• What is MiFID II

    and how will it affect you or your firm?

    The CISI looks forward to supporting regulators, members, firms and the wider public (across Europe and outside of the UK) in the delivery of these new standards.

    View our guidance


    Do you want to give advice on pension transfers? - We have launched the new Level 6 Pension Transfers & Planning Advice qualification

    Find out more
  • Professional Refresher

    Your online training tool

    Test your knowledge on over 100 professional topics and earn CPD

    General Data Protection Regulation (GDPR)
    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

    Find out more Members login here
  • 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

Over 45,000 Members in 104 countries
Over 40,000 Exams taken in 80 countries

News, insight & analysis

  • cisi-budget_700

    Breaking down the Budget

    Seven announcements from the Budget that will affect financial planners
    by Tony Wickenden, joint managing director, Technical Connection
    Read more
  • wotw_bitcoin_700

    Word on the web: Taxing bitcoin

    The soaring value of bitcoin has left legislators grappling with the question of how to tax cryptocurrencies 
    by Jake Matthews
    Read more
  • suitability700

    Change: Suitability, shared clients and responsibility

    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, stresses the importance of good communication, between DFMs, advisers and clients
    Read more
  • stella_700

    Leading the charge

    Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
    by Eila Madden
    Read more

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Chartered Institute for Securities & Investment
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+44 20 7645 0600