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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.

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Over 45,000 Members in over 100 countries
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News, insight & analysis

  • share ideas c-19700

    The three psychological phases of dealing with a crisis

    Dan Atkinson APP Chartered MCSI, chair of CISI Paraplanner Interest Group and head of technical at Paradigm Norton, looks at three psychological phases of dealing with a crisis and why we need to be proactive and plan our transition into a better ‘normal’
    Read more
  • career-development_700

    How to ace a virtual job interview

    Making sure you have a distraction-free background and testing technology are crucial elements of a successful virtual interview
    by Bethan Rees

    Read more
  • Ask the experts Richard_700

    Ask the experts: CASS audit standards

    Richard Andrews ACSI, financial services partner at KPMG, outlines the key elements of a CASS audit, how revisions to the standard will affect the firms that come under its scope and what these firms can do to ensure a smooth audit
    Read more
  • personal-tax_700

    Taxing times

    Even before the Covid-19 crisis, the personal tax landscape was facing an overhaul. Now, that's almost guaranteed. Financial planners have a challenge and an opportunity ahead of them
    by Paul Bryant

    Read more

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