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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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News, insight & analysis

  • us-election_700

    Ask the experts: US election

    Cailin Birch, global economist at The Economist Intelligence Unit, and Tom Richards, investment director at Canaccord Genuity, on the US election and its impact on the financial services sector
    by Bethan Rees

    Read more
  • fp_700

    In the news: Virtual CISI Financial Planning Conference 2020

    A glimpse into this year's conference, as reported by FT Adviser and IFA Magazine
    by Bethan Rees

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  • FP awards 2020-700

    Financial Planning Awards 2020

    The CISI’s virtual Financial Planning Awards 2020 were held on Tuesday 13 October to conclude the first day of our first ever virtual Financial Planning Conference. Congratulations to all the winners!

    Read more
  • Sir-Hector-Sants_700

    Profile: For the common good

    Sir Hector Sants, chair of the UK’s Money and Pensions Service (MaPS), says that the right regulation, culture and empowered consumers are needed to help people make the right financial decisions throughout their lives
    by Bethan Rees
    Read more

Quick survey

The United Nations Environment Programme Finance Initiative (UNEPFI) is working with signatories to the Principles for Responsible Banking to increase lending that supports socially and environmentally sustainable economic activities.
How confident are you that your firm is committed to the adoption and execution of ethical finance policies and ESG principles as regards lending, investing, wealth management and fund management activities?

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