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"The scientists have done their job, now it's time for financial services to do ours"
George Littlejohn, Chartered MCSI
a COP26 special
As the leading body for financial services professionals, you can see our wealth of insightful sustainable and responsible finance learning materials for those working in and interested in financial services.

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Online learning
Our cutting-edge elearning tool, Professional Refresher, is designed to refresh or develop your knowledge on a variety of topics, all achievable during your lunch break or commute.
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
Build new skills and shine a spotlight ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.
Qualifications & Assessments
Essential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.
  • Navigating the world of Fintech

    Fintech has transformed the financial landscape in recent years, dramatically changing the way consumers access and use services and products. The breadth of fintech solutions only continues to grow.

    Find out what we offer
  • Thinking of joining the CISI as a member?

    We have a first-class CPD programme, automatic CPD logging, quick CPD importing tools, and more

    Apply today Not sure? Find out more
  • Show your credentials!

    Display your achievements as a CISI member and differentiate yourself from your peers

    Download your member badge
  • The Practice of Financial Planning

    Route to CERTIFIED FINANCIAL PLANNER™ certification
    for CII Chartered Financial Planners

    Our new pathway has been specifically designed to offer holders of the CII Advanced Diploma in Financial Planning and CII Chartered Financial Planners a streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™ professional, without the constraints of a formal examination.

    Find out more
  • Corporate Cyber Security

    Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

    Learn more
  • 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. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.

45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

  • cybercrime700x385

    How important is safety to you?

    Feb 1, 2023

    Our Professional Refresher on Cybercrime gives you the keys to keeping your online information safe and secure
    by Lauren Johnson, CISI copywriter

    Read more
  • Compliance-Ethics_700

    Creating an ethical culture

    Jan 31, 2023

    You don’t create an ethical culture within an organisation by imposing rules – but leading by example
    by Peter Taylor-Whiffen

    Read more
  • Manchester dinner and awards 22-700

    Manchester annual dinner and awards night

    Jan 30, 2023
    The event on 20 October 2022 celebrated the achievements of our members while raising funds for charity
    by Lauren Johnson, CISI copywriter
    Read more
  • transfer authorised700

    Grey matters ethical dilemma: Transfer authorised

    Jan 27, 2023
    This dilemma, updated for 2023, was originally published in the June 2012 edition of The Review as ‘Bonus points’. It incorporates the themes of conflict of interest, respecting others, and speaking up
    Read more
  • Philippa 700

    An ethical expedition

    Jan 27, 2023

    Philippa Foster-Back CBE OBE FCSI(Hon) was awarded a CISI honorary fellowship in September 2021 for her outstanding positive contribution to the financial services sector
    by Lora Benson MCIPR, CISI head of media

    Read more
  • Artificial-Intelligence_700x385

    In the news: AI chatbots

    Jan 26, 2023
    With artificial intelligence in the headlines, attention is turning to the implications for the financial services sector
    by Sophie Mackenzie
    Read more

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Chartered Institute for Securities & Investment
20 Fenchurch street

+44 20 7645 0777