Let’s celebrate the best in UK financial planning, view the awards and their
deadline entry dates by clicking below
The online webinar series for paraplanning expertise
This online webinar series features key topics including ESG investing, cashflow
writing skills, Consumer
Duty, benefits of mentoring and more.
We have a first-class CPD programme, automatic CPD logging, quick CPD importing tools, and more
Display your achievements as a CISI member and differentiate yourself from your peers
Our new pathway has been specifically designed to offer holders of the CII Advanced Diploma in Financial Planning and CII Chartered Financial Planners a streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™ professional,
without the constraints of a formal examination.
Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime
every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock
exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.
Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the profession, or you’re looking to specialise in a chosen discipline.
CISI membership is a compelling marker of professionalism in the financial services sector. Joining us shows colleagues, clients and the wider professional sphere that you are committed to the highest standards of knowledge, skills and behaviour.
Log in to MyCISI, your personal online portal, to access your membership benefits, check exam information and results, keep track of your CPD record, view your local CISI branch, update your details and more.
Alternative assets are set to become a larger part of investors’ portfolios, but investment managers face challenges capturing alpha and managing client expectations
by Daniel Dunkley
This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
by Bradley Gerrard
The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
by Dan Atkinson
Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
by Paul Bryant
View the Review
Alternatively why not register for one of our free Thinking of joining CISI? events in January and February to learn about all routes to the individual CISI Chartered designations. Find out about Chartered Fellow (Financial
Planning), Chartered Wealth Manager and Certified Financial Planner™, as well as Chartered Firm status. This will include details from all levels and other professional body qualifications.
Chartered Institute for Securities & Investment
20 Fenchurch street
+44 20 7645 0777