Skip To The Main Content
 
sign in left image
Sign in Register Shop
sign in right image
  • Sign in
  • Register Shop
  • 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.

      Find out more

      Already studying?


      Book your exam Access MyStudy View your results




      • Getting started
      • View all our qualifications
      • Which qualification is right for me?
      • Qualification pathways
      • Capital Markets & Corporate Finance
      • Compliance & Risk
      • Financial Planning
      • Islamic Finance
      • Operations
      • Wealth Management
      • Green, Sustainable & Responsible Finance
      • 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
      • Login to access your Professional Assessments
      • Study support
      • What resources we offer
      • Revision Express
      • Candidate Update
      • Accredited Training Partners
      • Reasonable Adjustments
      • Next steps
      • Book your exam
      • Buy your learning materials
      • Price list | Exam dates
      • Test centres | Remote exams
      • Exemptions
      • View your results
      • Policies & procedures
      • View all qualification policies
      • Results & performance reviews
      • Certificates
      • Feedback and complaints
      • English language requirements
      • Financial services specialists
      • Find out how you can contribute
  • 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.

      Join now Become Chartered
      Member directory

      • Getting started
      • Thinking of joining the CISI?
      • Membership benefits
      • Grades of membership
      • Individual Charter
      • Chartered Wealth Manager
      • CISI Chartered Firm™
      • CERTIFIED FINANCIAL PLANNER TM
      • How to join
      • New member applications
      • Membership fees
      • Other application forms
      • Rules & regulations
      • Full membership rules & regulations
      • CPD requirements
      • Integrity requirements
      • Disciplinary Process
      • Member directory
      • Search and view CISI member profiles
      • Find a Financial Planner near you
      • MyCISI Member App
      • Download the app now NEW
      • SPS
      • Apply for an SPS
      • SPS register
      • Non-FCA jurisdictions
      • RDR background information
      • Gap-fill guidance
      • Firm Notifications
  • 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.

      Log in to view your CPD record
      • CPD with the CISI
      • What does it mean for me?
      • CISI Learning Platform NEW
      • CPD opportunities with the CISI
      • How to meet your ethics requirements
      • Trending topics
      • Green, Sustainable & Responsible Finance
      • Financial Planning
      • Navigating the world of Fintech NEW
      • 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
      • Download the MyCISI member app NEW
      • 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.

      View all upcoming events View your booked events


      • Networking & events
      • View all our events
      • Professional Forums & Interest Groups
      • Financial Planning Forum
      • Masterclasses
      • Young Professionals' Network
      • Partner events
      • View my booked events
      • Event terms & conditions
      • Conferences
      • The Financial Planning Conference 2025
      • Accredited Financial Planning Firms Conference 2025
      • 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.

      Find out more
      • 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.

      Find out more
      • 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.

      Find out more


      • About the CISI
      • Who we are
      • Where we are
      • Contact us
      • Feedback and complaints
      • Royal Charter
      • Corporate Supporters
      • Financial Planning Corporate Supporters
      • Accredited Financial Planning Firms TM
      • CISI Chartered Firm™
      • Volunteering at the CISI
      • Consultation Responses
      • Diversity, equity & inclusion
      • Careers
      • Work at the CISI
      • CISI Member Job Board
      • List your vacancies
      • Media
      • Press releases
      • Corporate governance
      • Report & accounts
      • Board of directors
      • CISI committees
      • Privacy policy, Terms and Conditions
  • 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.

      Visit MyCISI

      • Account details
      • MyCISI homepage
      • Account details
      • Account activity & Results
      • Communication preferences
      • Results preferences
      • CPD & Learning
      • Learning Platform NEW
      • CISI TV
      • Professional Refresher
      • Professional Assessments
      • The Review - Members' online magazine
      • Access your CPD record
      • Completing your CPD
      • Auditing your CPD
      • Endorsed 3rd party CPD
      • Member Benefits
      • Download the MyCISI member app
      • MyCISI Rewards NEW
      • IntegrityMatters
      • My Events
      • Membership badges
      • Digital membership card
      • SMCR Toolkit
      • Mental Health toolkit
      • CISI Mentoring Scheme
      • Exam study support
      • Revision Express
      • Before your exam
      • On the day
      • After your exam
      • Professional Assessments
  • Learning Platform Learning Platform
 
 

Annual Report and Accounts

Explore our past annual reports to see how we have successfully implemented our strategy.

List of accounts and reports.

pdfAnnual Report and Accounts 2023/2024
pdfStatutory Full Form Accounts 2023/2024
pdfAnnual Report and Accounts 2022/2023
pdfStatutory Full Form Accounts 2022/2023
pdfAnnual Report and Accounts 2021/2022
pdfStatutory Full Form Accounts 2021/2022
pdfAnnual Report and Accounts 2020/2021
pdfStatutory Full Form Accounts 2020/2021
pdfAnnual Report and Accounts 2019/2020
pdfStatutory Full Form Accounts 2019/2020
pdfAnnual Report and Accounts 2018/2019
pdfStatutory Full Form Accounts 2018/2019
pdfAnnual Report and Accounts 2017/2018
pdfStatutory Full Form Accounts 2017/2018
pdfAnnual Report and Accounts 2016/2017
pdfStatutory Full Form Accounts 2016/2017
pdfAnnual Report and Accounts 2015/2016
pdfStatutory Full Form Accounts 2015/2016
pdfAnnual Report and Accounts 2014/2015
pdfStatutory Full Form Accounts 2014/2015
pdfAnnual Report and Accounts 2013/2014
pdfStatutory Full Form Accounts 2013/2014
pdfAnnual Report and Accounts 2012/2013
pdfStatutory Full Form Accounts 2012/2013
pdfAnnual Report and Accounts 2011/2012
pdfStatutory Full Form Accounts 2011/2012
pdfAnnual Report and Accounts 2010/2011
pdfStatutory Full Form Accounts 2010/2011
pdfAnnual Report and Accounts 2009/2010
pdfStatutory Full Form Accounts 2009/2010
Study with us
Join us
Jobs
Member directory
Contact us
Press releases
Feedback
Contact us | Price list | Privacy policy | About us | Work with us | Complaints & Feedback | Press & Media
Copyright © Chartered Institute for Securities & Investment 2015. A charity registered in England and Wales (number 1132642) and Scotland (number SC040665) A company limited by guarantee and registered in England and Wales number RC000834.
CFPTM, CERTIFIED FINANCIAL PLANNERTM and CFP Logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
Chartered Body Alliance Logo PARN Logo PCI DSS Logo Mind Forward Alliance Logo
Back to the top of the page

We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our cookie policy.

Welcome to the CISI Learning Platform

We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual.

With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.

 Start learning
 
 Give me a guided tour
 
 FAQs

Help and support

Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.

 Take a guided tour of the learning platform
 
 View our FAQs