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Qualifications & Assessments
Qualifications & Assessments
Studying with the CISI
Our qualifications for operations, compliance & risk, capital markets & corporate finance, financial planning, Islamic finance and wealth management will equip you with the practical knowledge you need to do your job.
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Capital Markets & Corporate Finance
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Professional Assessments
Corporate Cyber Security
The Practice of Financial Planning
Sustainable and Responsible Investment
Vulnerable Customers
Pakistan Anti-Money Laundering/Counter-Terrorism Financing
Certificate in Ethical Artificial Intelligence
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Financial services specialists
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Membership & SPS
Membership & SPS
Why join the CISI?
As a member of a Chartered professional body you will benefit from an enhanced status in the financial services profession globally.
You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level.
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Membership benefits
Grades of membership
Individual Charter
Chartered Wealth Manager
CISI Chartered Firm™
CERTIFIED FINANCIAL PLANNER
TM
Certificate of professionalism
How to join
New member applications
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Rules & regulations
Full membership rules & regulations
CPD requirements
Integrity requirements
Disciplinary Process
Member directory
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MyCISI Member App
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SPS
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Non-FCA jurisdictions
RDR background information
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CPD
CPD
Continuing Professional Development
Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession.
At the CISI, we are committed to providing all members with the tools needed to comply with the regulator's rules.
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CPD with the CISI
What does it mean for me?
CISI Learning Platform
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CPD opportunities with the CISI
How to meet your ethics requirements
Trending topics
Green, Sustainable & Responsible Finance
Financial Planning
Navigating the world of Fintech
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Wealth Management
CISI CPD resources
CPD Events Programme - watch live webcasts, wherever you are
Professional Refresher - Over 200 elearning modules
The Review
- Members' online magazine
CISI TV - Watch events on demand
Professional Assessment - Corporate Cyber Security
Professional Assessment - Sustainable and Responsible Investment
Professional Assessment - Vulnerable Customers
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Regulatory requirements
MiFID II guidance
Insurance Distribution Directive (IDD) guidance
Pensions Transfer Advice
Events
Events
Events programme
We know you value our event programme and with over 500 offered per year it is quite an undertaking to look at how we do this differently. We’ve moved as many as we can into our new virtual programme so we can continue to meet your CPD requirements and together increase our knowledge, build new skills and shine a spotlight on integrity and ethical behaviour. The good news is that content that might only have been available in one area of the world will now be accessible to any CISI member despite their location.
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Networking & events
View all our events
Professional Forums & Interest Groups
Financial Planning Forum
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Conferences
The Financial Planning Conference 2024
The Financial Planning Awards 2024
The Paraplanner Conference 2024
External CPD resources
Externally recognised activities and events
Integrity & ethics
Integrity & ethics
Integrity & ethics
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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Upholding professional standards
Promoting Professionalism
Code of Conduct
Bonus policy
Complaint Form & Procedure
Disciplinary Process
Disciplinary Findings
IntegrityMatters product suite
IntegrityMatters
Integrity at Work - Interactive Workshop
Speak Up
Professional Refresher
Annual Integrity Event
Integrity at Work in Financial Services - publications
Corporate Supporters
View our current Corporate Supporters
Schools, colleges & universities
Schools, colleges & universities
Schools, colleges & universities
We partner with Schools, Colleges and Universities to offer qualifications and career education for young people to learn about the financial services profession and gain an understanding of the diverse job roles and employment opportunities available within the profession.
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Schools and Colleges
Why work with the CISI?
Level 2 award
Universities
Undergraduate
Postgraduate
Careers in Finance
Find out about the different careers in finance
CISI Educational Trust
What is the trust?
Educational Trust awards
Hoare Nairne Scholarship
About us
About us
About us
The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centres globally.
We promote the highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behaviour.
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TM
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MyCISI
MyCISI
MyCISI
MyCISI is a member-only portal, providing access to a wealth of resources, insight and information. Members can log in and access many of their benefits including CISI publications, Professional Refresher and CISI TV.
They can also review events going on in their local area and check and update their Continuing Professional Development (CPD) record.
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CPD & Learning
Learning Platform
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CISI TV
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The Review
- Members' online magazine
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Completing your CPD
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Professional Assessments
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Press release
Alliance agrees UK-Singapore partnership on financial services
By Lora Benson | Jun 13, 2019
Click
here
for Chartered Body Alliance statement on this partnership
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