CPD events are free for Chartered members, FCSIs, MCSIs, ACSIs and Affiliates. Students are entitled to attend four events free per year.
If you have booked and are unable to attend please provide 24 hours' notice, so that the place can be made available to another member on the waiting list. There is no charge for cancellations made up to 24 hours prior to the event. Unfortunately, some members book for seminars but don't attend, thus denying others the opportunity to fulfil their CPD requirements. Because of this, we have taken the difficult decision to charge members who book for a seminar but fail to attend it a fee of £50. Please note, that, as long as you attend the CPD seminar(s) that you have booked, no fee(s) will be deducted from your card.
Up to 24 hours before the event you may transfer to another event, subject to available places.
You may send a substitute to an event in your place. If the event is only available to members, or members of a certain level the substitute must also be a member/hold that level of membership.
For non-members, cancellations received up until two days prior to the event will not incur any charge. Any cancellations received within 48 hours of the event will incur a 50% charge. No refund will be given for cancellations received on the day of the event.
Up to 48 hours prior to the event non-members may transfer to another event free of charge, subject to available places. Any price differential will be refunded or charged as relevant. Any transfers received within 48 hours of the event will incur a 50% charge.
Non-members may send a substitute to an event in their place.
Conferences, Courses & Workshops
50% of the event fee will be refunded for cancellations received up to 10 days prior to the event. No refund will be given within 10 days of the event. Event material, where it is available, will automatically be sent to the registered delegate.
Attendees may transfer to another conference or course free of charge up to 2 days before an event, subject to available places. After that the cancellation fee above will apply. Any price differential will be refunded or charged as relevant.
Attendees may send a substitute to an event in their place. Where there is a charge for an event if the substitute is subject to a different price, the differential will be refunded or charged as relevant.
From time to time it may be necessary for the CISI to reschedule or cancel an event, in this case all attendees will be offered a free transfer to the new date, alternative course or full refund. Unfortunately we won’t be able to reimburse any additional expenses including travel.
Any information that you provide to us will be added to our membership database and will be processed in accordance with the Data Protection Act 1998.
By submitting registration details to attend CISI Financial Planning events, delegates agree to allow the CISI and companies associated with Financial Planning events and conferences to contact them regarding their services. The contact details of registered delegates will be placed on the attendee list which will be passed to sponsoring companies and to all attendees for them to see who is at the conference for the purpose of networking.
Social and Networking Events
A full refund will be given if a cancellation is received more than two months in advance of the event. 50% of the event fee will be refunded for cancellations received up to 10 days prior to the event. No refund will be given within 10 days of the event. Event material, where it is available, will automatically be sent to the registered delegate.
Attendees may transfer to another event, subject to available places and the cancellation charges outlined above. Any price differential will be refunded or charged as relevant.
Attendees may send a substitute to an event in their place. If the event is only available to members, or members of a certain level the substitute must also be a member/hold that level of membership. Where there is a charge for an event if the substitute is subject to a different price, the differential will be refunded or charged as relevant.
Professional Forums are free for Chartered members, FCSIs, MCSIs, ACSIs and Affiliates. Students are entitled to attend one meeting of each of the eight forums per year.
If you have booked and are unable to attend we ask that you email firstname.lastname@example.org at least 24 hours before the event, so that the place can be made available to another member on the waiting list. Transfers and substitutions are not usually available please email as above to discuss.
Photography, Filming and Recording at our Events
The CISI has photographs taken and has film/video and/or audio recordings made of a number of its events for use on our website, for promotional publicity and for other purposes in printed and digital media including online CPD opportunities, newsletters and publications, which may be seen throughout the world. Whilst attendees and audiences at events are not normally the focus of these photos or recordings, we reserve the right to capture both photographs and audio visual from all of our events. If you attend our events after a booking has been made for you using our standard booking conditions or you accept an invitation from us, you will be regarded as having accepted this and to have agreed that we may make use of any rights attaching to any images or recordings for the purposes set out above. Should you wish to discuss your participation at an event please contact the CPD and Networking in advance of the event via email@example.com or speak with the on-site event team on the day.
Where the focus of the photography or recordings is of individuals or small groups, we will always try to obtain those individuals' consent to use of their image or recordings of them. Where we have not been able to obtain consent from the individuals involved, for example, because we do not have names or contact details of the relevant individuals, we will use such images or recordings with general descriptions only (eg. pictured left to right are attendees at the CISI Annual Conference). We will not use information, such as names, unless we have obtained your written consent.
For further information please contact firstname.lastname@example.org
External CISI TV Providers
As part of our commitment to provide as broad content as possible CISI wishes to recommend alternative sources of online CPD to our members via CISI TV. The CISI TV External Providers Policy outlines our verification and approval process for this content.
Please note: The content on CISI TV is not recorded for the purpose of replacing professional advice and no responsibility is taken if used in this capacity.
In the event of predicted widespread travel disruption (such as tube strikes or adverse weather conditions) we will keep attendees informed of decisions regarding the cancellation/continuation of the event. When it is possible the disruption will not occur, we will reserve our decision until we have certainty of the impact. We reserve the right to continue with an event if disruption occurs, particularly if a seminar is being filmed for CISI TV. Should we continue despite travel disruption and many delegates are unable to attend they will not be charged the non-attendance fee.
Where possible, fee-based events will continue as planned and delegates should make alternative travel arrangements. If fee-based events are rescheduled, our normal Terms and Conditions will apply. Delegates will be contacted first by email when the threat arises, and again once a decision is made. The CISI CPD & Networking Team can be contacted on +44 20 7645 0652 or via email to email@example.com for further information.
In-House Training Terms and Conditions
50% of the event fee will be refunded for cancellations received up to 14 days prior to the event. No refund will be given within 14 days of the event.
CISI reserves the right to change the trainer in case of illness or other conditions beyond its control. If a course needs to be rescheduled this can be done free of charge if notice of rescheduling is given within 14 days prior to the event. If less than 14 days' notice is received, we will require 25% of the training fee in addition to the cost of the training.
The CISI accepts bookings under the following conditions: Full payment must be sent to the CISI. A confirmation of the booking will then be issued. Cheques should be made payable to Chartered Institute for Securities and Investment. Bookings can be made over the telephone but payment must be made in full by credit/ debit card or Invoice to secure your booking. All payments including credit card payments, must be in sterling.
The CISI reserves the right to cancel a booking if payment is not made four weeks prior to the course taking place.