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    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

  • sftr_700

    Ask the experts: SFTR

    Peter Tomlinson and Rick Watson from the Association for Financial Markets in Europe (AFME) explain the ins and outs of the Securities Financing Transactions Regulation
    by Bethan Rees

    Read more
  • case study - purpose700

    Case study: Living life with purpose

    Ian Painter CFP™ Chartered FCSI, managing director at Affinity Integrated Wealth Management, explains the value of helping clients establish, and achieve, a life of purpose
    Read more
  • mindfulness_700

    All in the mind

    With home working looking set to continue for many in the financial services sector, can mindfulness play a role in managing stress and boosting productivity?
    by Sophie Mackenzie

    Read more
  • last-word_700

    Last word: Open-ended fund reforms

    How attractive is the FCA’s proposed solution to the 'liquidity mismatch' issue that plagues open-ended funds?
    by Andy Davis

    Read more

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