Master the syllabus with our official CISI Accredited Training Partner (ATP) study suite. Master the administration, regulation, and pricing of collective investment schemes — from UCITS and OEICs to ACS and LTAF structures — for the CISI Investment Operations Certificate exam.
Updated for 2026. 100% matching with the latest official workbook revisions.
Listen to course modules on the go. Perfect for studying while driving or commuting.
* This is a chapter sample. All audio is available in the full version.
Stop struggling with dense FCA rulebooks. This is a complete exam simulation system designed to help you master the CISI CISA syllabus from legal structures through taxation.
We've distilled the COLL sourcebook, Consumer Duty rules, and pricing mechanics into a dynamic learning environment that adapts to your needs. No more guesswork — just targeted, interactive practice that builds real exam confidence.\n\nCISI Academy is an official Accredited Training Partner (ATP) of the Chartered Institute for Securities & Investment.\nAs an official partner, we provide study materials aligned with the latest syllabus to ensure your exam success.\n
Study with confidence using materials aligned with the syllabus published by the Chartered Institute for Securities & Investment.
Listen to course modules on the go. Practice anytime, anywhere - even while driving or commuting.
4 full exams replicating the 50-question, 70-minute CISA format.
Built from real workbook MCQs and authored scenario questions.
Your private tutor trained on the CISA workbook and COLL sourcebook.
12 per chapter plus 30 Number Recall cards for key thresholds.
105 exam traps and key rules condensed for final-hour review.
Use the same question bank in two different ways: build understanding with instant feedback, then switch to a realistic simulation when you are ready.
Choose an answer, see immediately whether it is right or wrong, and read the explanation before moving on.
Work against the official-style timer without revealing answers, then review your score and every explanation after submission.
Legal structures (AUT, OEIC, ACS), regulatory categories (UCITS, NURS, QIS, LTAF), and key characteristics of authorised funds.
FSMA 2000, FCA objectives, Consumer Duty, and key legislation governing CIS administration.
AFM, ACD, trustee, depositary, transfer agent, registrar, and auditor duties under COLL.
UCITS 5/10/20/25/35/40% rules, NURS wider powers, and QIS/LTAF flexibilities.
Forward pricing, single vs dual pricing, swing pricing, dilution levy, and SDRT.
Dealing procedures, settlement (4 business days), ISA wrappers, and cancellation rights.
FCA authorisation process, scheme documentation, KIID/NURS-KII, and financial promotions.
AGMs, EGMs, extraordinary resolutions (75%), and investor rights under COLL.
Income allocation, distribution types, equalisation, and unclaimed distribution rules.
UK income tax on distributions, CGT, SDRT, offshore fund reporting, and PAIF/TEF tax treatment.
Try 15 questions from Fund Reports and Accounts
This preview shows one part of the course. Try this short topic quiz and unlock the full course for complete mock exams and full coverage.
The CISI Collective Investment Schemes Administration (IOC) exam is a Computer-Based Test of 50 multiple-choice questions in 70 minutes. The pass mark is 70% (35 out of 50). Exams are available year-round at Prometric centres worldwide.
CISA is primarily taken by fund administrators, transfer agents, compliance professionals, and operations staff working in asset management and fund administration. It is part of the CISI Investment Operations Certificate (IOC).
CISA covers the full lifecycle of CIS administration: legal structures (AUT/OEIC/ACS), FCA regulatory framework, AFM/trustee/depositary roles, UCITS investment limits, pricing mechanics (dual/single/swing), income and distributions, ISA rules, financial promotions, and UK taxation of fund income.
Yes — all content reflects the latest CISI syllabus, including Consumer Duty (July 2023), the revised dividend allowance (£500 for 2024–25), updated CGT rates (18%/24%), and FCA COLL sourcebook requirements.
All content is created directly from the official CISI CISA workbook (IOC). Every fact, threshold, and deadline is verified against the workbook text to ensure accuracy and alignment with the exam.
We do not guarantee a pass — the CISA exam requires genuine understanding of FCA regulation and fund administration rules. Our mock exams replicate the question style and chapter weighting to help you identify weak areas before the real exam.
You get lifetime access from the moment of purchase. Study at your own pace with no time limits or recurring fees.
Yes — the entire platform is mobile-responsive. Pricing mechanics flashcards, UCITS limit summaries, and the AI tutor all work seamlessly on any device.
As an official CISI Accredited Training Partner, our provider holds ATP status and our materials are structured around the current CISI syllabus. This gives you a structured, exam-focused companion to the official workbook.
Yes! Test your knowledge and review detailed explanations with the free CISI Collective Investment Schemes Administration (IOC) Topic Quiz below. It contains 15 questions from one named syllabus topic and is not a full mock exam or overall readiness assessment.
Submitted directly to CISI Academy. These testimonials are not presented as independently verified by Trustpilot, Google, or another third-party platform.
Solid question bank that covers all the tricky parts of the syllabus. Better than just reading the textbook on my own.
Solid question bank that covers all the tricky parts of the syllabus. Better than just reading the textbook on my own.
I passed my exam on the first try after switching to this course. The mock exams and the AI explanations for tricky topics are excellent.
The summaries are super helpful. I work in fund admin and struggled with UCITS and NURS rules before. After two weeks on cisi.academy, it was much easier. I passed my exam easily.
I tried books and YouTube, but this is the best. The flashcards are great for my morning commute. The AI tutor helped me understand tricky topic points quickly.
Even with my background in fund ops, these mock questions showed me what I needed to study. The cheat sheet was really useful during my last week of prep.
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