Financial Services Specialists

Would you like to shape the future of financial services and contribute to the development of CISI qualifications?

The assistance of financial services specialists in developing and maintaining CISI qualifications is vital. Our reputation as a professional body rests on these qualifications and it is financial services specialists who enable us to ensure that they remain relevant, focused and practitioner-led.

Volunteering with the CISI is very rewarding, providing a chance to share your knowledge and experience with other financial services practitioners.

Currently we have over 300 specialists who work closely with the Institute, sitting on subject panels, devising exam questions and developing learning materials. But we always need more help!

If you have relevant experience, an financial services qualification and a desire to broaden your skills portfolio why not join us?


Want more information?

If you are interested, or want more information, please contact:

Iain Worman
External Specialist Executive
+44 20 7645 0609

"Being a question writer for the CISI, enables me to contribute to the work of the Institute. It is an opportunity to give something back, having received so much from others."

Paul Bhanji, Chartered MCSI, CISI exam panel member and question writer

If you have the time and feel you could assist us with the development and maintenance of any of our exams or workbooks, we would love to hear from you.

Our specialists usually have:

  • relevant experience, at an appropriate level
  • familiarity with subject syllabus
  • relevant CISI, or equivalent, qualification
  • knowledge of the job roles undertaken in the subject area


  • Enhance your career
  • Increase your employability
  • Raise your profile
  • Contribute to your profession
  • Improve your interpersonal skills
  • Develop an exciting network of new contacts
  • Learn from others
  • Receive generous discounts on CISI products and services
  • Earn CPD hours
  • Be invited to our financial services specialists' annual event

Annual Financial Services Specialists' Event

Each year, the CISI organises an annual event to thank all financial services specialists for their help and ongoing support. We also invite potential specialists to give them the opportunity to find out more and how to get involved. This is an excellent networking opportunity

Exam Panels

  • Attend, on average, two meetings in London each year, each lasting approximately two hours
  • Offer advice and guidance on any changes to current practice
  • Develop/review/update subject syllabus
  • Agree exam content, ensuring its accuracy and relevance

Question Writing/Editing

New and challenging questions are continually required by the CISI in order to maintain the quality of its exams and learning material. Can you help?

  • Use your skills and sector knowledge to write questions, at times that suit you and at your own pace
  • Attend a half-day training course to learn to write exam-standard questions
  • Earn £20 per accepted question

Workbook Authoring

Experienced freelance authors with finance experience and who have published work in their area of specialism are sought.

Responsibilities include:

  • Updating workbooks in line with new syllabuses and any sector developments
  • Ensuring that the syllabus is fully covered
 Workbook Author - Terms of reference

Workbook Reviewers

Individuals with a high-level knowledge of the area are sought.

Responsibilities include:

  • Highlighting any inconsistencies against the syllabus
  • Assessing the author's interpretation of the workbook
 Workbook Reviewer - Terms of reference

Workbook Technical Reviewers

Technical reviewers provide a detailed review of the workbook and bring the review comments to the panel.

Responsibilities include:

  • Cross-checking the workbook against the syllabus
  • Ensuring sufficient coverage of each learning objective
 Technical Reviewer - Terms of reference

Workbook Proofreaders

Proofreaders are needed to proof workbooks both grammatically and also in terms of the format and layout.

Responsibilities include:

  • Checking for spelling and grammar mistakes
  • Checking for formatting inconsistencies
 Workbook Proofreader - Terms of reference


Want more information?

If you are interested, or want more information, please contact:

Iain Worman
External Specialist Executive
+44 20 7645 0609