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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.
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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.
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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.
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Networking & events
Networking & events
The CISI offers an extensive programme of CPD and networking events in London, regionally and internationally. These events keep you up to date with the latest insights and developments in the financial services profession, enable you to benchmark your processes with peers and network with members.
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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.
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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.
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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.
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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.
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CISI Financial Planning Mentoring Scheme Sign up Questionnaire (Mentee)
CISI Financial Planning Mentoring Scheme Sign up Questionnaire (Mentee)
Mentee Questions
Name:
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Membership number:
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Are you a member of the Financial Planning Forum?
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Firm Name:
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Email Address:
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Contact preference:
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Please list the top five expectations you have of the CISI Financial Planning Mentoring Scheme. This information will be passed onto your mentor for discussion at the initial online meeting (e.g. discover new ideas, reflect on your own experiences etc)
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What would you like to achieve from the CISI Financial Planning Mentoring Scheme? (e.g. career progression, obtain CFP™ designation)
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How often do you hope to communicate with your mentor?
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