CISI: at 11Onze the best-trained agents

What are the CISI certificates? Why are they so prestigious? Why don’t all bank employees have them? We explain why 11Onze wanted its financial agents to obtain these demanding certifications.

 

Isa Custodio, Director of Human Resources at 11Onze, explains why they chose CISI to train their agents.

“The certification issued by the Chartered Institute for Securities & Investment (CISI), based in London, is one of the most important and internationally recognised.

The certification we have requested from the agents corresponds to level I, which qualifies them to manage banking operations and inform clients about financial products. This is the right certification for professionals starting out in the banking sector, and it is internationally recognised, which means that our agents can work in any territory and with any banking licence.

We will also have agents with level II certification, which qualifies them to advise on financial products. Likewise, a certification with an international character.

The banking sector operates with different recruitment strategies in relation to certifications. In some cases, they opt to incorporate profiles without certification and in this way the agent and the bank jointly design a personalised career plan for each professional, adapting the different certifications to their profile. In other cases, more senior profiles are sought, who already have the information and advisory certifications, especially in the event that they have to manage teams directly”.

What is MiFID II?

The European Markets in Financial Instruments Directive (MiFID II) is a mandatory regulation for professionals and financial institutions advising or offering investment products to consumers. Obtaining this certification is just the starting point for entering the finance industry, and along with others, it is offered by academies specialised in training professionals in the sector. Today we will focus on one of the most prestigious, The Chartered Institute for Securities & Investment (CISI).

Validating beyond regulation

The global financial crisis of 2008, together with the banking corruption scandals, made it imperative to reinforce the degree of protection for users of investment products and services, increasing the levels of transparency towards clients, and establishing greater control over the entities that provide these investment services.

It is in this context, many financial institutions are not satisfied with simply complying with MiFID ll regulations imposed by the European Union, but go further in training their employees, to guarantee the integrity, ethics and quality of the services provided, and thus gain the trust of their clients.

Internationally recognised prestige

This training must be provided by an academy with recognised international prestige that validates the quality of its certifications, and The Chartered Institute for Securities & Investment (CISI) meets this requirement with honours. An entity that emerged from the London Stock Exchange in 1992, with branches in 123 countries and recognised by 40 national regulators.

A rewarded effort

The international recognition of this certification is largely due to the quantity and quality of the content included in the training, and especially on the difficulty of the exam. This is the reason why not all bank employees have this certificate: there are many hours of training and the tests are very demanding.

Jordi Sánchez, Head of 11Onze agents, explains his experience:

  • “It has been a very tough few weeks for us, and we have worked very hard. The content of the certificate is very complete, but you have to study every detail to apply it to the multiple-choice questions. The exam is complicated, as the multiple-choice questions are complex, and you have to think through the answers before giving the final answer. I think it is very worthwhile to have this qualification, it helps you to acquire financial knowledge in a personal and professional environment”.

 

Do you want to be the first to receive the latest news about 11Onze? Click here to subscribe to our Telegram channel

If you liked this article, we recommend you read:

Finances

Do you get the right financial advice?

4 min read

Only 13% of customers receive financial advice

Economy

The banking revolution

5 min read

Returning to the essence of being alongside customers

Economy

Fintech

3 min read

The future of banking is now



11Onze
  1. Joan Sánchez says:

    Sempre és bo estar ben preparat per afrontar els nous reptes. Segur que no defraudareu

  2. Jordi Badal says:

    Gràcies per la informació. Un detall més que dona confiança.

  3. Itmar Canals Xifró says:

    Bona feina, amb moltes ganes de treballar amb vosaltres! 💪

    • Amadeu Vilaginés says:

      Moltes gràcies Itmar, nosaltres també en tenim moltes ganes! 😀

      2 weeks ago
  4. Esther Canovas says:

    Es important saber que hi ha una gran formacio

    • Elisabet Porqueras Garcia says:

      Gràcies pel teu comentari Esther. S’han de fer les coses bé 👌Ens veiem per la Plaça

      3 weeks ago
  5. Laura León Amat says:

    És fantastic que ens expliqueu amb tant detall la preparació que cal tenir per ser un bon agent i com ho esteu assolint!! Ens dona confiança i molta empenta per ser amb 11Onze, vingaaa!!!

    • Albert Chic Giménez says:

      Gràcies per esperonar-nos, Laura! Aquest és el millor “combustible” per nosaltres 👌

      4 weeks ago
  6. Laura Carlús says:

    Enhorabona per la recompensa al vostre esforç 👏

  7. Mercè Comas says:

    Quan la mediocritat impera en la majoria d’ ambits del país apareix 11Onze ambun grau d’ exigència professional superlatiu. Busca talent català, el troba el forma i el posa a disposició del país. Gràcies per embrancar-vos en aquesta aventura

  8. Mercè Comas says:

    Quan la mediocritat impera en la majoria d’ ambits del país apareix 11Onze ambun grau d’ exigència professional superlatiu. Busca talent català, el triba

  9. Josep Ruaix says:
  10. David Garrofé says:

    Bona feina. La farem grossa

  11. Jordi Ferré says:

    Demostreu que us preocupeu tant dels futurs clients, com dels treballadors. Gràcies.

  12. alicia Coiduras Charles says:

    Enhorabona a tots els que heu pogut passar aquest examen, esteu treballant de valent per tal de fer aquesta banca ètica, sostenible i per a les persones
    💪👍👍

  13. Miquel Pérez Corral says:

    Bona preparació, bons resultats

Leave a Reply