• 13-14 October 2020

    Will you be sharing best practice at the financial planning event of the year?

    Early bird ends Friday 21 August

    Book now View programme
  • The most constructive

    60 minutes

    of my day


    “Short, concise, easy to use e-learning modules that give me a basic understanding of such a broad range of subjects”

    Find out more about Professional Refresher
  • Bridging the gap

    Returning to full time employment?

    Join us today and benefit from a 50% discount on exams and membership.

    Membership discounts Qualification discounts
  • End the stigma,

    Start a conversation

    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.

    Visit the portal
  • 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

  • UKrelaxed700

    UK financial planning clients less stressed than US and South African peers

    An international survey has revealed differences between three nations where CERTIFIED FINANCIAL PLANNER™ professionals are operating
    by Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning
    Read more
  • eu-commission_700

    A new chapter

    The European Commission is undergoing a series of important changes under the leadership of its new president, Ursula von der Leyen, including the European Green Deal. How will her agenda affect the financial services sector?
    by David Burrows

    Read more
  • whisky700

    Luxury asset investment

    Malcolm Gloyer, Chartered MCSI, business and quantitative analyst, explains some solutions to challenges of investing in luxury assets
    Read more
  • Gerhardt_700

    Profile: Raising the standard

    As chair of the Board of Directors (BoD) of the Financial Planning Standards Board (FPSB), Gerhardt Meyer CFP® has played a key role in setting global standards for the financial planning profession, but more work remains to be done
    by Dan Atkinson

    Read more

Quick survey

In the event of a no-deal Brexit, what impact do you think this will have on jobs in the UK financial services sector?

Are you working:

Your local office

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

+44 20 7645 0777
customersupport@cisi.org