How to become a Chartered Member or Chartered Fellow
For more information please read the Chartership FAQs or refer to
the table below to check if
you are eligible
Level 3 CISI and Non-CISI
Level 4/5 CISI
Level 4/5 (Non-CISI)
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 CISI
Level 6/7 (non-CISI)
Chartered Member of a relevant non-CISI
Body*
5 as an Associate
4 as an Associate
5 as an Associate
1 as an Associate
1 as a Member
1 as a Member
1 as a Member
1 as a Member
1 with the relevant non-CISI body
+2 as a CISI Member or Chartered
Member
+3 as a Chartered Member of a
relevant Body*
+1 as a CISI Member or
Chartered
Member
+2 as a Chartered Member of a
relevant Body*
* Your CPD must have been logged in the consecutive years immediately preceding
your CISI
membership. You will need to provide written confirmation of your relevant
membership history with
the relevant Chartered Body, this should be included with your application. For the accepted
relevant bodies, please see the Chartered Membership via another
Chartered
body FAQs.
How to Apply
- Complete the application form (new members should use the form here)
- Return it to applications@cisi.org
or
address: Customer Support Centre, Chartered Institute
for Securities & Investment,
20 Fenchurch Street, London EC3M 3BY
- Your application will be assessed and you will be notified
of the outcome. This may take
up to 15 working days. If you have not received a
response or if you have any other
queries regarding Chartership, please contact
us.
Application and upgrade Fees
| Current Grade of
Membership | Grade of
Chartership
|
Application and upgrade cost from 1 April
2023 |
| Associate | Chartered Member |
£125.00 |
| Member | Chartered Member |
£55.00 |
| Member | Chartered Fellow |
£80.00 |
| Chartered Member | Chartered Fellow |
£80.00 |
| Chartered Member of another Chartered Body* | Chartered Member |
£55.00 |
| Fellow | Chartered Fellow |
£55.00 |
*Your CPD must have been logged in the consecutive years immediately preceding your CISI
membership. You will need to provide written confirmation of your relevant membership
history with the relevant Chartered Body, this should be included with your application. For the
accepted relevant bodies, please see the Chartered Membership via another
Chartered
body FAQs.
How to become a Chartered Fellow (Financial Planning)
Chartered Fellow (Financial Planning) is a membership grade awarded by the CISI to
individuals
who are
committed to maintaining high standards within the financial planning profession.
By becoming a Chartered Fellow (Financial Planning), you join a global community of
experienced,
qualified and excellent financial planners. The designation associated with this membership grade can be
showcased on
your online profiles such as on
LinkedIn, in your email footer, or on a business card, helping you stand out and demonstrate your high level of
competence to your clients and colleagues.
To apply you will need to meet the below eligibility
criteria and
then complete the Chartered Fellow (Financial Planning) form.
Please read the FAQs and, if you have any unanswered questions please email
customersupport@cisi.org for further information.
Eligibility criteria
The CISI is pleased to offer this membership grade to all eligible CERTIFIED FINANCIAL PLANNER™ professionals. If you have passed the Level 7 Diploma in Advanced Financial Planning, all you need to do is meet the below CPD criteria.
Successfully completed 1 year CPD as a full CISI Member
2 years of CPD successfully completed as a full CISI Member or CISI Chartered Member
Or
1 year of CPD successfully completed as a full CISI Member or CISI Chartered Member and 2 years of CPD as a Chartered Member of a relevant Chartered Body*
Or
3 years of CPD as a Chartered Member of a relevant Chartered Body*
*Please note, CPD must have been logged consecutively in the years immediately preceding your CISI membership.
You will not be eligible to apply if you have not successfully logged 35 hours CPD from your most recent CPD year.
You will need to provide written confirmation of your relevant membership history with the relevant Chartered Body, this should be included with your application.
There is a £55 application fee plus the difference in your annual membership fees from your current grade of membership. If you are currently a
Chartered Fellow, there will be no fees incurred.
If you do not currently hold the CFP™ Certification, you can start your journey here.
Frequently Asked Questions
Please download and read the FAQs below, and if you still aren't too sure, or have any questions please contact us customersupport@cisi.org.
Frequently Asked Questions