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    Did you know 1 in 6 workers will experience depression, anxiety or problems relating to stress? Our mental health portal offers resources and methods to consciously incorporate wellbeing in your office.

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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.

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  • Professional Refresher

    Your online training tool

    Financial services regulation has expanded at an astounding rate since the 2008 global financial crisis, as has the cost of regulatory compliance. What was once a negligible expense has become a material component of regulated firms’ annual spending, hence the emergence of Regtech. The module provides an introduction for those who have an interest in, but limited knowledge of, Regtech.

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

News, insight & analysis

  • Untitled-1

    Fifty shades of green

    Disparate investment and regulatory approaches towards environmental, social and governance (ESG) investing are ramping up complexity for investment managers and advisers
    by Paul Bryant
    Read more
  • career-dev-leadership_700

    How to lead a team effectively

    Being kind and understanding might sound obvious but it goes a long way 
    by Bethan Rees
    Read more
  • q3_experts_700

    Ask the experts: Effective global stewardship

    While progress has been made towards more effective stewardship, the overall evidence on whether and how it is happening is mixed. Guy Jubb, an honorary professor at the University of Edinburgh Business School, sheds light on the state of global stewardship
    Read more
  • Mortgages_700

    Home is where the heart is

    Lifetime mortgages are an option for asset-rich, cash-poor clients who might be struggling to fund later life objectives. Where does consideration for them fit into a financial planner’s relationship with clients?
    by Gill Wadsworth
    Read more

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