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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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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.
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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.
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CPD with the CISI
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Professional Refresher - Over 150 elearning modules
The Review
- Members' online magazine
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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.
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Paraplanner conference 2020
Financial Planning conference 2020
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.
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Speak Up
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Integrity at Work in Financial Services
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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.
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#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.
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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.
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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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Job Title:
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Email Address:
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Contact Number:
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Location:
What city/County are you based in:
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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.
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What would you like to achieve over the next twelve months in terms of career progression and goals?
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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
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