Members of the Institute enjoy access to a range of free professional benefits. With the ever increasing requirements to undertake continuing professional development (CPD), the Institute is committed to continually reviewing and expanding its benefits portfolio, particularly online CPD.
The CISI CPD scheme recommends that members complete a minimum of 35 CPD hours a year. To successfully meet this requirement, at least one hour must be logged in four learning types including Active, Reflective, Self-Directed and Development. The learning type for each benefit is indicated below.
The CISI's membership cards include a scannable barcode. When members attend a CISI educational event, their card is scanned upon arrival and the member's CPD hours are automatically added to their personal CISI CPD Log.
For more information on professional benefits offered for a particular membership grade click here.
To start taking advantage of these benefits, members can
Assisting members to maintain ongoing competence is a core principle of the CISI. The Institute’s formal CPD scheme, is the best way to demonstrate to employers and the regulators that professional development is being met. The scheme includes a free CPD logging system to assist members to keep a record of their activities and any CISI CPD activities completed are automatically added to the individual’s log.
- Reflective LearningCISI TV
allows members to view a selection of the Institute’s most popular CPD seminars online, anywhere, anytime. Members can catch up on Institute events whilst earning reflective CPD hours and the hours are automatically recorded directly to members’ CPD logs. Mobile App
- Self-directed Learning
The CISI mobile app
allows CISI publications to be read on the run! Members can download the Securities & Investment Review, Change - the regulatory update and Investment Management Review (Members and Fellows only) directly to their smartphone. Professional Refresher
- Active LearningProfessional Refresher
is an online training solution which allows self-administered refresher testing on a variety of topics. It offers a large number of learning modules to support the latest regulatory changes, with more planned for release. CPD hours earned from using Professional Refresher are automatically recorded to members’ CPD logs. Infolink
- Reflective LearningInfolink
is an online library developed by the CISI exclusively for members. It is a database that provides access to a wide range of information, covering the latest financial services articles, new items, notes and slides from CISI events and many other informative resources. IntegrityMatters
- Active LearningIntegrityMatters
is an elearning tool available to both members and non-members. It features both a workshop and full test. It is an intelligent and tailored module, designed to highlight ethical dilemmas that might be faced in the workplace.
is new online job portal provided by the CISI and is populated with jobs from a number of top financial recruitment agencies. It is available to all members and enables daily email alerts to be set up so members can be the first to receive information on new jobs listed. LinkedIn
The CISI has an official CISI Group on LinkedIn
which enables members to network freely with other members. The Institute encourages members to post discussions on areas which maybe of interest and comment or pass comments on threads already posted. Other Institute subgroups are available including the Compliance Forum, Islamic Finance Forum, IT Forum, Operations Forum, Risk Forum, Wealth Management Forum or Training and Competence Interest Group
Professional Forums Active Learning
Members (except Students) are eligible to join one, or all, of the Institute’s seven free Professional Forums
. These highly regarded forums enable professionals to meet with other CISI members, listen to presentations from practitioners in the industry, engage in open discussion, and share ideas and concerns in a confidential setting, as forums are conducted under the Chatham House Rule.
CPD Events Active Learning
A full programme of free lunchtime and early evening events are available in London, regionally and internationally for all members. This year, more than 230 events will be held covering a wide range of topics for all categories of members. View the events calendar
Conferences and Training Courses Active Learning
A wide range of half, one and two-day events are available for all those working in today’s ever-changing financial services industry. These are topical events, which provide comprehensive coverage of key issues in the financial markets and attract high-level delegates from around the world. Members receive significant discounts for conferences and training courses. View the Conference
and Training Courses
FCSI Masterclasses Active Learning
Exclusive to Fellows, a series of masterclasses is run annually to provide an intimate learning and networking environment for the Institute’s most senior members. Fellows are kept informed about forthcoming classes.
Social and Networking Events
provide the ideal setting for members and non-members to socialise and network with their peers.
These events are specifically developed for student members and are organised to give you a general understanding of various subject areas, including derivatives, compliance, venture capital trust, equity and exchange traded fund.
Securities & Investment Review Self-directed Learning
The Securities & Investment Review
is the CISI’s acclaimed members’ magazine. Every issue keeps members up-to-date with the latest news, development, activities and hot topics from across the financial services industry. The publication is free to all members and is published 10 times a year.
Investment Management Review Self-directed Learning
The Investment Management Review
(only available for full members) is a benefit offered to senior members. It is an invaluable publication which gives an overview of key issues currently affecting the industry, surveys the best research and most significant developments from around the world and contains analytical articles based on themes and issues of global significance.
Change - The regulatory update Self-directed Learning
The Regulatory Update
is an indispensible guide to changes and hot topics in the world of financial services regulation. Issued quarterly, it details recent and future changes in UK regulation which affect firm authorised in the UK and includes the effects on the UK of decisions made in other regulatory jurisdictions, including Europe.Mobile App Self-directed Learning
These publications can be read using the CISI's publications app
. CPD hours are earned by reading articles and are automatically uploaded to members' CISI CPD logs.