have worked hard to develop their qualification pathways for Financial Planners. As a CISI Premier Training Partner, FSTP are able to offer a range of study support options for each of these qualifications. View the brochure for further details and contact us to discuss further. 0203 178 4230

In-house study programmes

Do you have a group of people in your firm studying toward the same qualification? We’d be happy to deliver training at your office. Please call 0203 178 4230 to discuss your next steps.

What does “Premier Accredited Training Partner” mean?

It simply means our training has achieved a higher mark of quality than most other training providers in the UK. We have to demonstrate our training goes above and beyond the standard accredited training benchmark. This means we:

icon_check-markProvide a consistently excellent service for candidates (and their firms)

icon_check-markHelp students achieve above national average scores in exams

icon_check-markCreate high quality training and revision materials

icon_check-markProvide extra support to students inside and outside the classroom

icon_check-markDemonstrate a committed and pro-active approach to working with the CISI

What’s it like studying with FSTP?

Friendly supportive environment – We’re a nice bunch, we’ve created the right learning conditions and we’re genuinely motivated to help you succeed.

Flexible learning options – 
As well as traditional classroom groups, we offer in-house, one-to-one, evening and weekend sessions.

No one gets left behind – 
Study groups are always kept small to ensure we give you the attention you need, helping you overcome your specific problems.

Get industry insight – 
Discuss the hot topics of the day, including the latest regulatory news, industry developments and best practice.

We push you further than most – 
We help you go beyond just passing exams. As well as great results, we help you use that knowledge to further your career.

Ready to go the extra mile?

A course is only part of the learning process. We expect our students to commit to the papers. That means reading widely (beyond the course workbook), completing the homework we set and actively engaging in conversations with colleagues to better understand concepts in a real world setting.

Whether you know exactly what training path you wish to take, or you need guidance on the best options for you, please get in touch.

Please call us today on 0203 178 4230. Or email

Please get in touch today. We’d be happy to set up an initial meeting to discuss exactly how we can help you.

0203 178 4230

“We congratulate FSTP LLP for achieving this important distinction (Premier Accredited Partner), satisfying our strict requirements for training and support and having gone the extra mile to exceed their candidates’ expectations.”

Lydia Romero

CISI Global Director of Learning

“FSTP were outstanding in providing the teaching and support that was required to achieve the CWM Qualification. As a proactive learner the small groups and the interactive nature of FSTP’s courses were a huge benefit to me.”

Overall CISI Award Winner

Quilter Cheviot Candidate 2016