Skip To The Main Content
Sign in
Register
Shop
Sign in
Register
Shop
Study with us
Study with us
Studying with the CISI
Our qualifications for operations, compliance & risk, capital markets & corporate finance, financial planning, Islamic finance and wealth management will equip you with the practical knowledge you need to do your job.
Find out more
Already studying?
Book your exam
Access MyStudy
View your results
Getting started
View all our qualifications
Which qualification is right for me?
Our qualification pathways
Capital Markets & Corporate Finance
Compliance & Risk
Financial Planning
Islamic Finance
Operations
Wealth Management
MiFID II Guidance
Study support
What resources we offer
Revision Express
Candidate Update
Accredited Training Partners
Next steps
Book your exam
Buy your learning materials
Price list
|
Exam dates
Test centres
|
Remote exams
Exemptions
Policies & procedures
View all qualification policies
Results & performance reviews
Certificates
Feedback and complaints
English language requirements
Financial services specialists
Find out how you can contribute
Join us
Join us
Why join the CISI?
As a member of a Chartered professional body you will benefit from an enhanced status in the financial services profession globally.
You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level.
Join now
Become Chartered
Member directory
Getting started
Why become a member?
Membership benefits
Grades of membership
Individual Charter
Chartered Wealth Manager
CERTIFIED FINANCIAL PLANNER
TM
Certificate of professionalism
How to join
New member applications
Membership fees
Other application forms
Rules & regulations
Full membership rules & regulations
CPD requirements
Integrity requirements
Disciplinary procedures
Member directory
Search and view CISI member profiles
SPS
Apply for an SPS
Renew your SPS
SPS register
Non-FCA jurisdictions
RDR background information
Gap-fill guidance
CPD
CPD
Continuing Professional Development
Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession.
At the CISI, we are committed to providing all members with the tools needed to comply with the regulator's rules.
Log in to view your CPD record
CPD with the CISI
What does it mean for me?
How to meet your ethics requirements
CISI CPD resources
Virtual CPD Events Programme - watch live webcasts, wherever you are
CPD opportunities with the CISI
Professional Refresher - Over 200 elearning modules
The Review
- Members' online magazine
CISI TV - Watch events on demand
Regulatory requirements
MiFID II guidance
Insurance Distribution Directive (IDD) guidance
Pensions Transfer Advice
External CPD resources
Externally recognised activities and events not from the CISI
Virtual events
Virtual events
Virtual events
We know you value our event programme and with over 500 offered per year it is quite an undertaking to look at how we do this differently. We’ve moved as many as we can into our new virtual programme so we can continue to meet your CPD requirements and together increase our knowledge, build new skills and shine a spotlight on integrity and ethical behaviour. The good news is that content that might only have been available in one area of the world will now be accessible to any CISI member despite their location.
View events
Networking & events
View our virtual CPD programme
Professional Forums & Interest Groups
Financial Planning Forum
Masterclasses
Young Professionals' Network
Partner events
Event terms & conditions
Conferences
Paraplanner Conference - 19-20 May 2021
Financial Planning conference - 5-6 Oct 2021
Awards
Financial Planning Awards 2021
Integrity & ethics
Integrity & ethics
Integrity & ethics
The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour.
In each of these areas the CISI has developed products and services where the highest standards of integrity are embedded and regularly tested.
Find out more
Upholding professional standards
Promoting Professionalism
Code of Conduct
Bonus policy
Complaint Form & Procedure
Disciplinary Findings
IntegrityMatters product suite
IntegrityMatters
Interactive workshop
Speak Up
Professional Refresher
Annual Integrity Debate
Integrity at Work in Financial Services
Corporate Supporters
View our current Corporate Supporters
Schools, colleges & universities
Schools, colleges & universities
Schools, colleges & universities
We partner with Schools, Colleges and Universities to offer qualifications and career education for young people to learn about the financial services profession and gain an understanding of the diverse job roles and employment opportunities available within the profession.
Find out more
Get into finance
Schools and Colleges
Why work with the CISI?
Level 2 award
Level 3 certificate
Insight Events
Apprenticeships
Universities
Undergraduate
Postgraduate
CISI Educational Trust
What is the trust?
Educational Trust awards
Hoare Nairne Scholarship
#yourmoney
About us
About us
About us
The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centres globally.
We promote the highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behaviour.
Find out more
Study with us
Join us
About the CISI
Who we are
Where we are
Contact us
Royal Charter
Corporate Supporters
Financial Planning Corporate Supporters
Accredited Financial Planning Firms
TM
Work at the CISI
Media
Press releases
Corporate governance
Report & accounts
Board of directors
CISI committees
Privacy policy, Terms and Conditions
Jobs
Jobs
MyCISI
MyCISI
MyCISI
MyCISI is a member-only portal, providing access to a wealth of resources, insight and information. Members can log in and access many of their benefits including CISI publications, Professional Refresher and CISI TV.
They can also review events going on in their local area and check and update their Continuing Professional Development (CPD) record.
Visit MyCISI
My Account
MyCISI homepage
Account details
Account activity
Communication preferences
Results preferences
My CPD
Access your CPD record
Completing your CPD
Auditing your CPD
Endorsed 3rd party CPD
My Benefits
CISI membership privileges
CISI TV
Professional Refresher
Members' online magazine
IntegrityMatters
My Events
Membership badges
Digital membership card
SMCR Toolkit
Mental Health toolkit
My Study
Revision Express
Before your exam
On the day
After your exam
CISI Website
/
CISI Financial Planning Mentoring Scheme Sign up Questionnaire (Mentee)
CISI Financial Planning Mentoring Scheme Sign up Questionnaire (Mentee)
Mentee Questions
Name:
Click to add
(?)
Membership number:
Click to add
(?)
Are you a member of the Financial Planning Forum?
Yes
No
Firm Name:
Click to add
(?)
Job Title:
Click to add
(?)
Email Address:
Click to add
(?)
Contact Number:
Click to add
(?)
Location:
What city/County are you based in:
Click to add
(?)
Please specify whether you are:
Embarking on the CFP pathway to become a CFP Professional
Currently working in or aspiring to be in the financial planning profession
Are you currently studying towards any CISI qualifications? E.g. Financial Planning and Advice, Level 6 - Advanced Financial Planning etc.
Click to add
(?)
What would you like to achieve over the next twelve months in terms of career progression and goals?
Click to add
(?)
How can a Financial Planning Mentor help you achieve your goals? Please list the specific areas in which you would like to develop with the help of a mentor. This information will be passed onto your mentor for discussion
Click to add
(?)
Close