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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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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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Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession.
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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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The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour.
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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.
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CISI announces Financial Planning Week 2025 as an opportunity to give back
Nov 18, 2024
Two UK financial literacy charities receive grants totalling £145,000 from the CISI Future Foundation
Oct 31, 2024
Winners of CISI Financial Planning Awards 2024 revealed
Oct 15, 2024
Carly Dunningham steps up to Chair CISI Financial Planning Forum
Oct 14, 2024
Islamic Banking and Finance Institute Malaysia and CISI collaborate to enhance lifelong learning with globally recognised CPD and membership
Oct 14, 2024
CISI appoints Neil Atkinson Chartered FCSI as new Board member
Oct 10, 2024
CISI marks World Financial Planning Day 9 October, highlighting the value of Financial Planning
Sep 26, 2024
CISI joins Global Capacity Building Coalition supporting launch of new digital platform for finance climate action strategies
Sep 25, 2024
Servo Private Wealth achieves CISI Chartered Firm™ status
Sep 23, 2024
CISI Future Foundation September UK grant application window now open
Sep 16, 2024
AHR Dubai achieves CISI Chartered Firm™ status
Sep 10, 2024
FINSIA and CISI work together to enhance Australasian financial services sector’s ethical AI skills
Sep 08, 2024
Daniel Ogier-Keltie ACSI announced as Guernsey branch president
Aug 12, 2024
ZCAS University Lusaka achieves CISI accreditation to enhance skills for Zambian capital markets professionals
Jul 23, 2024
CISI and IFoA unite to boost actuaries’ ethical AI skills
Jul 22, 2024
Jamie Lang, Chartered FCSI announced as president of the Isle of Man branch committee
Jul 03, 2024
CISI and ACI FMA partnership renewal will enhance efforts to improve the culture of financial markets.
Jul 01, 2024
UK’s global fintech community on track for further integrity and ethics skills boost with Innovate Finance and CISI Certificate in Ethical AI partnership
Jun 19, 2024
Regulator recognised qualifications and learning opportunities for CAIA 13,000+ members with CISI strategic partnership
Jun 13, 2024
Université Paris Dauphine – PSL, London campus students gain a competitive edge with CISI accreditation of Paris Dauphine International as Education Partner
Jun 13, 2024
EFG Harris Allday achieves CISI Chartered Firm™ status
Jun 12, 2024
ACCA and CISI join forces to enhance accountants' ethical AI skills
Jun 10, 2024
100 Scots students on track for financial services careers insight day
May 29, 2024
APU Malaysia unlocking opportunities for finance graduates with CISI membership
May 20, 2024
CISI 2024 financial services global exam awards include first-time winners from Bermuda, Colombia, Côte d’Ivoire and Romania
May 03, 2024
Global Capacity Building Initiative Continues to Grow
May 02, 2024
CISI appoints Hannah Daniel, Chartered MCSI, as new president of the Yorkshire branch committee
Apr 23, 2024
New co-presidents appointed to CISI Scotland committee
Apr 22, 2024
CISI and EIMF set new benchmark in the investment fund sector with launch of the Cyprus Fund Administration Professional Assessment Certificate
Apr 16, 2024
The CISI and Evertreen partner to plant trees and build a sustainable future
Apr 15, 2024
CISI Chartered Firm™ status approved for Julius Baer
Apr 08, 2024
CISI Educational Trust 2024 Global Awards total £21,600
Apr 04, 2024
Plan 100 becomes 60th CISI Accredited Financial Planning Firm™
Apr 03, 2024
Qatar Financial Centre signs MOU with CISI to build talent within the finance profession
Mar 11, 2024
CISI and Tanzania’s Capital Markets and Securities Authority (CMSA) collaborate to introduce internationally recognised CPD
Mar 04, 2024
CISI Future Foundation awards first-ever international grant to Junior Achievement Ireland
Mar 04, 2024
CISI sponsors GAIN to improve financial sector gender diversity and develop talent pipeline of entry-level female and non-binary students
Feb 26, 2024
Tsitsi Mutiti Chartered FCSI of Charles Stanley Wealth Managers wins CISI Mentor of The Year
Feb 22, 2024
CISI launches mental health and addiction awareness e-learning modules
Jan 29, 2024
Six new Honorary Fellowships awarded by CISI
Jan 22, 2024
CISI approves GSB Capital Limited as first ever international firm to achieve CISI Chartered FirmTM status
Jan 11, 2024
UK research marking Financial Planning Week shows improved financial well-being is a stress reliever
Jan 11, 2024
Bankers from 10 ASEAN nations receive new CISI professional learning to help raise standards and enhance market integrity
Jan 08, 2024
Emma Black appointed as new president of CISI North East committee
Dec 14, 2023
CISI Baltic collaboration confirms boost for Latvian, Lithuanian and Estonian financial services professionals
Dec 06, 2023
Glenn Murphy ACSI announced as chair of CISI Wealth Management Forum Committee
Dec 05, 2023
CISI heralds the New Year with Financial Planning Week 2024
Dec 04, 2023
CISI appoints Chris Clark and Sushil Saluja as new members of the Board
Nov 30, 2023
Educational charity CISI launches ethical AI learning programme to help AI in financial services put transparency first
Nov 16, 2023
Seven UK financial literacy charities receive boost from CISI Future Foundation with grants totalling more than £465,000
Nov 09, 2023
Ethiopia boosts capital market in London landmark partnership signing with CISI and ECMA
Oct 12, 2023
Improved financial well-being key factor in alleviating stress across generations, says new FPSB study
Oct 04, 2023
Winners of CISI Financial Planning Awards 2023 revealed
Oct 03, 2023
CISI appoints new Director of Learning
Sep 25, 2023
Chelmsford firm becomes CISI Accredited Financial Planning Firm
Sep 19, 2023
CISI Ireland appoints first female president
Sep 11, 2023
Anglia Ruskin University students receive career boost with CISI collaboration
Aug 24, 2023
CHANGEFEST comes to Leeds, Birmingham and Bristol
Aug 07, 2023
Nottingham Business School students receive career boost with CISI collaboration
Aug 01, 2023
Three new UK financial planning firms achieve CISI Accredited Financial Planning Firm status
Jul 18, 2023
New CISI/WIFR partnership announced to promote capacity building for women in the Rwandan financial sector
Jul 03, 2023
Professional bodies are helping to close financial services sector skills gap to build a profession fit for the future, says CISI CEO
Jun 12, 2023
New Botswana Stock Exchange and CISI collaboration heralds boost for Botswana capital markets
Jun 07, 2023
Tom Perks of Quilter Cheviot announced as president of CISI Birmingham branch committee
May 23, 2023
CISI appoints James Swaby, Chartered FCSI as new president of the Cotswolds branch committee
May 23, 2023
Bookings now open for The CISI Financial Planning Conference 2023
May 22, 2023
CISI awards five new Honorary Fellowships
Apr 19, 2023
Two Nigerian undergraduates bag CISI Educational Trust Global Awards
Apr 12, 2023
The CISI welcomes UK Government’s strategy to raise the importance of education and training in reaching net zero
Apr 03, 2023
CISI Future Foundation charitable status confirmed, UK Grant Application window open and nine trustees appointed
Apr 03, 2023
Morocco, Pakistan and Thailand first time winners in CISI 2023 global financial services exam Awards
Mar 30, 2023
CISI Educational Trust Global Awards 2023 total £19,000
Mar 30, 2023
Landmark agreement signed to boost Pakistan’s capital market
Mar 21, 2023
Untapped potential for learning and development in the Sri Lankan financial services market, says CISI CEO Tracy Vegro
Mar 20, 2023
CIS Nigeria and CISI task companies and investment advisers to embrace sustainability
Mar 20, 2023
CISI Nigeria welcomes new Principal Officers
Mar 08, 2023
Almost a quarter of financial services firms have no measures in place to support women experiencing menopause
Feb 06, 2023
Luke Hornsby ACSI of EY appointed as new Chair of the CISI Young Professionals’ Network committee
Jan 16, 2023
Manchester state secondary school career highflyers inspire AJ Bell/CISI finance scheme new apprentices
Dec 12, 2022
CISI and Fitch Learning launch schools and colleges programme to improve student socio economic diversity in financial services
Dec 12, 2022
New president for CISI Spain and Latin America National Advisory Council
Dec 07, 2022
Tricia Lucey ACSI of Luna Investment Management appointed new President of the CISI Manchester and North West District Branch Committee
Nov 14, 2022
CISI Global Wealth Summit 17 and 18 November with 19 global experts from Africa, London, Middle East and China
Nov 03, 2022
Leicestershire based firm becomes CISI Accredited Financial Planning Firm
Oct 12, 2022
Winners of CISI Financial Planning Awards 2022 revealed
Oct 07, 2022
CISI’s UK financial planning community supports the FPSB’s 6th Annual World Financial Planning Day
Oct 05, 2022
Ben Snook of MJ Hudson appointed President of CISI’s Guernsey Committee
Oct 03, 2022
Cost-of-living pressures are leading to more consumers taking professional financial planning advice
Sep 29, 2022
CISI and NextGen Planners announce new scholarship programme
Sep 26, 2022
EIMF enters new partnership agreement with CISI in Cyprus
Sep 05, 2022
The CISI’s Financial Planning Week is time to help consumers take control of their finances
Sep 05, 2022
CISI Financial Planning Awards 2022: shortlist announced
Aug 15, 2022
Banter negatively impacting 97% of financial services professionals, while HR departments have an image problem, says CISI survey
Aug 10, 2022
Come together, right now: The CISI Financial Planning Conference 2022 Liverpool, 6th October
Aug 04, 2022
2022中英绿色金融发展论坛于线上成功举办 2022 China UK Green Finance Development Forum successfully held Online
Jul 18, 2022
CISI appoints new Chief Executive
Jun 14, 2022
Zhejiang University International Business School and CISI deal gives students competitive edge in global financial services jobs market
Jun 13, 2022
FCA CEO confirms CISI has incredibly important role, often below the radar, in helping to boost development of financial services education, both in UK and emerging markets
May 09, 2022
Liverpool is launchpad for CISI and Next Gen Planners careers and skills festival
Apr 26, 2022
CISI encourages women in the Nigerian capital market on gender equity
Apr 21, 2022
New president appointed for CISI South Coast branch
Apr 11, 2022
CISI launches Future Foundation
Apr 04, 2022
CISI announces programme for Paraplanner Conference 2022
Mar 30, 2022
CISI announces Educational Trust awards totalling £18,000
Mar 28, 2022
CISI launches new Wayfinder find a planner website
Mar 23, 2022
CISI appoints Katie Errock of Burnbrae Ltd as new Isle of Man branch President
Mar 17, 2022
Formal recognition in 6 Chinese cities for CISI securities qualifications
Mar 17, 2022
NS&I announces a new way of referring Premium Bonds jackpot winners to quality financial advice
Mar 15, 2022
Manchester’s Depledge Strategic Wealth Management achieves exclusive CISI Accredited Financial Planning FirmTM status
Mar 09, 2022
Burkina Faso, Palestine, Saudi Arabia, Seychelles, Ethiopia, Ghana, Israel, Slovenia and Tanzania first time appearance in CISI global finance qualification Awards
Mar 04, 2022
GISI and CISI celebrate first students to complete Ghana’s finance licensing programme
Feb 24, 2022
CISI qualifications in Ireland get Sustainable Finance Skillnet support – further boost to financial services education
Feb 23, 2022
CISI appoints David Madgwick of Charles Stanley as new Essex branch President
Feb 21, 2022
CISI marks its 30th anniversary enhancing consumer trust and confidence in global financial services
Feb 10, 2022
CISI CEO Simon Culhane, Chartered FCSI steps down after 18 years in role
Jan 19, 2022
CISI re-launches Swiss National Advisory Council
Jan 17, 2022
Lexington Wealth Management of Wiltshire achieves CISI Accredited Financial Planning FirmTM status
Dec 14, 2021
New CISI Jersey branch President focuses on supporting financial education and inclusion
Nov 30, 2021
Over 1/3 of finance professionals considered themselves vulnerable in last 12 months
Nov 24, 2021
The SCA and the CISI collaborate to enhance the qualifications regime in UAE Capital Market sector
Nov 15, 2021
CISI announces its Global Wealth Summit series with experts from China, Africa, US and the UK
Nov 03, 2021
Two new Directors appointed to CISI Board
Nov 02, 2021
Begley Brown Financial Solutions Ltd and Lamb Financial achieve CISI Accredited Financial Planning FirmTM status
Oct 14, 2021
Winners of CISI Financial Planning Awards 2021 revealed
Oct 05, 2021
CISI member Dr. George Theocharides ACSI appointed Chairman of the Cyprus Securities and Exchange Commission
Oct 05, 2021
Costs of raising children a concern for UK adults, says CISI
Sep 28, 2021
CISI launches new app so 43,000 members in 100 countries can update mandatory CPD knowledge on the go
Sep 27, 2021
New President for CISI Gibraltar National Advisory Council appointed
Sep 23, 2021
CISI joins global financial planning community for World Financial Planning Day 6 October and World Investor Week
Sep 23, 2021
Student social mobility scheme expanded to Liverpool, Derry, Birmingham, Manchester and Leeds by Talent Foundry and CISI
Sep 15, 2021
“Best interest” vs “Good outcome” for consumers? CISI members give their verdict in FCA Consumer Duty response
Sep 15, 2021
2021 heralds six new Honorary Fellowships for CISI members
Sep 13, 2021
New CISI Liverpool branch President aims to raise awareness of and reduce stigma around mental health
Sep 01, 2021
Students in Northern Ireland achieve outstanding results in collaborative programme with Derry and Strabane District Council, FinTrU and CISI
Aug 24, 2021
Brilliant results achieved by school and college students sitting CISI qualifications this academic year
Aug 18, 2021
CISI encourages UK’s financial planning community to sign up to Financial Planning Week 11-17 October to empower consumers in financial decision making
Aug 04, 2021
Privy Council consents to CISI awarding financial planners top designation and for selected firms to be Chartered
Jul 28, 2021
All 21 students from University of Edinburgh receive stellar results and achieve 100% pass rate in CISI professional finance exam
Jul 28, 2021
Mauritius becomes first African country to launch CISI professional AML/CFT digital learning solution, supporting market training, transparency, and integrity
Jul 27, 2021
Pandemic leaves its mark as 55% of women finance workers have suffered stress in the last year, says CISI
Jul 21, 2021
CISI certifies over 50 agents of new Catalan fintech 11Onze
Jul 14, 2021
New CISI Certificate in Private Insurance and Reinsurance Distribution launched to Spanish market
Jul 12, 2021
CISI and Middlesex University establish partnership opening doors to financial services careers for Master's students
Jul 06, 2021
CISI signs an MOU with Gibraltar Funds & Investments Association (GFIA)
Jun 30, 2021
Commercial Bank of Ceylon Chief Financial Officer appointed new President of CISI Sir Lanka National Advisory Council
Jun 29, 2021
Alliance launches first joint qualification to help profession pass “Carney Test”.
Jun 28, 2021
Three firms based in Durham, Cheshire and Lancashire achieve exclusive CISI Accredited Financial Planning FirmTM status
Jun 21, 2021
HKSI Institute teams Up With UK professional body CISI to offer bespoke eCourse on Anti-Money Laundering and Combating the Financing of Terrorism
Jun 04, 2021
Chartered Institute for Securities & Investment (CISI) signs an MoU with its first academic partner in Poland Poznan University of Economics and Business (PUEB)
Jun 01, 2021
CISI qualifications in Ireland get IFS Skillnet approval – further boost to financial services education
Jun 01, 2021
ECSRC confirms new qualifications regime with CISI to enhance professionalism
May 10, 2021
NextGen Planners launch free support to members for CFP™ Exam
May 10, 2021
CISI introduces new sustainable and responsible investment course for practitioners to help unravel the jargon around ethical finance
Apr 12, 2021
CISI welcomes Heather Adamson to Gibraltar National Advisory Council
Mar 31, 2021
CISI announces 2021 Educational Trust Awards totalling £14,000
Mar 30, 2021
Financial services profession’s confidence in the UK’s economic prospects has grown, says latest CISI survey
Mar 25, 2021
CISI 2021 Financial Planning Conference gets into gear at Red Bull Racing Factory, Buckinghamshire 5-6 October
Mar 15, 2021
CISI announces The Paraplanner Conference 2021
Mar 09, 2021
University of Central Lancashire, Cyprus campus (UCLan Cyprus) and CISI deal offers students competitive edge in global jobs market
Mar 04, 2021
CISI Colombo office celebrates 10 years
Mar 03, 2021
Capital market professionals in Thailand can access CISI e-learning programme in new Stock Exchange of Thailand initiative
Feb 24, 2021
Mexico, Rwanda, Senegal and Togo achievers appear for the first time in CISI global finance qualification Awards
Feb 16, 2021
Qatar becomes first Middle East country to launch a joint CISI and QFMA professional anti-money laundering/combating the financing of terrorism digital learning solution, supporting market training and integrity
Feb 15, 2021
Only 20% of UK financial services professionals are confident their firms are committed to ethical finance and ESG
Jan 13, 2021
Nigel Sydenham Chartered FCSI appointed Chair of CISI Training, Competence and Culture Interest Group Committee
Jan 12, 2021
CISI extends remote invigilation testing to all global exam candidates
Jan 06, 2021
CISI and Chartered Banker Institute welcome important update to the FCA Register on membership
Jan 04, 2021
Financial services sector in Ireland can play vital role in improving gender diversity
Dec 14, 2020
Gamification, VR and AR lead the way for financial services HR leaders’ new learning strategies, with wellbeing and performance equally important, says CISI
Dec 10, 2020
Open University of Hong Kong declared winners of Quest for Securities & Investment Elite (QSIE) competition
Dec 02, 2020
CISI launches new Kenya National Advisory Council
Dec 02, 2020
Philippine Securities & Exchange Commission recognises CISI contribution to anti money laundering learning and assessment during Investor Protection Week awards ceremony
Nov 09, 2020
CISI New Head of Financial Planning announced
Nov 09, 2020
CISI offers new e-learning course on vulnerable customers
Nov 05, 2020
#Talkaboutblack launches pilot after-school program targeting socio-economically disadvantaged areas supported by City of London Corporation, Diversity Project and CISI
Oct 23, 2020
Jackie Lockie, Head of Financial Planning team, leaves CISI
Oct 22, 2020
CISI awards four Honorary Fellowships
Oct 15, 2020
CISI appoints four new Board members
Oct 15, 2020
CISI Spanish office signs agreement with Finect
Oct 15, 2020
Winners of CISI Financial Planning Awards 2020 revealed
Oct 13, 2020
Hamish Warnock ACSI appointed Chair of CISI Wealth Management Forum Committee
Oct 07, 2020
No-deal Brexit bad for UK financial services jobs, says CISI survey
Oct 05, 2020
Amyr Rocha Lima CFPTM Chartered MCSI appointed Chairman of CISI Financial Planning Forum Committee
Oct 01, 2020
10 Tips to Manage Your Money and Well being from The Times Money Mentor for Financial Planning Week
Sep 28, 2020
CISI joins global financial planning community for World Financial Planning Day 7 October and World Investor Week
Sep 28, 2020
Winner of CISI Paraplanner Of The Year Award 2020 announced
Sep 25, 2020
More than 1 in 4 (26%) of UK consumers not confident about their finances post Covid-19, says CISI
Sep 24, 2020
Expert Wealth Management achieves CISI Accredited Financial Planning FirmTM status
Sep 17, 2020
CISI and CII to both occupy ‘Walkie Talkie’
Sep 07, 2020
CISI signs MOU with ISBI Institute @ Strathmore University Business school Kenya
Sep 03, 2020
The Chartered Institute for Securities & Investment (CISI) and the European Institute of Management and Finance (EIMF) launch e-learning training and assessment for the Cyprus Investment Firm’s (CIF) Information Providers
Sep 03, 2020
Consumers across the UK encouraged to sign up for free, professional personal finance sessions in CISI’s Financial Planning Week 5 – 11 October
Sep 01, 2020
Mike Buffini appointed President of CISI NAC Singapore
Aug 26, 2020
Seychelles FSA and CISI announce new commitment to raise financial services professional standards
Aug 20, 2020
CISI member Dr. George Theocharides ACSI appointed Vice-Chairman of the Cyprus Securities and Exchange Commission
Aug 12, 2020
CISI encourages UK’s financial planning community to sign up to Financial Planning Week 5-11 October to offer consumers a “steadying hand in this year unlike any other”
Jul 30, 2020
Christopher Jehan appointed President of CISI Guernsey branch committee
Jul 29, 2020
Only a quarter of CISI members show interest in returning to office post-pandemic says financial services survey
Jul 29, 2020
CISI Financial Planning Conference 2020 is going online!
Jul 23, 2020
CISI welcomes new enhanced FCA Register to empower consumers
Jul 23, 2020
CISI-City of London Police scheme inspires members to volunteer to help tackle financial and economic crime in the UK
Jul 16, 2020
Climate change, vulnerable clients, the FCA and The Great Wealth Transfer on the agenda for CISI first ever online Paraplanner Conference
Jul 15, 2020
M&G Investments and Octopus Investments join CISI Financial Planning mentoring scheme 2020
Jul 06, 2020
Nick Garnish appointed Chairman of CISI Risk Professional Forum Committee
Jul 02, 2020
The CISI recognises Fikai finance school in Bilbao, Spain as an accredited training provider (ATP)
Jul 01, 2020
Financing the green recovery with launch of world’s first Green Finance Education Charter
Jun 30, 2020
CISI and GISI partnership renewal confirms confidence in Ghanaian financial services profession
Jun 29, 2020
Michael Imeson appointed Chairman of CISI Fintech Professional Forum Committee
Jun 23, 2020
SME sector key to successful opening for the Irish economy
Jun 11, 2020
Eugene Kiernan appointed President of CISI Ireland
Jun 09, 2020
CISI and Association of Professional Compliance Consultants new deal boosts business and professional development opportunities for members
Jun 03, 2020
Renewed ASEA-CISI partnership boosts professionalism across African capital markets
Jun 01, 2020
New CISI deal with Tanzania Institute of Bankers to enhance global professional standards
May 21, 2020
CISI collaborates with elite business school in Romania to enhance ethics and integrity in financial services and corporate governance markets
May 21, 2020
UK financial services professional body launches the Philippine e-learning training and assessment in “Anti-Money Laundering and Counter-Terrorism Financing” fully accredited by the Philippines’ Anti-Money Laundering Council
May 20, 2020
80% of exam candidates achieve CISI Level 6 Advanced Financial Planning exam, leading to UK’s highest global financial planning certification
May 07, 2020
Scotland and West Yorkshire based professionals become first two to achieve UK’s highest-level financial planning qualification
May 07, 2020
CISI and Dubai International Financial Centre join to deliver internationally recognised CPD
May 04, 2020
UK Certified Financial Planner™ professionals share free money guides for consumers
Apr 29, 2020
Cyber attack on CISI web server April 2020: CEO statement
Apr 23, 2020
CEO Statement 7 April 2020
Apr 08, 2020
COVID–19 statement from the CEO - 26 March 2020
Mar 26, 2020
COVID – 19 statement
Mar 19, 2020
Gibraltar risk and compliance professionals join with CISI to raise professional standards in global financial markets
Mar 11, 2020
CISI launches Gibraltar National Advisory Council
Mar 11, 2020
CISI Educational Trust 2020 awards totalling £15,000 announced
Mar 11, 2020
FCA Discussion Paper on redefining purpose in financial services
Mar 05, 2020
Jane Smith and Thomas and Thomas achieve CISI Accredited Financial Planning FirmTM status
Feb 18, 2020
Andy Jervis appointed President of CISI East Midlands branch committee
Jan 27, 2020
Dan Atkinson, APP Chartered MCSI appointed Chairman of CISI Paraplanner Interest Group
Jan 14, 2020
Access now confirmed for over 132,000 Nigerian bankers to CISI’s global professional development programme following Chartered Institute of Bankers of Nigeria accreditation
Jan 14, 2020
CISI member Andreas Yiasemides MCSI appointed President of the Cyprus Investment Funds Association
Dec 16, 2019
IAPM and CISI new partnership positions Nigerian portfolio managers for global capital market competitiveness
Dec 16, 2019
Award winning UK regulatory incubator Sturgeon Ventures LLP seals CISI Corporate Supporter partnership with sponsorship of students to study Introduction to Finance course
Dec 09, 2019
Recognition of IBFIM Malaysia's qualifications by CISI
Nov 27, 2019
CISI’s Head of Financial Planning joins global financial planning committee
Nov 13, 2019
Achieve UK’s highest financial planning certification in 12 months and help consumers achieve financial well-being, says CISI
Nov 07, 2019
Niall Husbands appointed President of CISI Jersey branch committee
Oct 22, 2019
CISI launches dedicated mental health portal supporting global membership, financial services professionals and staff
Oct 10, 2019
Winners of CISI Financial Planning Gala Awards 2019 revealed
Oct 01, 2019
The CISI joins financial planning firms globally to celebrate World Financial Planning Day on Wednesday 2 October
Sep 27, 2019
CISI awards 2019/20 Chartered Wealth Manager Scholarship of £2,500
Sep 26, 2019
Becky Jones of BNY Mellon is second female and youngest person to be appointed Manchester CISI President in branch history
Sep 25, 2019
Clock ticking on FCA SMCR deadline as CISI launches Conduct Rules members' toolkit to further support consumers and build market integrity
Sep 11, 2019
New training partnership for Kenyan Institute of Bankers
Sep 10, 2019
All UK consumers offered free financial planning sessions worth up to £500 7-11 October in CISI Financial Planning Week #FPWUK #Planwell2livewell
Sep 10, 2019
CISI calls for financial planners to sign up for this year’s UK Financial Planning Week 7 – 10 October #FPWUK #Planwell2livewell
Sep 04, 2019
Financial Academy Riyadh and CISI Sign Joint Strategic Partnership Agreement
Sep 04, 2019
Scot, Londoner and Somerset based trainer first to achieve first step towards the UK’s highest level financial planning qualification
Sep 02, 2019
Kenyan capital markets receive new boost with ICIFA and CISI joint membership deal
Aug 28, 2019
Deloitte Australia Partner Deen Sanders predicts future of financial advice and Brian Portnoy examines Money, happiness, and the future of financial advice at CISI Financial Planning Conference 2019
Aug 23, 2019
Abu Dhabi Global Market Academy and CISI partner to elevate financial education in UAE
Aug 07, 2019
Tim Boles appointed President of CISI Isle of Man Branch Committee
Jul 25, 2019
Collingbourne Wealth Management achieves CISI Accredited Financial Planning FirmTM status
Jul 16, 2019
New President for CISI UAE National Advisory Council appointed
Jul 10, 2019
Schroders and JUST confirmed as CISI Gold Supporters
Jul 09, 2019
Chartered Institute of Stockbrokers Nigeria agrees financial services membership, qualifications and learning deal with CISI
Jul 08, 2019
Ghana Investment and Securities Institute partners with the Chartered Institute for Securities & Investment to combine Ghanaian financial services best practise with global portability.
Jun 24, 2019
CISI and MThree Consulting partnership helps fintech graduates turn their degrees into a career
Jun 18, 2019
CISI joins 13 EBTN Council of Europe members awarded Triple E accreditation for professional financial qualification standards
Jun 18, 2019
Alliance agrees UK-Singapore partnership on financial services
Jun 13, 2019
Young people choosing a financial planning career can look to CFP™ certification for an holistic pathway to doing the right thing for consumers, says CISI
Jun 10, 2019
Europe: centre of power fundamentally changed, says former Secretary General of the Irish Department of Finance
May 30, 2019
Montage Wealth Management achieves CISI Accredited Financial Planning FirmTM status
May 29, 2019
CISI appoints Karen Ashcroft as Global Finance Director
May 15, 2019
UAE Financial Services Professionals Focus on Upskilling in Bid to Meet Market and Regulatory Demands
May 06, 2019
FSD Africa, CISI and CMA partner to strengthen Rwanda’s capital market
Apr 29, 2019
CISI and ACIFMA deal extends mutual professional finance education programmes to combined 53,000 global membership
Apr 25, 2019
How maths applies to everything, sharing ideas without putting people’s backs up and exploring personality traits on agenda for 2019 CISI Paraplanner Conference
Apr 23, 2019
CISI warns FCA that rise in professional indemnity insurance is damaging SME members as honest firms forced to shoulder cost of misconduct of others
Apr 16, 2019
Kuwait CMA and CISI announce enhanced qualifications pathway for capital market practitioners
Apr 16, 2019
CISI 2019 awards celebrate global finance student competitive edge achieved combining jobs with study and self-improvement
Apr 09, 2019
Response to FCA's Retirement Outcomes Review: investment pathways and other proposed changes to our rules and guidance
Apr 08, 2019
CISI joins West African Monetary Union to help promote economic growth
Apr 01, 2019
Charles Stanley Dorchester Investment Manager appointed President of CISI South Coast Committee
Mar 28, 2019
Royal London offers its technical helpline for CISI Financial Planning Mentoring scheme
Mar 26, 2019
FINSIA Australia introduces ethics test for bankers and securities market professionals
Mar 22, 2019
CISI Middle East welcomes Richa Goyal to the UAE National Advisory Council
Mar 21, 2019
CISI launches new Nigerian National Advisory Council
Mar 19, 2019
CISI Educational Trust 2019 awards totalling £23,000 announced
Mar 18, 2019
Sheraton Financial Planning of Hampshire becomes CISI Accredited Financial Planning FirmTM
Mar 14, 2019
CISI and Chartered Banker Institute welcome the FCA’s new requirement for individual members to include their Professional body membership in its new Directory
Mar 11, 2019
CISI launches new UK pathway for global Certified Financial Planner licence
Mar 04, 2019
CISI and Casablanca Stock Exchange unite to offer Moroccan university students professional global finance qualifications
Feb 25, 2019
Mark Rogers of Succession Wealth appointed CISI Birmingham president
Feb 14, 2019
Charles Stanley Norwich Investment Manager appointed President of CISI East Anglia Committee
Feb 12, 2019
James Hay supports new CISI Financial Planning Mentoring Scheme by offering technical helpline for mentees and mentors
Feb 11, 2019
The CISI expands its presence in Jordan through a partnership with Integrated Development Academy
Feb 11, 2019
Financial services profession’s confidence in UK’s economic prospects is at an all-time low, says CISI
Feb 04, 2019
CISI members support Pensions Dashboard but keen to avoid development delay and want more transparency on cost
Jan 24, 2019
Finance professionals in Cyprus gain competitive edge as CISI and EIMF launch Chartered Wealth Manager qualification
Jan 18, 2019
Schroders supports new CISI Financial Planning Mentoring Scheme by offering exclusive helpline for mentees and mentors
Jan 17, 2019
Jordan’s capital market sector to receive boost through partnership between the CISI and Jordan Securities Commission
Jan 02, 2019
Off the scale workloads and out-of-touch senior management identified as key causes of financial services staff stress and mental ill health, says CISI survey
Dec 21, 2018
American Leighton T. Bascom Chartered FCSI is new CISI South East branch President
Dec 17, 2018
Andhra Pradesh, India students receive global financial services career boost in deal between GITAM University and Chartered Institute for Securities & Investment
Dec 13, 2018
College of Insurance to launch Chartered Institute for Securities & Investment Award in Bancassurance training in Kenya
Dec 13, 2018
CISI and ACCA join forces to boost global market for tri-lingual Islamic Finance Qualification
Dec 06, 2018
CISI partners with King Faisal University to offer world-class financial services qualifications
Nov 27, 2018
CISI announces its first ever global online finance e-learning course partnership with University of Derby
Nov 22, 2018
CISI appoints Paul Garrard, Chartered FCSI as new Guernsey branch President
Nov 19, 2018
CISI event explores relationship between love and money
Nov 15, 2018
Watson Wood of Inverness becomes latest CISI Accredited Financial Planning Firm
Nov 15, 2018
New deal between CISI and Nigerian Stock Exchange heralds boost for finance professionals in Africa
Nov 13, 2018
CISI appoints new members to Financial Planning Forum Committee
Oct 22, 2018
Global Ethics Day, CISI celebrates IntegrityMatters reaching 60k milestone
Oct 17, 2018
Michael Cole-Fontayn formally elected Chairman of Chartered Institute for Securities & Investment
Oct 11, 2018
200,000 financial professionals call for an enhanced new FCA Directory
Oct 10, 2018
Winners of CISI Financial Planning Gala Awards 2018 revealed
Oct 02, 2018
The CISI joins financial planning firms around the world in celebrating World Financial Planning Day on Wednesday 3 October
Sep 25, 2018
Three new UK financial planning firms achieve CISI Accredited Financial Planning FirmTM status
Sep 20, 2018
CISI awards 2018/19 Chartered Wealth Manager Scholarship of £2,500
Sep 18, 2018
CISI appoints Claire Newman as new Essex branch President
Sep 17, 2018
“Knowledge and networking at the heart of Financial Advisors Congress”, says Henry Ong, CEO of Registered Financial Planners Philippines RFP®
Sep 11, 2018
UK consumers offered free personal financial planning sessions worth up to £500 in CISI Financial Planning Week 3 -10 October #MakeDreamsHappen
Sep 05, 2018
CISI and Chartered Institute of Bankers of Nigeria announce cooperation agreement
Sep 03, 2018
IÉSEG School of Management becomes first French business school to partner with CISI giving graduates competitive edge in global financial services jobs market
Aug 22, 2018
CISI calls for financial planners to sign up for this year’s UK Financial Planning Week 3 – 10 October #PlanWell2LiveWell
Aug 21, 2018
“Sri Lanka is a hidden gem with highly talented and valued people,” says CISI CEO Simon Culhane, Chartered FCSI
Aug 13, 2018
Four students from Asia Pacific, South Africa and the Middle East achieve London work placements in CISI GET Awards
Jul 12, 2018
Ugandan regulator partners with CISI to enhance practitioner knowledge and help promote capital market confidence
Jul 12, 2018
Former US Army officer Mark Horstman and neuropsychologist Dr Moira Somers lead CISI Financial Planning Conference agenda 2018
Jul 09, 2018
19 year old Swansea University student reveals how networking put him on financial services career track
Jul 05, 2018
FCA new Directory proposal a win for consumers, says CISI's CEO Simon Culhane
Jul 05, 2018
Alliance challenges FCA to do more to support professionalism in UK financial services
Jul 05, 2018
Improving European investor education at the heart of FPSB Europe BETTER FINANCE conference sponsorship, says CISI’s Jacqueline Lockie
Jul 03, 2018
CISI appoints Susan Clements as Global Director of Learning
Jun 20, 2018
CISI launches Kenya office
Jun 14, 2018
Certified Financial Planner Keith Churchouse appointed new CISI Southern branch President
Jun 13, 2018
Nottingham University Business School Malaysia announces partnership with CISI
Jun 12, 2018
CISI annual dinner raises titanic sum of over £8,500 for Liverpool local charity
Jun 11, 2018
Five eminent financial services professionals awarded CISI Honorary Fellowship
Jun 04, 2018
CISI Isle of Man branch celebrates 25 years
May 30, 2018
New Liverpool CISI President committed to continuing drive for diversity in local financial services profession
May 22, 2018
Antony Jenkins and the Chartered Body Alliance call for the benefits of AI to be shared more widely
May 08, 2018
CISI Educational Trust awards totalling £23,000 announced
May 02, 2018
Kent school student Maisy Salsbury achieves top mark in CISI professional finance exam
Apr 25, 2018
The life-changing nature of paraplanning, behavioural bias and body language topping the bill at CISI Paraplanner Conference 2018
Apr 24, 2018
Important lessons to be learned following FCA’s finding on Barclays Jes Staley attempt to unmask whistleblower, says CISI
Apr 23, 2018
Dorset woman noted as “one-to-watch” in 2017 achieves highest marks in top CISI finance exams as South Coast becomes talent hotspot for financial services
Apr 18, 2018
Communication an essential part of successful AIB flotation
Apr 17, 2018
CISI celebrates global financial services talent with 79 Award winners including professionals, students and career changers
Apr 10, 2018
CISI UAE celebrates 12 years of raising professional standards in financial services by recognising 2017 high exam achievers
Mar 29, 2018
Michael Cole-Fontayn is appointed new CISI Chairman
Mar 26, 2018
Standard Life and Aegon top the bill as CISI Gold Supporters for 2018
Mar 21, 2018
Singapore’s rising stars of global financial services praised at CISI’s Annual Awards
Mar 13, 2018
CISI leads with global “competitive edge” campaign to keep members at the top of their game
Mar 08, 2018
Financial services profession’s confidence in UK economic outlook is on the up, says CISI
Mar 07, 2018
New President Appointed to CISI Northern Ireland Branch
Feb 20, 2018
Chartered Body Alliance welcomes discussion with FCA on the extension of SMCR
Feb 08, 2018
Employers must do more to educate staff on pensions as UK 18-24 year olds retirement dreams struggle to match reality, with social conscience taking priority over profit, says CISI survey
Feb 05, 2018
Magenta Financial Planning MD Gretchen Betts appointed Chairman of CISI Wales branch
Jan 31, 2018
Martin Ruskin CFPTM Chartered MCSI appointed Chairman of CISI IFP Forum
Jan 11, 2018
Diversity the key for new CISI Scottish branch President
Dec 19, 2017
CISI welcomes HM Treasury support for asset management Centres of Excellence in UK universities to address skills shortages
Dec 11, 2017
CISI welcomes Budget announcement on maths funding
Dec 06, 2017
CIFA and CISI agree new membership deal offering global competitive edge to the Cypriot investment funds sector
Dec 05, 2017
CISI welcomes Lord Mayor’s initiative to improve trust in business
Nov 28, 2017
CISI signs agreement with NIBM Colombo to help students enhance career prospects
Nov 28, 2017
Christ University Bangalore students learn life isn’t always black and white in ethics and integrity workshop
Nov 27, 2017
Advisers falsely claiming CFPTM status risk being taken to court and expulsion from the Institute, says CISI
Nov 27, 2017
FCA slow to grasp implications of Approved Persons Register abolition and complacent on updating training and competence rules, says CISI
Nov 16, 2017
FCA proposed ban on inducements and restricting mandatory qualifications for certain staff only, is a double blow for consumers, says CISI
Nov 15, 2017
Ulster University Business School deal with CISI gives graduates competitive edge in financial services jobs market
Nov 01, 2017
TISE listings among Brexit opportunities for Isle of Man
Oct 30, 2017
Financial professionals in the UAE now among the best trained in the world: membership for the Chartered Institute for Securities & Investment increases by 55%
Oct 18, 2017
Regulators, firms and professional bodies urged to work together to close information loopholes
Oct 18, 2017
CISI supporting Financial Planning Standards Board first ever World Financial Planning Day during IOSCO's World Investor Week
Sep 27, 2017
Winners of CISI Financial Planning Gala Awards 2017 revealed
Sep 27, 2017
Lloyds Banking Group Senior Risk Manager appointed President of CISI Yorkshire branch
Sep 25, 2017
CISI and CMAZ sign agreement to boost professional and ethical standards in Zambian capital market
Sep 21, 2017
CISI accredits new training provider supporting financial services professionalism growth across Africa
Sep 20, 2017
CISI announces MiFID II seminar partnership with Thomson Reuters
Sep 20, 2017
New President for CISI West Country branch
Sep 19, 2017
CISI new pension transfers qualification gets FCA green light
Sep 19, 2017
Birmingham City University new deal offers students competitive edge in financial services jobs market
Aug 17, 2017
2017/18 £2,500 Hoare Nairne Scholarship awarded
Jul 27, 2017
CISI partners with Kuwait’s leading university to expand financial syllabus
Jul 17, 2017
Keri Carter appointed second vice chair to CISI IFP Forum Committee
Jul 13, 2017
CISI announces financial planning team developments
Jul 13, 2017
Singaporean, Sri Lankan, Indian and Spanish CISI Global Education Trust Award winners take off for a week’s London work experience
Jul 12, 2017
Ex IFP CEO Nick Cann to speak at CISI Financial Planning Conference
Jun 28, 2017
CISI supports Qingdao's goal to become centre of Chinese wealth management
Jun 21, 2017
New President appointed to CISI Jersey branch
Jun 15, 2017
CISI IntegrityMatters test passes 50,000 milestone helping to shape financial services’ ethical backbone
Jun 13, 2017
CISI deal with Baltic Financial Advisers Association good for consumers and practitioners
Jun 12, 2017
Paul Kneen, Chartered FCSI of Pacific Fund Systems appointed President of CISI Isle of Man branch
Jun 07, 2017
The CISI Financial Planning Gala Awards 2017 open for entries
Jun 01, 2017
Sir Steve Webb, Justin Urquhart-Stewart and Former SAS Captain to headline CISI Financial Planning Conference
May 23, 2017
National UK consumer response to free Financial Planning Week advice shows demand for financial guidance is strong
May 18, 2017
Loyalty to the firm outweighed by loyalty to our colleagues, says CISI survey
May 15, 2017
Comment on APFA and WMA merger
May 11, 2017
James Stockdale appointed CISI Global Director of Learning
May 10, 2017
CISI survey reveals consumer lack of trust and confusion re accessing money help on the run up to UK Financial Planning Week 8 May
May 04, 2017
CERTIFIED FINANCIAL PLANNERTM & other CISI professionals unite to offer all UK consumers free money management sessions during Financial Planning Week 8 May
Apr 06, 2017
Six eminent financial services professionals awarded CISI Honorary Fellowship
Apr 05, 2017
Chartered Body Alliance welcomes BSB first good practice guidance for banks & building societies
Mar 20, 2017
CISI marks global financial services talent with 76 Award winners, Kenya & Kuwait first ever, with 43% female & 57% male
Mar 20, 2017
A Listen Up culture is the key to improving standards, says CISI in response to Banking Standards Board annual review’
Mar 14, 2017
New financial services apprenticeship standard gains support from professional bodies
Mar 14, 2017
CISI comment on The Budget
Mar 09, 2017
Chartered Body Alliance responds to ESMA guidelines
Mar 06, 2017
CISI Educational Trust awards totalling £17,500 announced
Mar 02, 2017
New Alliance to enhance professionalism in financial services
Mar 01, 2017
Top Singapore financial services exam performers recognised at CISI’s Annual Awards
Feb 21, 2017
CISI celebrates 25th anniversary and looks ahead to supporting the next generation of global finance professionals
Feb 10, 2017
CISI CEO applauds Cyprus financial market recovery and reveals EU regulator approaches
Feb 09, 2017
CISI and IFS Malta strengthen ties to boost career progression in financial services global jobs market
Feb 06, 2017
Wealthflow LLP Scotland achieves CISI Accredited Financial Planning FirmTM status
Feb 01, 2017
Millennials and Londoners more likely to perform buy/wear/return online wardrobing, money makes men behave badly and retirees more relaxed on tax avoidance than Generation X
Jan 29, 2017
Juno Wealth Management Ltd achieves CISI Accredited Financial Planning FirmTM status
Jan 23, 2017
CISI challenges PRA/FCA whistleblowing rules and proposals for banks
Jan 19, 2017
CISI mandates continuing professional development and integrity requirements for all global members
Nov 24, 2016
Financial services industry’s confidence in the UK’s economic prospects at lowest level since 2012, says CISI survey
Nov 24, 2016
African Securities Exchanges Association (ASEA) and CISI unite to promote professionalism and a common certification standard in capital markets
Nov 16, 2016
CISI West Country Branch annual dinner 2016 raises £31,100 for ATLAS Foundation
Nov 07, 2016
CISI signs agreement with the Kuwait Capital Markets Authority to provide qualifications
Nov 02, 2016
CISI announces deal enabling cross border recognition of CISI financial services qualifications between Ireland and the UK
Nov 02, 2016
Andrew Porter, Chartered FCSI of Barclays Wealth and Investment Management appointed President of CISI Birmingham and West Midlands branch
Oct 31, 2016
CISI encourages a review of daytime betting advertising and calls for better financial literacy education
Oct 07, 2016
CISI comments on Prime Minister Theresa May’s Conservative Party Conference speech
Oct 06, 2016
CISI congratulates all winners of the Financial Planning Gala Awards 2016
Oct 05, 2016
CISI responds to Banking Standards Board report on professionalism in banking
Oct 03, 2016
University no longer guaranteed fast pass to the top, but employers can unlock new apprenticeships funding to create choice and chances for young people, says CISI
Sep 28, 2016
FCA approval of new CISI level 4 Financial Planning & Advice exam means clear qualifications pathway to global CFPTM certification
Sep 28, 2016
CISI Southern branch appoints Thesis Asset Management plc Client Director Chartered FCSI Kate Nathoo as new President
Sep 21, 2016
CISI Scotland branch raises over £1,500 for Action for Children at Awards Dinner
Sep 20, 2016
CISI welcomes Credence International as its latest corporate supporter
Sep 20, 2016
CAIA Association and the CISI announce new partnership
Sep 14, 2016
CMA Rwanda and CISI unite to promote professionalism to grow Rwandan capital markets
Sep 08, 2016
University of Sri Jayawardenapura, Colombo joins CISI’s Worldwide Network of Partner Universities
Sep 06, 2016
Banking and finance professional bodies unite to launch Certificates of Professionalism to go above and beyond regulation
Sep 01, 2016
CISI survey says degrees are overpriced
Aug 17, 2016
35 students from 14 schools across UK work with 12 firms supporting CISI employability programme for finance sector’s next generation of talent
Aug 16, 2016
CISI demonstrates that life isn’t always black and white in business at Malaysia integrity and ethics conference
Aug 02, 2016
2016/17 £2,500 Hoare Nairne Scholarship awarded to Shih Yen Wan of Coutts & Co
Jul 26, 2016
Dubai students now able to access internationally recognised financial qualifications
Jul 25, 2016
A complete leadership vacuum in UK financial services post-Brexit leaves other EU financial centres salivating as the industry’s 1 million jobs are threatened, says CISI
Jul 19, 2016
Financial firms nurture Liverpool stars of the future- and meet a leading journalist
Jul 19, 2016
CISI offers support to EU financial services regulators and firms to meet new ESMA knowledge and competence guidelines
Jul 18, 2016
CREST Revealed on 20th Anniversary
Jul 18, 2016
UK passport holders, wherever they live, should be liable to pay UK taxes on their worldwide income, says CISI’s Review magazine
Jul 06, 2016
IB collaborates with CISI to offer sixth form students bespoke finance education package
Jul 04, 2016
The CISI reveals over 40 speakers in The Financial Planning Annual Conference 3 – 5 October 2016 programme
Jun 29, 2016
Financial Engineering student wins Colombian Stock Exchange game
Jun 27, 2016
BRI Wealth Management pilots West Midlands Internship alongside the CISI
Jun 21, 2016
CISI signs education agreement with Panama Securities Regulator
Jun 14, 2016
Consumer response to Financial Planning Week was tremendous and demonstrates hunger for financial guidance, says CISI
Jun 14, 2016
European University Cyprus hosts CISI Integrity At Work workshop
Jun 09, 2016
CISI helps Manchester students realise their potential for financial services career
Jun 07, 2016
Northumbria University Newcastle Business School partners with the Chartered Institute for Securities & Investment
Jun 06, 2016
CISI Liverpool, Chester and North Wales branch appoints Tilney Fund Manager James Charlton Chartered FCSI as new President
Jun 02, 2016
Yorkshire based Glennan Wealth Management achieves CISI Accredited Financial Planning FirmTM status
May 26, 2016
CISI branch network launches in Essex with The Great EU Referendum Debate
May 26, 2016
CISI says financial planning is for all consumers as practitioners sign up to offer free, professional advice sessions to UK public
May 17, 2016
The CISI Financial Planning Gala Awards 2016 open for entries
May 12, 2016
CISI survey says no to Brexit
May 10, 2016
CISI unites financial planning community to improve the UK's financial fitness
Apr 28, 2016
CISI increases financial planning promotion resource appointing Campbell John Edgar MCSI and Jacqueline Lockie CFP™ Chartered FCSI
Apr 26, 2016
New CISI qualifications launched in UAE to combat financial crime
Apr 21, 2016
Kenya CMA launches international certification for the capital markets industry
Apr 21, 2016
Steve Webb, Former Minister of State for Pensions, to open CISI Annual Financial Planning Conference
Apr 20, 2016
Property wins out over pensions amongst young people, finds poll by MRM & CISI
Apr 20, 2016
Ninety-seven top CISI exam performers from around the world recognised at CISI’s annual awards
Apr 18, 2016
An abolition too far: lack of a central Register to check who is an authorised adviser is causing consumers concern
Apr 07, 2016
CISI Educational Trust awards total of £19K to high flying finance students
Apr 07, 2016
Citywide Financial Partners Surrey achieves CISI Accredited Financial Planning FirmTM status
Mar 23, 2016
CISI comments on The Budget
Mar 18, 2016
CISI response to FAMR recommendations
Mar 15, 2016
Alliance Trust Savings becomes CISI Corporate Member
Mar 10, 2016
Royal London Group becomes CISI Gold Corporate Member
Mar 10, 2016
CISI creates new Head of Financial Planning position to support the profession’s UK growth
Mar 07, 2016
Isle of Man CISI members receive Thomson Reuters Lipper Mutual Funds Flow Update
Mar 01, 2016
Wirral student at LJMU achieves £1,000 CISI Award and is on track for investment management career in the North West
Mar 01, 2016
Bankers pessimistic about pace of culture change in their industry as CISI suggests those undertaking its culture training programme should have the courage to say so
Feb 24, 2016
CISI Guernsey Annual Dinner raises £3,300 for Caritas
Feb 18, 2016
CISI Accredited Financial Planning FirmsTM and members congratulated for achieving awards at the Professional Adviser Awards 2016
Feb 12, 2016
Number Of CFPTM professionals worldwide nears 162,000
Feb 10, 2016
تَنضمُّ شركة سَنتور إلى القائِمة المُتناميّة من داعِمي المعهَد المُعتَمَد للأوراق الماليّة و الاستِثمار
Feb 10, 2016
Centaur Asset Management becomes CISI’s latest corporate supporter
Feb 10, 2016
Alan Dick CFPTM and CISI FP Professional Forum Chair comments on HSBC global retirement report
Jan 27, 2016
CISI announces deal with Chartered Institute of Stockbrokers of Nigeria
Jan 25, 2016
CISI's response to the Treasury/FCA Financial Advice Market Review's call for input
Jan 21, 2016
Financial services industry confidence in UK's economic prospects is falling, says CISI survey
Jan 14, 2016
CISI to offer benchmark financial literacy qualification for Philippine colleges and universities
Jan 14, 2016
5.102 empleados de CaixaBank han conseguido ya el Diploma en Asesoramiento Financiero de la UPF
Dec 21, 2015
CISI, la entidad europea que certifica la integridad y la ética en el sector financiero, abre sede permanente en España
Dec 17, 2015
LEORON Institute partners with the Chartered Institute for Securities & Investment (CISI) in the Middle East
Dec 17, 2015
Celebrating 30 years in UK retail financial services: Keith Churchouse
Dec 15, 2015
CISI East Anglia branch appoints Hargreave Hale manager as new President
Dec 08, 2015
Commercial Bank of Dubai joins leading global banks as a corporate supporter of CISI
Dec 08, 2015
Portability of financial services qualifications on the agenda for 10 ASEAN countries, says CISI
Nov 16, 2015
Government visa cap for skilled non-EU workers will damage UK’s reputation as an international financial services centre, says CISI survey
Nov 11, 2015
CISI appoints first ever Latin American representative
Nov 02, 2015
CISI nombra a su primer representante latinoamericano
Nov 02, 2015
CISI signs Agreement with Society of Technical Analysts
Oct 21, 2015
Demand for Islamic Finance qualifications increases, says CISI
Oct 20, 2015
CISI confirms agreement with Lima Stock Exchange supporting global professional standards in financial services
Oct 14, 2015
CISI describe new FCA Whistleblowing rules (PS 15/24) as “a good start but only half finished” and raise concerns over scope.
Oct 12, 2015
Speech delivered by Richard Wastcoat of CISI at IFP Conference Monday 5 October 2015
Oct 06, 2015
IFP merger with CISI to complete by November
Sep 30, 2015
CISI appoints first ever designated partner university in Cyprus
Sep 22, 2015
City Superwoman Nicola Horlick announced as guest speaker for CISI Isle of Man Annual Dinner 2015
Sep 15, 2015
CISI CEO Simon Culhane launches new ATP HELP University in Malaysia
Sep 10, 2015
Lord Mayor leads City delegation to China and participates in CISI Hong Kong event
Sep 09, 2015
IFP Board votes for proposed merger with CISI
Sep 07, 2015
Proposed Merger of CISI and IFP
Aug 07, 2015
Over 70% of financial professionals believe responsibility lies with individuals not firms to restore the public's trust in financial services
Jul 28, 2015
Colin Anderson appointed CISI Client Relationship Manager Scotland
Jul 23, 2015
Liverpool John Moores University partners with the Chartered Institute for Securities & Investment
Jul 16, 2015
Liver Birds land at the Chartered Institute for Securities & Investment event in Liverpool supporting employability for finance industry’s next generation of talent
Jul 06, 2015
44% of young people who have ever placed a bet have broken the law by gambling under age and technology has helped to normalise gambling in society, says CISI survey
Jul 01, 2015
Majority of financial services professionals believe action NOT required to correct gender imbalance in industry
Jun 23, 2015
CISI response to the Bank of England's Fair and Effective Markets Review
Jun 15, 2015
CISI Response to FCA/PRA Whistleblowing Consultation (FCA CP15/4 and PRA CP6/15)
Jun 11, 2015
Chartered Institute for Securities & Investment response to Governor Carney's Mansion House speech
Jun 10, 2015
Petros Florides Chartered FCSI appointed President of CISI Cyprus
Jun 09, 2015
2015 £2,500 Hoare Nairne Scholarship awarded
Jun 04, 2015
CISI and HELP University Malaysia partnership offers students competitive edge and professional excellence in global financial services market
May 27, 2015
Cardiff promoted to CISI Board members as key business location for financial services sector
May 21, 2015
Frank O'Riordan appointed President of CISI Ireland
May 19, 2015
CISI Sri Lanka partners with CA Sri Lanka for members' competitive edge and professional excellence in jobs market
May 18, 2015
Riyadh Institute of Finance (RIF) appointed by CISI as its official training partner in Saudi Arabia
May 14, 2015
CISI Educational Trust awards total of £18K to high flying finance students
Apr 30, 2015
CISI signs MoU with Egyptian capital markets regulator to enhance professionalism
Apr 07, 2015
On no account are new bank charges wanted, says CISI survey
Apr 07, 2015
CISI announces cooperation with Philippines Securities and Exchange Commission (SEC)
Mar 12, 2015
FCA life ban for Jonathan Burrows is disproportionate and sends the wrong message, says CISI
Mar 12, 2015
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