Integrity & Ethics Products

In support of our objective of developing high ethical standards for financial practitioners and promoting such standards in the United Kingdom and internationally, we offer a range of products and services which are available to members and non-member to debate, refresh and test integrity.

It is agreed that taking a test doesn't determine whether you are ethical. However, the rationale is that by completing a test, practitioners will be encouraged to think about how to act with integrity and be able to recognise situations and determine how best to respond. 



IntegrityMatters

IntegrityMatters is a tailored elearning tool designed to highlight dilemmas practitioners may face at work. This unique elearning tool developed by the CISI highlights the importance of integrity and enables users to test their ability to make ethical decisions in the workplace.

Over 7,000 industry professionals have now taken the IntegrityMatters test and completing it is a requirement for all members wishing to become personally Chartered.

Find out more about IntegrityMatters

Professional Refresher: Integrity and Ethics Module

Professional Refresher is an online learning system, including a self-administered test. It offers learning modules to support the latest regulatory and industry changes.

A dedicated Integrity and Ethics module has been developed to enable practitioners to review and refresh their knowledge in this critical discipline.

Current full members (MCSI) and Fellows (FCSI) of the Institute are required to undertake and pass the integrity and ethics unit Professional Refresher by September 2013. Completing the module counts as CPD hours.

Login here if you are a member



Cost

CISI Members The full suite is free
Non-members The full suite is available for £150

Modules are also available individually.
How to buy

Click here to buy Professional Refresher

Volume discounts are available, if you would like to find out more please contact us.

Integrity at Work - Workshop

This hour-long workshop which includes individual voting machines, real-time results and lively debates, has been presented to audiences at firms around the world, including the Bahamas, USA, Switzerland, Cyprus and Gibraltar.

The workshop provides attendees with the unique opportunity to vote on a range of ethical challenges, drawn from real-life situations.

Benefits
  • Tailored to suit any firm, business type or location, UK or internationally
  • Anonymous voting encourages participants to vote how they would in real life rather than how they know they should
  • Earn one hour of CPD through the CISI scheme. Hours will be automatically recorded in CISI members’ logs where appropriate

Cost

Full Corporate Supporters One workshop free (then £750)
Non-Corporate Supporters £750
Booking

If you would like more information or would like to discuss booking this workshop please contact the Client Relathionship Management team on:

 +44 20 7645 0817
 crm@cisi.org

Integrity at Work in Financial Services

Integrity at Work in Financial Services is a collection of case studies which explore and explain a variety, of ethical dilemmas. The series was developed to encourage industry practitioners to think about principles and apply them in their day-to-day activities. The books have been distributed to over 120,000 financial services firms and professionals and have recieved great acclaim.

Printed copies are available, priced at £10 per volume. To purchase copies, please contact us.

PDF Copies of each volume are also availale here: Book 1, Book 2, Book 3.



Ethical Dilemmas

Every issue of the Securities & Investment Review, the official magazine of the CISI, contains a new ethical dilemma in the ‘Grey Matters’ series. Topics have included everything from policies on hiring family members, to whistleblowing, to accepting corporate hospitality.

As in life, the responses to these scenarios are more grey than black or white. The suggested discussion and way forward, whilst not intending to be prescriptive, represent the combined views of a number of senior industry figures.

We would be pleased to receive feedback or suggestions for future discussion. Please email principles@cisi.org

Members can login and view the S&IR online


Cost

CISI Members The S&I Review is free to CISI members.
Non-members Subscriptions are available for £120
How to buy

Subscriptions are available by contacting us.

Integrity & Trust in Financial Services Professional Development Course

Integrity and Trust in Financial Services is a half day professional development course provided jointly with the respected Institute of Business Ethics. It introduces delegates to the increasingly important subject of business ethics and provides a framework for thinking about the role and application of integrity in the workplace.

The course is designed to encourage delegates to consider their actions, motivations and conflicts when encountering situations requiring a judgemental decision. Choosing an appropriate course of action may not be easy and this course is designed to assist all practitioners.

Future dates can be found via our CPD course calendar


Benefits
  • Earn three hours of CPD through the CISI scheme. Hours will be automatically recorded to CISI members’ logs
  • Interactive discussions of a number of practical case studies developed from real life situations
Cost

Non-members £300
FCSI (35% discount) £195
MCSI/Affiliate* (30% discount) £210
ACSI/Student* (20% discount) £240

*Discounts for individual members

Annual Integrity Debate


This prestigious event offers a great opportunity to reflect on the nature of our business, hear industry leaders discuss important issues of integrity and trust and to network with over 300 members and guests.

In 2013, the topic debated was: does the plc model of company ownership encourage higher standards of integrity than private ownership.

Contributors included:
  • Xavier Rolet FCSI(Hon), Chief Executive, London Stock Exchange Group
  • Allister Heath, Editor, CityAM
  • Mark Florman, Chief Executive, The British Private Equity and Venture Capital Association
  • Douglas Ferrans, Chairman, Investment Management Association
The Annual Integrity Debate is a free event for CISI members and qualifies for 90 minutes of CPD.


Photos from this year's Annual Integrity Debate