Application Forms

  Online New Membership Application

This form is completed online and submitted instantly. Our dedicated customer support team will then call you back to take full billing details.
  New Membership application 

You can download this form, print and complete it. Then return it by post to: Chartered Institute for Securities & Investment 20 Fenchurch Street, London EC3M 3BY.
  New 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 

Existing Affiliate/ACSI members who have obtained an appropriate qualification, or an external qualification that qualifies them can apply to upgrade their membership.
  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. View more information on individual charter and requirements.
  Chartered Wealth Manager Application Form 

Chartered Wealth Manager is a title launched by the CISI to recognise members in the retail sector at the pinnacle of their profession. View more information on Chartered Wealth Manager requirements.
  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.
  Concessionary Affiliate Application Form 

If you currently claim Income support; Income-based Jobseeker’s allowance; or Pension Credit / Guarantee Credit you are eligible to apply for Concessionary Affiliate membership.
 ICAI Application form 

Full ICAI members do not have to sit further examinations to become CISI members and they are eligible to join at ACSI level. ICAI members are eligible to upgrade to full MCSI membership if they have three years' industry experience.
 ICSI Application Form 

ICSI members do not have to sit further examinations to become CISI members and they are eligible to join at ACSI level. ICSI members are eligible to upgrade to full MCSI membership if they have three years' industry experience.

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.