Financial Services Training Partners

What Financial Services Training Partners does

ZISHI (operating as Financial Services Training Partners) is a UK-domiciled, privately held provider of practitioner-led financial education, performance training, and digital learning for financial institutions. The company targets banks, asset managers, hedge funds, exchanges, fintech innovators, and wealth management firms across the UK, US, Middle East, and Asia, delivering training through six core service lines: Corporate Training, Digital Credentials, Graduate & Early Careers, Professional Qualifications, Simulators, and University Accredited Qualifications, supported by a broad course catalogue spanning AI/Data Science, Corporate Finance, Credit & Corporate Banking, ESG & Sustainable Finance, Financial Markets & Trading, Investment & Wealth Management, Professional Development, Regulation & Compliance, and Risk Management.

The product architecture combines content (extensive accredited and non-accredited courses, including CISI Chartered Wealth Management exam preparation) with enabling technology — gamified simulations for immersive trading and risk management scenarios, blockchain-based verifiable digital credentials, and a scalable digital learning platform. Training is delivered by active industry practitioners rather than full-time trainers, which the company positions as a core differentiator and which underwrites the realism of case studies and scenario-based content.

Commercially, ZISHI runs a B2B enterprise model combining project-based corporate training engagements (professional services revenue) with recurring subscription-style revenue from professional qualification programmes and self-paced digital delivery through its learning platform. Go-to-market is direct enterprise field sales supplemented by content marketing, social media presence, newsletters, and on-site client events. Pricing is not publicly disclosed. Named enterprise customers include Intercontinental Exchange, Global Investment Banks, US hedge funds, a Middle Eastern Investment Bank, an Asian Bank, and UK retail investment and wealth management firms, with a strategic partnership with Mako for graduate and intern programmes.

Name

Financial Services Training Partners

Legal name

ZISHI

Website

https://fstp.co.uk

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

ZISHI (Financial Services Training Partners) is a UK-based, privately held provider of practitioner-led financial education, corporate training, and digital learning for banks, asset managers, hedge funds, exchanges, and fintech firms globally. It delivers accredited qualifications, gamified simulations, and blockchain-verified digital credentials via enterprise sales and a scalable online platform.

Ownership category

akta.pro rank

Product category

Financial Education and Professional Training

NAICS

Business Schools and Computer and Management Training (6114), Professional and Management Development Training (61143)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Finance, Banking & Capital Markets (EDAAAPAG)

akta.pro secondary industries

Banking, Credit & Lending (Underwriting, Credit Risk) (EDABAJAH), Securities & Investment Licensing Exam Prep (FINRA Series 7/63/65/66, SIE) (EDANAIAJ), Sustainability, ESG & Climate Finance Risk (EDABAJAO)

Keywords

• Financial training services
• Regulatory compliance education
• Professional qualifications finance
• Corporate banking training
• Wealth management courses

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Corporate Training Services: B2B training services delivered to financial institutions including banks, asset managers, hedge funds, exchanges, and fintech companies. Training covers regulatory compliance, trading, risk management, digital assets, and leadership development.
2. Professional Qualifications: Professional qualification programs including CISI Chartered Wealth Management and other accredited certifications for financial services professionals.
3. Graduate & Early Careers Programs: Training programs for graduates and interns at financial firms, including partnerships with firms like Mako for aspiring traders and software engineers.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

ZISHI designs and delivers practitioner-led financial education and performance training for banks, asset managers, hedge funds, exchanges and fintech innovators. Offerings include corporate training programs, professional qualifications (e.g., CISI Chartered Wealth Management), graduate and early-careers programs, gamified simulators, university-accredited qualifications, and blockchain-based digital credentials, delivered on-site and through a scalable digital learning platform.

Product overview

ZISHI is a financial education platform offering a comprehensive portfolio of practitioner-led training solutions. The platform operates as a multi-module ecosystem comprising six core service lines (Corporate Training, Digital Credentials, Graduate & Early Careers, Professional Qualifications, Simulators, and University Accredited Qualifications) supported by a broad catalog of specialized course categories spanning AI/Data Science, Corporate Finance, Credit & Banking, ESG, Financial Markets, Investment & Wealth Management, Professional Development, Regulation & Compliance, and Risk Management. Key enabling technologies include gamified simulations, blockchain-based digital credentials, and scalable digital learning platforms. The company targets banks, asset managers, hedge funds, exchanges, and fintech innovators.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Training Customized training solutions designed for financial institutions to upskill employees across regulatory compliance, trading, risk management, and leadership areas, delivered on-site or virtually by active industry practitioners.
• Professional Qualifications Exam preparation and study support for accredited professional certifications such as CISI Chartered Wealth Management and CII examinations, aimed at financial services professionals.
• Graduate & Early Careers Programs Training programs designed for graduates and early-career professionals entering financial services, covering financial markets, options market making, and trading fundamentals, including partnerships for aspiring traders and software engineers.
• Simulators Gamified, simulation-based training tools providing hands-on, immersive learning experiences for trading, risk management, and financial markets education.
• Digital Credentials Blockchain-based verifiable credentials and digital badges for professional certifications and qualifications in the financial services sector.
• University Accredited Qualifications University-recognized credentials and qualifications in financial services and related disciplines, providing accredited pathways for professional development.

Named customers10 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• MakocoreStrategic or Co-development PartnerZISHI has established a partnership with Mako for global Graduate and Intern Programmes. The collaboration focuses on bringing engagement to aspiring young traders and software engineers, with shared vision that education is paramount for establishing solid understanding of complex options market making. Both partners have witnessed meaningful growth and learning through this partnership, focusing on nurturing talent.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Fitch Learning: The training arm of Fitch Group delivering financial markets, credit, and risk training to banks and regulators globally. Closely overlaps ZISHI's credit, risk, and financial markets course categories and enterprise client base.
• Corporate Finance Institute (CFI): Provider of corporate finance, financial modeling, and banking training with online courses and certification programmes. Overlaps ZISHI's corporate finance, credit, and investment management course catalogue and digital delivery model.
• New York Institute of Finance: Specialist provider of financial markets, investment, and risk training to institutions and individuals globally. Strongly comparable to ZISHI on practitioner-led financial markets content and accredited qualifications.
• Euromoney Learning: Financial training and events business focused on banking, capital markets, and treasury education for institutional clients. Directly comparable on financial markets and corporate training audiences.
• Wall Street Prep: Provider of financial modeling, investment banking, and corporate finance training to both individuals and enterprise clients (banks, PE, consulting). Comparable to ZISHI's corporate finance and investment management course categories.
• BPP Professional Education: A long-established UK-headquartered professional training provider offering financial services, banking, and professional qualification programmes to enterprise clients. Directly comparable to ZISHI on corporate training, qualification prep, and financial services L&D focus.

Others

• CFA Institute: Global professional body administering the CFA programme and related learning content. Functions as both an accreditation partner for ZISHI-style providers and a competing educational source for the same wealth and investment management learners.
• CISI (Chartered Institute for Securities & Investment): Professional body whose qualifications (including Chartered Wealth Management) ZISHI helps candidates prepare for. Adjacent ecosystem participant that both enables ZISHI's qualification offering and competes as a training provider through its own programmes.

Emerging players

• Imarticus Learning: Emerging financial services and analytics training provider with strong presence in India and growing global reach. Partially comparable to ZISHI on investment banking, financial markets, and fintech training, with more emphasis on technology and analytics.

Broad incumbents

• Kaplan (Financial & Professional): A large diversified education and training provider with significant financial services and professional qualification offerings in the UK and internationally. Competes with ZISHI across qualification prep and corporate training but operates a much broader portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FSTPcouk
• YouTubeyoutube.com/@the_zishi
• LinkedInlinkedin.com/company/zishi-cornerstone/?viewAsMember=true

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Services Training Partners