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    The Skill of Wealth Management

    Our CPD offering for wealth managers is wide-ranging and will give you or your team the tools needed to stay up to date.

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  • Changing lives

    The Financial Planning Annual Conference 2018

    1-2 October at the Hilton Birmingham Metropole

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    Are you aware of the biggest shake-up of data protection law in a generation?
    Learn more about GDPR with our Professional Refresher elearning module


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    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.

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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.

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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.

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Over 45,000 Members in 104 countries
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News, insight & analysis

  • wrong-right700

    Numbers and ethics

    Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning, analyses some interesting points from our recent pensions survey
    Read more
  • Untitled-2

    Keegan kicks off at the CISI Jersey branch annual dinner 2018

    Kevin Keegan OBE, former England football captain and manager, shared some memorable anecdotes with the crowd at the event, held on 9 March 2018 at The Royal Yacht Hotel

    Read more
  • rofm700

    Review of Financial Markets: Q1 2018

    The Q1 2018 edition of RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis on sustainable investment, market crises and quantitative ethnography
    Read more
  • whistleblower700

    Does whistleblowing have to end badly?

    Despite international regulators’ best efforts to encourage whistleblowing, there seems a sad inevitability about the outcome for company and employee. Rebecca Aston, CISI head of professional standards, asks whether speaking up will always end badly for the whistleblower
    Read more

View the Review View the Investment Management Review

CISI Quick Survey

The FTSE100 finished 29 March 2018 at 7,056 points. What do you believe the FTSE100 will close at on 29 March 2019 which is the day the UK is scheduled to leave the EU?

 

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