Paul Clifford, Chartered FCSI, appointed President of CISI Jersey branch

16 May 2013

Paul Clifford, Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) has been appointed President of the CISI Jersey Branch.

Speaking about his appointment, Paul said: “I am honoured to be appointed to this position. I look forward to continuing the excellent work of the Jersey Branch and of outgoing president Ben Shenton, and in these changing times to continue to provide support and value to the members. I am particularly keen to engage the committee further as regards student developments on the island and promote the continuing professional development and networking opportunities offered by the branch.”

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Shariyah Review Bureau Partners with Simply Sharia Human Capital to Deliver Islamic Finance Training (IFQ)

Simply Sharia Human Capital (SSHC) is delighted to offer the Islamic Finance Qualification (IFQ) in collaboration with prominent Gulf-based Sharia Advisors, Shariyah Review Bureau (SRB).

The SRB-SSHC partnership will deliver the internationally recognised and UK-certified IFQ across the Gulf region.

Read the full press release

CISI requires new capital market entrants in the UK to pass an integrity test

The Chartered Institute for Securities & Investment (CISI) has announced that from 2 April 2013, it will require candidates for its customer facing entry level examinations for wholesale/capital markets financial services activities to take and pass the CISI’s IntegrityMatters online test before sitting the exam.

The CISI is introducing this initiative to ensure that new entrants to the capital markets sector, who will be working directly with firms and clients, realise the importance of Integrity and Ethics from the moment they enter the industry. This will also mean that integrity will be tested across the entire industry, not just in wealth management and retail financial advice.

The CISI’s IntegrityMatters test, which has been a requirement for its Chartered members to take since 2009, is being introduced to the capital markets by the CISI as it believes that the standard of integrity needs to be at least equal to that of the retail sector. This will also provide the public with some tangible evidence which demonstrates that banks and other financial organisations really are changing their culture.

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CPD and Professionalism Roadshows

January – March 2013

The CISI is offering another series of roadshows across the UK, this time on 'CPD & Professionalism: embedding the new standards for members'.

These events are intended to help firms and practitioners remain fully RDR-compliant and will focus on maintaining CPD in the new regime.

Visit cisi.org/roadshows for dates and more information.

CISI Student Event – Generation Y: the (modern) world of personal finance

The Institute’s first Student Member event for 2013, held at Cass Business School, offered an insight into financial education and the attitudes and perceptions held by today’s youth.

Attended by more than 80 CISI members and guests, the experienced panellists - Sophie Robson, External Affairs Coordinator, CSFI, Stephanie Longford, Long Finance Coordinator, Z/Yen, and Jeannette Lichner MCSI author of #yourmoney, discussed the implications of the CSFI’s recent report “Generation Y: the (modern) world of personal finance”. The case for young people to receive better education has never been stronger especially as ‘university education is no longer free, jobs upon graduating are far from guaranteed, the housing ladder has been removed for many and work-based pensions are a thing of the past’.

The event explored ‘how tuned in to personal finance today’s young people are’ and debated what the future holds for the financial services. The discussions elicited engagement from the audience with attendees asking probing questions of our panellist and many sharing their own personal experiences about learning about finance.

Press coverage from Cass Business School

Launch of Active Learning Webcasts on CISI TV

Active learning webcasts enable members to log Active/Structured learning CPD by successfully completing a five question quiz after watching CISI TV programmes.

Simply scoring 80% or above in the quiz, will earn you Active Learning CPD and you will gain an extra 15 minutes CPD for completing the quiz. Until now, CISI TV programmes have been Reflective/Structured Learning under the CISI CPD scheme.

How do you sit the quiz?

Active learning webcasts are identifiable by this stamp

After you have watched the webcast go to the 'Links' menu on the right of the programme and press 'Active Learning Quiz'.

This will take you to the quiz and once you have submitted your answers you will see your score. Your CPD log will then be updated overnight.

For those affected by the RDR, taking these tests will further evidence the structured learning element of CPD under the RDR.

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Become a CISI work experience host

We are looking for financial services firms to offer work experience opportunities to 16 to 18 year old students from schools across the UK who are studying for our Certificate for Introduction to Securities and Investment, as part of our Investing in Futures work experience initiative.

The CISI is firmly committed to assisting the industry in attracting and developing future practitioners for the industry, supporting young people and connecting with local schools and colleges.

Whether you can support one student for a few days, or twenty students for two weeks, we would be keen to hear from you. Please email Angela Porter for more information.