• Professional Refresher

    Your online training tool

    Regulatory Update – December 2018
    This module provides a briefing on recent regulatory changes for those working for UK-regulated firms, particularly senior managers and compliance professionals. It is divided into two parts – general regulatory changes and sector changes – and offers a short overview of recent key developments.


    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

  • insurance-europe_700

    Ask the experts: Insurance Distribution Directive

    The Insurance Distribution Directive (IDD) introduces a pan-European regime that harmonises regulation of insurance distribution activities across the single market, to improve consumer protection standards and promote a single market for insurance sales. While these obligations are not entirely new to UK firms, the IDD is much more prescriptive. Bovill’s Umar Mohamad explains
    Read more
  • firstimpressions_700

    How to make a good first impression

    There’s nothing worse than getting off on the wrong foot with colleagues when starting a new job. Luckily, there are a few simple steps you can take to avoid this
    by Adelina Adjei
    Read more
  • XXXX_700

    In the news: Gloomy start to 2019 trading

    Investors are warned to brace themselves for a bumpy ride as global stock markets get off to a shaky New Year start
    by Eila Madden
    Read more
  • digital-puzzle_700

    The opportunities and threats of digitalisation

    Digitalisation can benefit a financial services firm, but what should businesses considering investing in more digital approaches be wary of? 
    by Paul Bryant 
    Read more

Quick survey

UK Government’s proposal for a new Pensions Dashboard - feasibility report and consultation
Are you aware of the UK Government's proposals to launch a Pensions Dashboard during 2019?
The government proposes that there should be a single pension finder service available initially. Do you agree that this is the best approach?
It is proposed that firms should be compelled by law to supply the data necessary to seed the dashboard. Do you support this proposal?
Would you support the introduction of alternative dashboards offered on a commercial basis once the initial dashboard has been successfully established?

Your local office

Chartered Institute for Securities & Investment
20 Fenchurch street
London
EC3M 3BY

+44 20 7645 0600
customersupport@cisi.org