CISI Training

CISI Accredited Training for Financial Services Professionals

Goodacre is an Accredited Training Provider of the Chartered Institute for Securities and Investment (CISI). Our training programmes are designed for professionals working in regulated financial services firms and are fully accredited for Continuing Professional Development (CPD) under the CISI CPD Scheme.

All courses are delivered by practitioners with direct experience of the financial services industry. We focus on practical, applicable learning that helps individuals and teams meet their regulatory obligations and perform more effectively in their roles.

ACCREDITATION

CISI Accredited Training Provider

Goodacre holds accreditation from the Chartered Institute for Securities and Investment, one of the leading professional bodies for securities, investment, wealth and financial planning professionals. All Goodacre training courses count towards CISI CPD requirements, and delegates receive a CPD certificate upon completion.

What We Cover

Our training programmes address the key regulatory, technical and professional topics that matter most to people working in regulated financial services. Courses are suitable for compliance officers, senior managers, directors, operations professionals and HR specialists.

Compliance and Regulation

SMCR, conduct rules, non-financial misconduct, regulatory obligations for senior managers and HR specialists working in FCA regulated firms.

CASS and Client Assets

CASS rules for senior managers and directors, safeguarding rules for payment firms and EMIs, CASS updates and ongoing obligations.

Financial Crime

Economic crime risk management, anti-money laundering, sanctions screening and fraud prevention for regulated firms.

Securities and Operations

Technical and professional skills courses covering securities markets, investment operations and related topics across the industry.

Compliance and Regulation

SMCR, conduct rules, non-financial misconduct, regulatory obligations for senior managers and HR specialists working in FCA regulated firms.

CASS and Client Assets

CASS rules for senior managers and directors, safeguarding rules for payment firms and EMIs, CASS updates and ongoing obligations.

Financial Crime

Economic crime risk management, anti-money laundering, sanctions screening and fraud prevention for regulated firms.

Securities and Operations

Technical and professional skills courses covering securities markets, investment operations and related topics across the industry.

How Training is Delivered

We offer three ways to access our training programmes so firms and individuals can choose the format that works best for them.

Live Online Training

Public Training Programmes

In-House & Bespoke Training

Live Online Training

Public Training Programmes

In-House & Bespoke Training

Why Choose Goodacre Training

Goodacre has been delivering training to regulated financial services firms since the late 1990s. Our programmes are shaped by direct experience of the challenges facing compliance, operations and senior management teams in regulated firms today.

View Upcoming Courses

Our full schedule of forthcoming training courses, including dates, topics and booking links, is available on the Training page.

View all training courses

Click to view a full list of courses.

Request in-house training

Click here to submit a request for in-house training