In-House CPD

Benefit from our intensive CPD courses delivered in-house at your chosen location and time.

CPD training courses delivered at your office

The CISI can deliver in-house CPD training to your staff to meet your firm’s learning and development requirements. Our in-house half day or full day financial services courses provide your firm with a cost effective and time efficient training solution. Benefit from experienced tutors who have in-depth knowledge in wealth management, risk, compliance, capital markets, operations & IT and ethics. CPD courses cover all the latest regulatory requirements and hot-topic subjects including:

  • AML Obligations
  • Behavioural Economics
  • Conduct Risk
  • Corporate Governance & Leadership
  • Cybercrime
  • Client Assets and Client Money (CASS)
  • Foreign Account Tax Compliance Act (FATCA)
  • Pension Reform
  • Preparing for Regulatory Visits
  • MiFID
  • Suitability and Appropriateness
  • Structured Products
  • Technical Analysis for Wealth Managers

Benefits of in-house CPD training

  • A wide range of courses, catering to all firm sizes, from introductory level through to advanced courses
  • Cost effective and time efficient - schedule courses around your firm's workday at a time convenient to you, minimise travelling time and save on travel costs
  • Designed to your specific training needs to enhance your firm’s competitive advantage
  • Tailor the content of courses to your colleagues' training requirements or choose from an existing 'off the shelf course
  • Enhance your employees' knowledge and performance
  • Meet ongoing regulatory requirements

Please note, the CISI does not offer training for its examinations, these are offered by our Accredited Training Partners

Find out more

Full-day courses start from £2,500. To find out more information about our in-house CPD programme, please contact:

Alex Xavier
Assistant Director, Member Services
+44 20 7645 0725

Have you considered our other opportunities?


To access the full range of CPD opportunities, your staff can become members of the CISI. This ensures that they have access to all our online resources, including Professional Refresher, CISI TV, and our digital publications, as well as hundreds of free-to-member CPD events.

The CPD undertaken through the CISI – online or at events – will all automatically be added to each staff member's personal CPD record, meaning they have evidence of the efforts that they are making. This record can also be topped up manually, where staff can add any other CPD they undertake.

Find out more about membership

Professional Refresher

Your staff can update themselves on specific professional topics through online learning modules, Professional Refresher. There are over 70 of these, and they are available online – so colleagues can access them at a time and place that is convenient to them.

They cover topics ranging from major pieces of regulation, such as FATCA and MIFID II, to more general topics such as financial promotions and Islamic banking, and give your staff the opportunity to update themselves on subjects relevant to them.

Professional Refreshers are available to purchase individually or as part of a tailored package. Contact us to discuss a suitable option for your staff.

Learn more about Professional Refresher Contact us