Skip To The Main Content
 
sign in left image
Sign in Register Shop
sign in right image

THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
  • Sign in
  • Register Shop
  • The Review
THE REVIEW
  • Financial Planning
  • Analysis
  • Features
  • Insight
  • News
  • Opinion
  • People
  • Career Development
Sections
  • Building blocks - 1920

    Building blocks to a bright future

    A Fortune 500 CEO shares some insights on how to evolve in your career
    by Lauren Johnson, CISI copywriter 
    Read more
  • copytrading_1920

    Copy trading rules and risks

    This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
    by Bradley Gerrard

    Read more
  • Behavioural finance module - 1920

    Psychology of financial decision-making

    Our Professional Refresher on behavioural finance illustrates how our biases can negatively affect our investment choices
    by Lauren Johnson, CISI copywriter 
    Read more
  • fees-funds-costs_1920

    Fees and charges: the figures behind the jargon

    The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
    by Dan Atkinson

    Read more
  • esg-backlash_1920

    An ESG backlash is simmering. Will it boil over?

    Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
    by Paul Bryant

    Read more
  • Gender-lens_1920

    International Finance Corporation: Banking on Women

    Jessica Schnabel, global head of the Banking on Women programme, talks to Sarah Kidner about its Banking on Women initiative
    Read more
  • Inequalities_1920x1056

    Tackling inequalities

    A key theme from COP27 was the need to tackle global inequalities. The financial services sector is also ramping up its efforts to make a difference in an increasingly uncertain world
    by David Stirling

    Read more
  • CREST-1350722246_1920x1056

    Still on the CREST of a wave

    In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market

    Read more
  • Taxharmony_1920

    Tax net closes in on multinationals

    More multinational companies must now pay tax in the countries in which they do business. Peter Taylor-Whiffen looks at the logistics and the implications

     

    Read more
  • Int-B-Corp_1920

    To B Corp

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

    Read more
  • SPAC_1920

    SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

    Read more
  • IFRS_281415902_700

    Ask the experts: IFRS consultation

    Dec 11, 2020

    The International Financial Reporting Standards (IFRS) Foundation has published a consultation paper considering the need for global sustainability standards. Veronica Poole, partner and global IFRS and corporate reporting leader at Deloitte, talks us through the paper
    by Bethan Rees

    Read more
  • multi-generation_700

    Managing a multi-generational workforce

    Dec 11, 2020
    Read on for some insights from our Professional Refresher module
    by Bethan Rees
    Read more
  • currency swap700

    Cross-currency basis swaps

    Dec 9, 2020

    Robin Brown, member of the CISI Bond Forum Committee, explains what cross-currency basis swaps are and how they work

    Read more
  • Alan Burr700

    A paragon of professionalism

    Dec 8, 2020
    Alan Burr, Chartered FCSI, has been an active CISI member since 1999, involving himself in a staggering array of CISI activities
    by Lora Benson MCIPR, CISI head of media
    Read more
  • CFP_700

    25 years of the CFP™ mark in the UK: from products to planning

    Dec 7, 2020

    The CERTIFIED FINANCIAL PLANNERTM certification was introduced to the UK in 1995. We look back at how it has helped to shape the financial planning sector and explore what might be in store for the future
    by Dominic Dudley

    Read more
  • inthenews_vacc_700

    In the news: Stock markets react to Covid-19 vaccine

    Dec 4, 2020

    The UK, US and Asia stock markets feel the impact of the positive vaccine news
    by Bethan Rees

    Read more
  • Xmas offers700

    CISI Membership Privileges: Christmas discounts

    Dec 3, 2020

    CISI members can benefit from several discounts for the festive season

    Read more
  • hilton_700

    First person: Dividends divide

    Dec 1, 2020

    What will the recent cuts to dividends mean for larger companies?
    by Anthony Hilton FCSI(Hon)

    Read more
  • SallyPlant700

    CISI new head of financial planning

    Nov 30, 2020

    Sally Plant is the new head of financial planning at CISI

    Read more
  • data-analytics_700

    Five things to know about data analytics

    Nov 27, 2020

    Big data requires big analysis, or should that be big mining? Read on to learn the difference
    by Bethan Rees

    Read more
  • banter_700

    Ask the experts: Banter vs bullying

    Nov 24, 2020
    Stella Chandler, director of development at Focal Point Training and Consultancy, outlines the difference between having fun and inappropriate behaviour at work
    by Bethan Rees
    Read more
  • rofm700

    Review of Financial Markets: October 2020

    Nov 20, 2020
    The October issue of Review of Financial Markets features a look at the geopolitics of the global energy transition; Russell Napier's thoughts on Modern Monetary Theory; and whisky valuation
    Edited by George Littlejohn MCSI, senior adviser to the CISI
    Read more
  • introverts_700

    The rise of the introvert

    Nov 20, 2020

    Working from home is giving introverts a chance to thrive
    by Bethan Rees

    Read more
  • last-word_700

    Last word: State support

    Nov 19, 2020

    The public sector has rolled out several schemes to keep businesses afloat since the start of the pandemic. Does it have the power to take over the ESG agenda?
    by Andy Davis

    Read more
  • FPConf setup700

    Virtual Financial Planning Conference 2020

    Nov 17, 2020

    The inaugural virtual CISI Financial Planning Conference featured experts from around the world, with delegates enjoying networking at virtual round tables and breakout sessions
    by William Monroe and Bethan Rees

    Read more
  • ICG-CISIOct2020-700

    Insights Review by ICG: October 2020

    Nov 16, 2020
    The October 2020 special edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
Prev Next
Back to the top of the page

We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our cookie policy.

Welcome to the CISI Learning Platform

We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual.

With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.

 Start learning
 
 Give me a guided tour
 
 FAQs

Help and support

Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.

 Take a guided tour of the learning platform
 
 View our FAQs