• Climate Risk Certificate

    The first joint qualification from the Chartered Body Alliance

    Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.

    Register now
  • 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. 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.

  • Sustainable and Responsible Investment

    Essential learning for all financial services professionals in 2021

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  • 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.

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

News, insight & analysis

  • pensions_700

    In the news: The future of pensions

    Mexico's pension landscape has been through reform, while Chile's still requires it. Plus, a warning of a looming Generation X pensions crisis
    by Bethan Rees

    Read more
  • kari-peters_700

    Back story: Kari Peters ACSI

    The first-ever athlete to qualify in cross-country skiing for Luxembourg in the Winter Olympics 2014 has recently attained his level 4 Certificate in Advanced Wealth Management
    by Bethan Rees

    Read more
  • Special-report_700

    Financial crime fightback

    Governments, regulators, financial services providers and police forces around the world face enormous challenges tackling financial crime. The Review reports on how law enforcers can work with private sector partners to turn the tide
    by David Burrows and William Monroe

    Read more
  • qe_700

    What does economic recovery mean for markets and investment?

    As global economies begin their recovery from the pandemic, there is an emergence of inflation, while governments grapple with elevated debt levels
    by Anna Fedorova

    Read more

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
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+44 20 7645 0777
customersupport@cisi.org