Global qualifications and membership for #YourCompetitiveEdge in financial services
We offer globally-recognised qualifications for financial services professionals. We promise to bring our students accessible and varied ways to learn - wherever they are, and however they prefer to study.
It is important to be a professional in the current climate, because knowledge and integrity are vital to do the role that we do. My clients expect me to be the best adviser and professional that I can be. That’s why my CISI qualifications and membership are very important. Without them I would not be able to do my job and progress in my career. People should sign up for CISI membership and study because it opens up many opportunities.

Katie Presland, Chartered FCSI
Investment Manager, Charles Stanley & Co
Watch Katie's full interview

The CISI believes professionalism is based on three core elements


Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the professional sector, or you’re looking to specialise in a chosen discipline. CISI exams are taken in over 80 countries and offer flexibility to suit your job requirements. You can build a broad portfolio of exams by adding additional job-related technical units to your qualification, substituting our regulatory exams with one specific to your local market and deciding how many units you wish to study at one time.

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Continuing Professional Development (CPD) and ongoing learning enables you to maintain competence through a professional body membership. It’s the process of learning and developing your knowledge and skills whilst you work. This shows colleagues, clients and the regulator that you are committed to upholding your competence. At the CISI we offer you a wealth of opportunities to develop your expertise through online resources, events and publications, and document your progress.

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Professionals within financial services owe important duties to their clients, the market, the professional sector and society. Where these duties are set out in law or regulation, the professional should comply with the requirements in both letter and spirit. Uphold the highest standards of integrity by signing up to a professional body's code of conduct. The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. In each of these areas the CISI has developed products and services where the highest standards of integrity are embedded and regularly tested.

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Being a CISI member has helped me to maintain a high level of professionalism. It has provided me with the tools to deliver financial analysis projects to high standards. Now I have the confidence to discuss solutions with government representatives, high-net-worth clients, and investment banks around the world.

Dr Joe Appiah-Kusi, FCSI
Director, London City Accountants

How we can help you to BE A PROFESSIONAL

Stand out

  • Designatory
    Designatory letters
    Through the various grades of membership, you can gain designatory letters. These, added to your CV, business cards or LinkedIn profile, indicate your knowledge of, and experience within, the financial services profession.
  • Professional
    Professional community
    Join thousands of professionals who are demonstrating their competitive edge to employers, customers and peers alike. Share best practice, network and be inspired.
  • Internationally
    Internationly recognised
    As a member of a Chartered professional body you will benefit from an enhanced status in the financial services sector globally. You will become a part of an organisation which holds the respect of governments and firms around the world.

Learn & Develop

  • Qualifications
    Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the professional sector, or you’re looking to specialise in a chosen discipline.

    Find out more
  • CPD Scheme
    CPD Scheme
    Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. We know just how important CPD is, which is why all CISI members, excluding student members, are required meet our mandatory CPD requirements.

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  • Online
    Professional Refresher
    Professional Refresher is a first-class online training solution that consists of over 150 modules to help you remain up to date with the latest developments, maintain regulatory compliance and demonstrate continuing learning.

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    If you can’t make it to an event you can catch up on CISI TV where a selection of our most popular CPD events are available to watch online, anywhere, anytime. CISI TV is available on computers, tablets and smartphones and records CPD for you automatically.
  • The Review
    The Review
    The Review provides an overview of the latest trends and changes affecting financial services, giving members insight and expert opinion on the major issues.

    View The Review
  • Mental health
    Mental Health portal
    Our mental health portal offers resources, information and recommends trustworthy organisations and is your all-inclusive guide to bettering yourself and your career. We believe a healthy mind works best, helping you along the way to reach your full potential.

    Visit the portal

Events & Networking

  • CPD Events
    CPD Events
    The CISI offers an extensive programme of CPD and networking events to keep you up to date with the latest insights and developments in the financial services profession, enable you to benchmark your processes with peers and network with members.

    View our events calendar
  • Networking
    Networking events
    CISI members have extensive opportunities to make connections and share knowledge. Through membership of the CISI professionals can access an international network of 45,000 financial practitioners through various social and networking events.

    View upcoming events
  • Masterclasses
    These masterclasses provide an intimate networking and learning environment for our most senior members. Earn an individual charter and you get access to exclusive masterclasses which provide an intimate learning for higher level members.

    Upcoming masterclasses
  • Professional
    Professional Forums
    As a CISI member you are welcome to join our nine free Professional Forums as well as two Interest Groups. The events are conducted under the Chatham House Rule and provide the opportunity to network with like-minded professionals.

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  • Annual
    Annual Dinners
    The evening, open to members and non-members, provides a fantastic opportunity to connect with senior leaders from across the sector, as well as networking with colleagues and clients.
In 2012 I sat the Private Client Investment Advice & Management exam. It was hard, a lot of work, but it was totally worth it. I still feel the impact of it today, I talk about it to my colleagues and I feel it is my selling point when I talk to my employer. Whoever is going to hire you will look at your CISI qualifications - sometimes even more than your University degree.

Zeena Farouk MCSI
Associate Director, National Bank of Kuwait
Watch Zeena's full interview