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  • Welcome to the CISI

    The Professional Body of Choice for the Financial Services Profession

    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.

    Find out more about CISI membership

  • Professional Refresher

    Your online training tool

    Financial services regulation has expanded at an astounding rate since the 2008 global financial crisis, as has the cost of regulatory compliance. What was once a negligible expense has become a material component of regulated firms’ annual spending, hence the emergence of Regtech. The module provides an introduction for those who have an interest in, but limited knowledge of, Regtech.

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Over 45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

  • retirement planning700

    Retirement planning – far more than number crunching

    How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research

    Read more
  • forex_700

    The value of foreign exchange

    Foreign exchange is a signifier of a country’s wellbeing and can reflect nervousness in economies
    by Paul Golden

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  • iStock-865443476_700

    Ask the experts: DAC 6

    DAC 6 is a tax transparency measure that will require certain cross-border tax arrangements to be reported to the tax authorities. Catherine Robins, partner at Pinsent Masons, explains how firms should be preparing for this and what challenges they might face
    by Bethan Rees

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  • self-management_700

    How to self-manage

    Taking responsibility for yourself and forward planning are important skills that can benefit any business
    by Bethan Rees

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