• Sustainable and Responsible Investment

    Essential learning for all financial services professionals in 2021

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  • Managing the mix

    Paraplanners book the conference now!

    We invite paraplanners to be inspired at the conference as we combine the perfect mix of technical, soft skill, and career progression sessions, with a total of 6.5 CPD hours.

    Free member ticket Find out more
  • Can you see a future in responsible finance?


    The climate crisis presents an urgent challenge for humanity. But it also opens up enormous opportunities.

    Find out more
  • Vulnerable Customers

    The appropriate treatment of vulnerable customers is a key concern for regulators all over the world, in the financial services sector and beyond. Keeping these customers safe is both a regulatory requirement and a moral imperative, so firms must be proactive in identifying them and providing the best possible service.

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    Remote Invigilation

    We now offer the option to sit our multiple-choice question (MCQ) exams remotely, for example, from home or from a meeting room.

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  • Welcome to the CISI

    The Professional Body of Choice for the Financial Services Profession

    The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992.

    We encourage all of our members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day.

    Find out more about CISI membership

Over 45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

Quick survey

The FCA’s Finalised guidance for firms on the fair treatment of vulnerable customers makes it clear that “all relevant staff should understand how their role affects the fair treatment of vulnerable consumers”.
How confident are you with regard to understanding your duty of care towards vulnerable customers?

Your local office

Chartered Institute for Securities & Investment
20 Fenchurch street
London
EC3M 3BY

+44 20 7645 0777
customersupport@cisi.org