Professional Refresher

Professional Refresher is a training solution to help you remain up to date with industry developments, maintain regulatory compliance and demonstrate continuing learning. This popular online learning tool allows self-administered refresher testing on a variety of topics, including the latest regulatory changes.

Helping you demonstrate ongoing competence and compliance online

There are a wide range of modules available which address UK and international issues. Modules are reviewed by practitioners frequently and new topics are added to the suite on a regular basis.

At the end of each module there is a voluntary test which will help you to determine how much knowledge you have gained.

Use of Professional Refresher is automatically recorded to CISI members' CPD record as Active Learning under the CISI CPD scheme. The test can be used to satisfy firm and regulatory requirements and counts as Structured Learning under the RDR. CISI CPD time will be awarded once you have successfully passed an end-of-module test.

Log in if you are a member or have already purchased Professional Refresher

Not a member?

Become a member of the CISI to gain access to the full suite of training modules.

Current Modules

New modules 

  • Budget (Spring 2017)
  • Business Protection
  • Presentation Skills
  • Managing in the Regulatory Environment
  • Structuring Wealth

Most popular modules 

  • Anti-Money Laundering
  • Client Assets and Client Money
  • Conflicts of Interest
  • Integrity and Ethics
  • Financial Crime

You can find out which Professional Refresher modules are relevant to your industry using the table here. Professional Refresher modules are reviewed regularly - at least every six months and, in some cases, every three months. You can view a full list of last review dates here.

Modules by Industry Sector Learning objectives and outcomes Module contents CPD time earned

Benefits to firms

  • Learning and tests can form part of business T&C programme
  • Learning and tests kept up to date and accurate by the CISI
  • Relevant and useful - devised by industry practitioners
  • Access to individual results available as part of management overview facility, ‘Super User’
  • Cost effective – no additional charge for CISI members
  • Available to non-members

Benefits to individuals

  • Comprehensive selection of topics across industry sectors
  • Modules are frequently reviewed and updated by industry experts
  • New topics introduced regularly
  • Free for members
  • Successfully passed modules are recorded in your CPD log as Active Learning
  • Counts as structured learning for RDR purposes


Access to Professional Refresher is available on an annual licence basis. The full suite of Professional Refresher modules is free to CISI members or £250 for non-members. Modules are also available individually.

To purchase Professional Refresher only, please click here

If you or your firm would like to find out more about Professional Refresher, please contact us.