Application Forms

membership Application Forms

New Membership Applications

	Membership Application Form Print and complete form manually

	Membership Application Form Complete the form electronically. Please type your name in the declaration section. This form does not have to be signed.

	Student Application Form *Please Note: Anyone booking one of our examinations is automatically given Student membership free of charge for a full 12 months from making their exam booking. If you are a new customer and would like to register online, please click here.

	Membership (MCSI) via experience If you do not hold qualifications that entitle you to directly apply for full membership, but you have considerable experience in the finance industry, you can apply for Membership via Experience.

Membership Upgrade Forms

	Upgrade Form (ACSI/Affiliate to MCSI) Existing Affiliate members who have obtained a Level 6 or 7 qualification, or an external qualification that qualifies them for full membership can apply to upgrade their membership.

	Upgrade Form Affiliate to Associate (ACSI) Existing Affiliate members who have obtained a Level 3 or 4 qualification, or an external qualification that qualifies them for ACSl membership can apply to upgrade their membership.

Membership Reinstatement Form

Reinstatement (ACSI/MCSI) Application Form
Members whose membership has lapsed within the last three membership years may reinstate their membership at the cost of a full year of membership. If membership has been inactive for longer than this, a new application form will need to be completed and the appropriate joining fees will apply.

Charter Application Forms

	Individual Charter Application Form If you have met the requirements to upgrade to individually chartered status, you may apply for Chartered Member or Chartered Fellow status. For more information on individual charter and requirements.

	Chartered Wealth Manager Application Form Chartered Wealth Manager is a new designation launched by the CISI to recognise members in the retail sector at the pinnacle of their profession. For more information on Chartered Wealth Manager requirements.

Processing Timescales

The standard processing timescale for all applications is up to 15 working days, including three to five days required to post any confirmations or certificates.

If you have not heard from us or received anything after 28 days, please contact us