membershipIndividual Charter

As a member of a Chartered professional body you benefit from an enhanced status in the industry and the wider community. Members are part of an organisation which holds the respect of the government, regulators and industry. There is little doubt within the Financial Services industry that Chartered members are highly regarded and qualified professionals who are expected to act as such.

Individually Chartered members will need to abide by the Royal Charter, Bye-laws, Regulations, and to uphold the Institute's high standards as published in its Professional Code. You can view the Individual Charter Policy, which relates to the process for Individual Charter members to maintain their Charter Status.

All applicants will need to have passed IntegrityMatters with the required grade and meet appropriate CPD requirements. CPD must be logged using the CISI CPD Scheme/CISI RDR CPD Scheme or any firm's internal scheme that has been accredited by the CISI.

For more information please see the chartership FAQs.

The chart below outlines the arrangements for seeking individual Chartered status. 

Membership Upgrade Diagram


*Please note: CPD must be logged using the CISI CPD Scheme/CISI RDR CPD Scheme, or any firm's internal scheme that has been accredited by the CISI. It is a requirement upon obtaining chartered status to meet the CISI (or RDR) CPD requirement on a yearly basis and to participate in a CPD audit if selected by the CISI. 

Fees

 Current Grade of Membership  Grade of Chartership  Upgrade Cost 
 ACSI  Chartered MCSI   £80.00 
 MCSI  Chartered MCSI   £30.00 
 MCSI   Chartered FCSI   £50.00 
 Chartered MCSI   Chartered FCSI   £50.00 
 FCSI   Chartered FCSI   £30.00 



How to Apply

Complete the application form and return it via post or email to us:

Address: Chartered Institute of Securities and Investment, 8 Eastcheap, London, EC3M 1AE
Email: applications@cisi.org

Your application will be assessed and you will be notified of the outcome. This may take up the 15 working days.  If you have not received a response or if you have any other queries regarding chartered status, please contact us