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The CISI selects Surpass as its global partner for digital assessment

Graphic showing Surpass Assessment's logo and CISI's logo.

Leading financial services professional body and awarding organization, The Chartered Institute for Securities & Investment (CISI), has chosen Surpass Assessment to help develop and deliver its on-demand testing program from June 2025.​

The CISI’s exam candidates will benefit from the market-leading Surpass Platform for the creation, delivery and scoring of their high-stakes assessments across different qualification levels. Using the Surpass exam booking system and global test center network, candidates will be able to book their on-demand tests anytime and anywhere in the world at modern testing sites or using secure, online proctoring.

A key priority for us is to support all our candidates through their exam and qualifications journeys, delivering a seamless experience so that they can concentrate on their learning and development. We are delighted to be partnering with Surpass to do exactly that – whether our candidates are attending at test centers or using remote invigilation.

Mandy Gill, CISI Executive Director of Global Learning

Surpass are thrilled to be supporting CISI, the UK’s largest professional body for the securities and investment profession, to deliver the highest exam standards through our global on-demand test center network, remote proctoring services and market-leading assessment software.

Sonya Whitworth, Co-CEO, Surpass Assessment

About CISI

The CISI is a leading professional body, awarding organization and educational charity. Its mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment profession.

With 54,000 members in over 100 countries the CISI sets examinations and offers qualifications for those working in or looking to establish a career in financial planning, wealth management or capital markets.

More than 40,000 CISI exams are sat globally each year, at levels ranging from Level 2 to Level 7 Postgraduate ‘Chartered’ qualifications and covering seven key financial sectors.

Headquartered in the City of London, with origins in the London Stock Exchange, the CISI has a global reach through its office network in financial centers like Dubai, Dublin, Mumbai, Colombo and Nairobi. It works in close cooperation with regulators and other professional bodies worldwide.

For more information, visit the CISI website at www.cisi.org

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