Endorsed CPD

All the Endorsed CPD Activities in this section are offered by organisations that work closely with CISI and share our belief in the importance of Continuing Professional Development. Whether events or publications, you can be confident that they have clear outcomes and learning content, enabling you to focus on whether they fit with your identified CPD needs.

ENDORSED CPD EVENTS AND WEBCASTS

  • Thursday 23 May 2019

    Spring Retirement Seminar

    Thursday 23 May 2019

    Discount Code: CISIMR2019

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  • Various Dates | Various Locations

    Financial Adviser Training

    Various Dates | Various Locations

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  • Wednesday 27 March 2019

    TISA: Essentials of CASS for custody assets

    Wednesday 27 March 2019

    Discount Code: CISIMR2019

    More information
  • Various Dates

    CII Equity Release Exam Workshop Registration Form

    Various Dates

    More information
  • Various Dates

    AIC Learning Zone

    Various Dates

    More information
  • February 2019 - Edinburgh
    March 2019 - London

    A Practical History of Financial Markets

    February 2019

    March 2019

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  • DATE TBD

    Power of Attorney Key Facts

    DATE TBD

    Discount Code: CISIMR2019

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  • Various Dates

    The Essentials of Client Money

    Various Dates

    Discount Code: CISIMR2019

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  • Various Dates

    Recs & Checks - Client Money and Custody Asset Reconciliations and Record Checks

    Various Dates

    Discount Code: CISIMR2019

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  • 13 June 2019

    Lifetime ISA

    13 June 2019

    Discount Code: CISIMR2019

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  • DATE TBD

    Junior ISA Key Facts

    DATE TBD

    Discount Code: CISIMR2019

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  • DATE TBD

    ISA Transfers Workshop

    DATE TBD

    Discount Code: CISIMR2019

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  • DATE TBD

    ISA Repairs & Voids Workshop

    DATE TBD

    Discount Code: CISIMR2019

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  • DATE TBD

    ISA Applications Workshop

    DATE TBD

    Discount Code: CISIMR2019

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  • 2 May 2019

    Innovative Finance ISA Key Facts

    2 May 2019

    Discount Code: CISIMR2019

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  • 24 April 2019

    CASS - Seeing through Client Money Reconciliations

    24 April 2019

    Discount Code: CISIMR2019

    More information
  • Various Dates

    TISA ISA Applications Workshop

    Various Dates

    Discount Code: CISIMR2019

    More information
  • Various Dates

    TISA Lifetime ISA Workshop

    Various Dates

    Discount Code: CISIMR2019

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  • Various Dates

    TISA ISA Qualifying Investments Workshop

    Various Dates

    Discount Code: CISIMR2019

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  • Various Dates

    Jupiter Merlin Portfolios Roadshow 2019

    Various Dates

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  • Various Dates

    Treating Customers Fairly - MI & Governance

    Various Dates - London

    Discount Code: CISIMR2018

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  • Various Dates

    Treating Customers Fairly - MI & Governance

    Various Dates - Edinburgh

    Discount Code: CISIMR2018

    More information
  • Various Dates

    Multi-Manager Forum

    Various Dates

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ENDORSED CPD RESOURCES