How can the CISI help your organisation?

The CISI works with organisations of all sizes worldwide to support you in meeting your objectives.

Our strong links to regulators and governments allow us to stay ahead of the latest developments in the financial services industry. Thousands of organisations across the world trust us to work with them to help meet their requirements – whether that is through benchmarking competency with world-renowned CISI qualifications, upskilling staff on the latest financial services through CPD and learning or working towards achieving Chartered or Accredited status.

We will work with you to provide bespoke, practical, and affordable solutions through globally recognised CISI membership, learning, and qualifications. We can also help you reduce the administrative burden when evidencing your compliance with regulatory requirements through our Superuser tools.

Whatever your goals are, we are here to support your organisation every step of the way.

Chartered Firms

Chartered Firms exemplify the highest levels of trustworthiness and professionalism expected from the sector. Find out how you can achieve Chartered Firm status.

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Accredited Financial Planning Firms™ (AFPF)

Accredited Financial Planning Firms are recognised as some of the most trusted financial planning organisations in the UK. Find out how you can achieve AFPF status.

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Corporate Supporters

Corporate Supporters are organisations who share our commitment to the highest standards of professionalism. Find out how to become a Corporate Supporter.

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Financial Planning Corporate Supporters

Financial Planning Corporate Supporters contribute to our comprehensive financial planning offering. Find out how to become a Financial Planning Corporate Supporter.

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Endorsed CPD Accreditation

Our Endorsed CPD service formally accredits CPD activities from firms that have met our rigorous quality and relevance checks.

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Contact us about how we can help your organisation

Want to know more about how the CISI can support your organisation? Discuss your needs with us.

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