Affiliate membership
Becoming an Affiliate member of the CISI is a straightforward way to improve your career
prospects. As an Affiliate member of the CISI, you demonstrate a commitment to professionalism,
integrity and
excellence. It shows colleagues and clients that you want to develop your knowledge and
progress in your
career.Membership is also a way to show your commitment to ethical behaviour. All CISI members
must complete an
integrity
test upon joining, as well as sign up to a code
of
conduct.
Affiliate membership is ideal for those forging a career in financial services, whose
job role does not
require a specialist financial qualification.
What
you
get...
The range of benefits means Affiliate members can keep up with the latest professional
developments,
access in-depth insight and develop wide-ranging professional connections – without
having to undertake
exams.
Members can also keep a tangible record of all of this through an automatically updated
CPD record,
demonstrating to employers a commitment to professional development.
With over 450 events held each year there are regular opportunities for networking and
development. On
top of this, our renowned professional publication, the
Review,
available in print and online, gives weekly updates of news, opinion and analysis from
financial
services experts. Other benefits include Professional Refresher modules, online
lectures on CISI
TV and exclusive online
networks – to ensure members can build their connections and develop their knowledge,
wherever they are
based.
View
the full
range of membership benefits Table of benefits
Associate (ACSI) membership
Associate membership gives you the competitive advantage you need to stand out from your
colleagues.Becoming an Associate publicly demonstrates your commitment to professionalism, integrity and
excellence to
clients and colleagues. It also shows the effort you have made to undertake financial
qualifications and
your determination to continue your professional development. The designatory letters that
Associate members
can use – ACSI – are a way of demonstrating membership of the leading professional body in your
profession.
This level of membership is perfectly suited to professionals with experience of the profession,
who are
looking to progress to more senior positions. The knowledge, insight and expertise that
Associate members
can access helps them differentiate themselves from colleagues.
It is also a tangible demonstration of your commitment to ethical behaviour – all CISI members
must complete
an
integrity
test upon joining, as well as sign up to a
code
of conduct.
What you get...
The designatory letters you can use are a clear way to demonstrate your achievements to
managers and
clients, whilst the insight you can access as an Associate member helps you reach your
potential.
Benefits such as our renowned professional publication, the
Review,
available on and offline, will help you stay up to date. And through the online portal
MyCISI, members can
access information
on the major professional issues, using intuitive tools such as Professional
Refresher and CISI TV.
View
the full range
of membership benefits Table of benefits
How to become an Associate
Associate membership requires a minimum of a qualifying
level CISI qualification, a threshold competency qualification or an equivalent
qualification from another professional body.
If you are an existing CISI member, and regularly complete continuing professional development
(CPD) or have
completed further CISI examinations, you may be eligible to upgrade your membership. You will be
automatically notified when you become eligible to upgrade, via an automated email as well as a
message
which will appear within your MyCISI
portal.
You then just need to complete a simple form to upgrade your membership.
Full Membership (MCSI)
Attaining
full Member
status indicates a high level of knowledge in financial services as well as a commitment
to the
principles of professionalism, integrity and excellence. It is both a sign of achieving
a higher level
financial qualification, and of a desire for professional development. This is made clear to colleagues and clients through the designatory letters that all
full Members can
use – MCSI. This level of membership shows an ongoing ambition to develop knowledge and
progress to
senior levels.
It is also a tangible demonstration of your commitment to ethical behaviour – all CISI
members must
complete an integrity
test upon joining, as well as sign up to a code
of
conduct.
What you get...
Full membership gives you access to the advanced insight you need to stand out as a
professional. The designatory letters you can use are an easy way to demonstrate your knowledge and
expertise to
colleagues and clients, whilst the insight you can access as a full Member helps to
define you as an
expert in your area.
Benefits such as our renowned professional publication, the
Review, available in print and online, will help you stay up to date.
And through the
online portal MyCISI,
members can access
information on the major professional issues, using intuitive tools such as Professional
Refresher and CISI TV.
Reaching full Member level also provides access to the advanced insight available in the
Investment
Management Review, a higher level publication analysing major issues in financial
services.
View
our the full
range of membership benefits Table of benefits
How to become a Member
Full Membership is awarded to those who have attained higher level qualifications or those
who have
extensive experience within the profession.
If you are an existing CISI member, and regularly complete continuing professional development
(CPD) or have
completed further CISI examinations, you may be eligible to upgrade your membership. You will be
automatically notified when you become eligible to upgrade, via an automated email as well as a
message
which will appear within your MyCISI
portal.
You then just need to complete a simple form to upgrade your membership.
Individual Charter... The mark of professionalism
Across the world, and across industries, an Individual Charter is recognised as a
symbol of the peak
of professionalism. Holding a Charter tells clients, colleagues and regulators
that you have already
demonstrated an outstanding commitment to achieving the highest levels of
knowledge, skills and
behaviour and that you are dedicated to maintaining this.
By holding an Individual Charter from the CISI, the UK’s leading securities and
investment
professional body, you achieve the highest membership grade we offer.
The CISI offers three grades of Chartered membership, Chartered Member (Chartered
MCSI), Chartered
Fellow (Chartered FCSI) and Chartered Fellow (Financial Planning).
What you get...
Aside from the professional recognition of holding an Individual Charter, members of the CISI who
achieve Chartered status also have access to certain exclusive benefits, in addition to the benefits
available as standard to CISI members.
View the full
range of membership benefits Table of benefits
How to become Chartered
Holding an Individual Charter with the CISI requires a continuous demonstration of
knowledge, skills
and
behaviour. Through a combination of qualifications and a consistent record of
continuing
professional development (CPD) a member can become Chartered. 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 explains the process for Chartered members of any
grade to maintain their
Chartership.
How to become a Chartered Member or Chartered Fellow
For more information please read the Chartership FAQs or refer to
the table below to check if
you are eligible
Level 3 CISI and Non-CISI
Level 4/5 CISI
Level 4/5 (Non-CISI)
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 (non-CISI)
Chartered Member of a relevant non-CISI
Body*
5 as an Associate
4 as an Associate
5 as an Associate
1 as an Associate
1 as a Member
1 as a Member
1 as a Member
1 as a Member
1 with the relevant non-CISI body
+2 as a CISI Member or Chartered
Member
+3 as a Chartered Member of a
relevant Body*
+1 as a CISI Member or
Chartered
Member
+2 as a Chartered Member of a
relevant Body*
* Your CPD must have been logged in the consecutive years immediately preceding
your CISI
membership. You will need to provide written confirmation of your relevant
membership history with
the relevant Chartered Body, this should be included with your application. For the accepted
relevant bodies, please see the Chartered Membership via another
Chartered
body FAQs.
How to Apply
- Complete the application form (new members should use the form here)
- Return it to applications@cisi.org
or
address: Customer Support Centre, Chartered Institute
for Securities & Investment,
20 Fenchurch Street, London EC3M 3BY
- Your application will be assessed and you will be notified
of the outcome. This may take
up to 15 working days. If you have not received a
response or if you have any other
queries regarding Chartership, please contact
us.
Application and upgrade Fees
Current Grade of
Membership |
Grade of
Chartership
|
Application and upgrade cost from 1 April
2023 |
Associate |
Chartered Member |
£125.00 |
Member |
Chartered Member |
£55.00 |
Member |
Chartered Fellow |
£80.00 |
Chartered Member |
Chartered Fellow |
£80.00 |
Chartered Member of another Chartered Body* |
Chartered Member |
£55.00 |
Fellow |
Chartered Fellow |
£55.00 |
*Your CPD must have been logged in the consecutive years immediately preceding your CISI
membership. You will need to provide written confirmation of your relevant membership
history with the relevant Chartered Body, this should be included with your application. For the
accepted relevant bodies, please see the Chartered Membership via another
Chartered
body FAQs.