CPD & Events
Professional Forums
Professional Forums

Professional Forums are one of the CISI’s key membership benefits and enable members to meet and listen to presentations from practitioners in the industry, as well as engage in open discussion. They are a unique opportunity to share ideas and discuss relevant issues in a confidential setting, as they are conducted under the Chatham House Rule:

"When a meeting, or part thereof, is held under the Chatham House Rule, participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed".

The forums are free events open to Chartered members, FCSI, MCSI, ACSI and Affiliate members. Student members may attend one of each forum per year. Each Committee listens to the requirements voiced by its membership and also looks for opportunities to address their concerns through the Forums. Attending forums counts towards ‘Active’ learning under the CISI CPD scheme.

Each forum is run by its own committee comprising practitioners in the relevant field who work closely with the CISI to plan forthcoming events, identify areas of interest and source speakers. Presentations from previous forums and responses to FCA papers can be viewed in Professional Forum Archive.

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Forum Benefits
  • CISI members with all levels of experience and seniority are welcome
  • Speakers are leading industry specialists
  • Programmes are designed to meet the specific needs of the membership
  • Counts towards your annual CPD target, as attendance hours are automatically logged if you are a CISI CPD Scheme member (please remember to bring your membership card)
  • Light lunch included and an opportunity to network with like minded professionals



The Compliance Forum is the Institute's largest and it meets six times a year to discuss current issues. In the past, the forum has responded to consultation papers and meets biannually with the Financial Services Practitioners Panel to share the forum's view on recent industry changes.

"With a wide variety of attendees from across the industry, you'll certainly find a supportive network of fellow compliance professionals.
I look forward to meeting you."Julian Sampson, Chartered FCSI, Compliance Forum Chairman
Commitee members

If you would like to be added to the Compliance Forum so that you are notified about future events please email pf@cisi.org

The Corporate Finance Forum is one of the CISI’s longest running forums. It meets at least six times each year at a City venue and also holds a well attended annual dinner to which members are able to bring guests.

"The Corporate Finance Forum aims to bring together professionals from throughout the Corporate Finance industry. We provide a forum for thought provoking debates and industry leader talks to help our members expand their knowledge and networks and develop their careers. We are looking forward to a year of interesting events and welcome new members to the forum. "Debbie Clarke, CF, Chartered MCSI
Commitee members

If you would like to be added to the Corporate Finance Forum so that you are notified about future events please email pf@cisi.org

The Financial Technology Forum is one of the Institute's newest forums. It meets four times a year and it is heavily involved in the CISI Annual Technology Debate.

“The Financial Technology Forum aims to play a key role in the continuous development of thought leadership and knowledge sharing in our industry on how to best leverage technology in the best interest of the securities and investment markets and the clients that it protects and services."
Brian McNulty MCSI, CEO, DBFS

Commitee members

If you would like to be added to the Financial Technology Forum so that you are notified about future events please email pf@cisi.org

The Operations Forum meets six time a year in both Canary Wharf and the City to discuss burning issues within the back office.

Commitee members

If you would like to be added to the Operations Forum so that you are notified about future events please email pf@cisi.org

The Risk forum, one of the longest running Institute forums, meets six times a year in the city and is always well attended.

“The Risk Forum seeks to provide its members with knowledge on the changing and broad world of risk. Our meetings are always well attended with leading experts providing guidance on the key issues of the day. Focussing on regulatory driven change and the challenges of all facets of enterprise risk management there is always a lot to discuss. I find the meetings stimulating and informative and hope you do as well!”
Dennis Cox, Chartered FCSI, CEO, Risk Reward Ltd

Commitee members

If you would like to be added to the Risk Forum so that you are notified about future events please email pf@cisi.org

The Wealth Management forum meets six times a year with a wide range of speakers bringing professional insight to discussions about issues and topics that are relevant to Wealth Managers both now and in the future.

Commitee members

If you would like to be added to the Wealth Management Forum so that you are notified about future events please email pf@cisi.org


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