10 days of Diwali Giveaways
Be in for a chance to win an exclusive feature article in the CISI membership magazine "The Review" and an Amazon voucher
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
Regtech 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.
Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the profession, or you’re looking to specialise in a chosen discipline.
CISI membership is a compelling marker of professionalism in the financial services sector. Joining us shows colleagues, clients and the wider professional sphere that you are committed to the highest standards of knowledge, skills and behaviour.
Log in to MyCISI, your personal online portal, to access your membership benefits, check exam information and results, keep track of your CPD record, view your local CISI branch, update your details and more.
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
Foreign exchange is a signifier of a country’s wellbeing and can reflect nervousness in economies by Paul Golden
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
Taking responsibility for yourself and forward planning are important skills that can benefit any business by Bethan Rees
View the Review
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