Networking
CISI members have extensive opportunities to make connections and
share knowledge. Through
membership of the CISI professionals can access an international
network of 50,000 financial
practitioners. A combination of events, forums and social media,
enables CISI members to
initiate and develop an array of connections with professionals
from across the sector.
CPD Networking Events and Conferences
CISI members can keep themselves informed of the latest key issues
affecting the financial
markets and meet high-level delegates from around the world at
any of our half, one or
two-day events, available for all those working in today’s
ever-changing financial
services professions. Members can attend free and exclusive social events as well as
conferences.
View
our events calendar
Professional Forums
Members share their ideas and listen to presentations by other
practitioners in any of the
nine free Professional Forums run by the Institute, available to
all members. These highly
regarded forums enable you to meet with other professionals and
engage in open discussions
in a confidential setting, as forums are conducted under Chatham House
Rule.
Local Networks
Thanks to a network of 24 branches across the
UK, as well as nine international
branches, members always have access to
networking opportunities near to them. The CISI’s regional branches hold
regular CPD, social and networking
events. This helps members stay up to
date and enhance professional
connections
in their area.
Members can stay informed of all their local
events, news and developments in the
My Branch section of their online portal
MyCISI. Many local branches also have
their own LinkedIn networks, allowing
members to network online with
professionals in their region.
Social Media
Members can network freely with each other via our official LinkedIn
group. Here members can
open discussions or comment on threads already posted. Other
institute subgroups available
include the Compliance Forum, IT Forum, Operations Forum, Risk
Forum, Wealth Management
Forum or Training and Competence Interest Group.
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Development
Members' professional development is at the heart of everything the
CISI does. We work to
ensure members have all the opportunities they need to grow in
their role and progress in
their career. Those opportunities are made as accessible as
possible through CPD events,
publications and the online member portal, MyCISI.
CPD Scheme and Events
Members can maintain their ongoing competence and demonstrate to
employers and the regulator
that their professional development is being met using the
CISI’s formal CPD scheme.
Members can also keep a record of activities easily using our
free CPD record system, plus
any CISI CPD activities completed are automatically added to
their record.
Members can fit in structured CPD learning around their work with a
full programme of free
lunchtime and early evening events. These are available to all
members in London, regionally
and internationally. This year, more than 450 events will be
held covering a wide range of
topics for all categories of members.
More on our CPD Scheme
Online Development
Members can access a range of online development tools through their
personal portal MyCISI. Members who can’t make it to an event can catch up on CISI
TV where a selection of the
Institute’s most popular CPD events are available to watch
online, anywhere, anytime.
If members want to refresh their professional knowledge they can
access Professional
Refresher, an online training tool consisting of over 200
modules. It lets members complete
refresher tests on a variety of topics, allowing you to gain CPD
when you pass a module
test. Whenever CISI members use CISI online development tools, the CPD
is automatically added to
their personal record.
Members can keep up to date with the latest news and views from
across the financial services
sector through the CISI’s acclaimed members’
publication. The Review provides
an overview of the latest trends and changes affecting financial
services, giving members
insight and expert opinion on the major issues.
Catch up
with CISI TV Find
out
more about Professional Refresher
Download our MyCISI Member App
Available on Apple iOS and Android
Designed to make your life easier, we’ve made it simpler and
quicker to find your membership benefits and stay on top of your
CPD requirements.
Access all the personalised first-class CPD resources you enjoy,
such as CISI TV, The Review and Professional Refresher, to earn
CPD hours from your device, wherever you are – all
automatically logged to your CISI CPD record. Search MyCISI in the App Store or Google Play or click the buttons
below
Mentoring Scheme
The CISI mentoring scheme is a brand-new benefit available to all CISI members, offering the
opportunity for members
to support one another. We hope that through building strong and trusting relationships,
aspiring members can gain
the knowledge, confidence and self-awareness that will empower them and further their
careers. The mentoring platform will facilitate a structured exchange of knowledge and experience to
benefit both mentors and mentees.
Find out more
Progression
Whatever stage of your career you are at – there is always
potential for growth and
progression. CISI members can progress in their roles,
constantly supported by the
Institute. This progression can be both as part of the
Institute, moving up through the
membership grades, and in their individual careers – where
the knowledge and
experience gained earns members the recognition they need to get
ahead.
Designations
Through the various grades of membership members can gain designatory
letters. These, added
to a CV, business cards or LinkedIn profile, indicate a
knowledge of, and experience within,
the financial services sector. Members can also strive to become
personally Chartered and
achieve the pinnacle of professionalism. Chartered members of a
Chartered body are highly
regarded as qualified professionals, and are considered experts
in their fields.
Member Badges
As a CISI member, you have access to personal member badges which are
designed to help you
differentiate yourself from your peers, display your
achievements as a CISI member and
ensure you maintain your competitive edge.
The member badges available are related to your membership grade
(Affiliate to Chartered
Fellow) and any qualification-based title or certifications you
have (Chartered Wealth
Manager, CFP™ professional and/or Accredited
Paraplanner).
Higher level qualifications
Undertaking a CISI qualification demonstrates a commitment to a high
standard of professional
knowledge, and so makes candidates eligible for membership. As
achievers of a CISI
qualification, members are also eligible to study for
higher-level exams, moving up through
the qualification pathway levels in their particular field, and
further demonstrating their
expertise.
Learn
more about qualifications
Introducing
MyCISI Rewards
Your Personal Hub for Retail Cashback and Discounts, Competitions and Wellbeing Benefits
Save money on your shopping with a selection of retail discounts and offers, win prizes with
competitions and enjoy wellness benefits as part of your CISI membership.
Log in to MyCISI
CISI membership benefits in summary
Whether for yourself, or your staff, membership of the CISI provides a host of
opportunities to
support the highest standard of professionalism. The resources we offer are tailored for financial professionals to ensure they
can maintain a high
standard of knowledge, excel in their role and do the best job for their firm.
Learn more
More information on the benefits of CISI membership is available here.
If you are interested in membership for yourself, you can apply
here. For information on arranging membership for your staff, and
the corporate packages we
offer, please contact our Client Relationship Management team on crm@cisi.org or +44 20 7645 0670