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"The scientists have done their job, now it's time for financial services to do ours"
George Littlejohn, Chartered MCSI
a COP26 special
As the leading body for financial services professionals, you can see our wealth of insightful sustainable and responsible finance learning materials for those working in and interested in financial services.

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Online learning
Our cutting-edge elearning tool, Professional Refresher, is designed to refresh or develop your knowledge on a variety of topics, all achievable during your lunch break or commute.
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
CISI TV
Build new skills and shine a spotlight ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.
Qualifications & Assessments
Essential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.
  • Join the UK's top financial planners at The Financial Planning Gala Awards Dinner to celebrate your profession and this year's outstanding achievements.

  • New mentoring platform for all CISI Members

    Join today and learn from, or support, other members in our professional community

    Find out more
  • A first of its kind financial planning event

    5 October 2022

    Camp and Furnace, Liverpool

    Hosted together with

    Find out more
  • Professional Refresher

    Enhance the knowledge you have gained from attending CPD events using our elearning tool. Popular modules include:

  • Show your credentials!

    Display your achievements as a CISI member and differentiate yourself from your peers

    Download your member badge
  • The Practice of Financial Planning

    Route to CERTIFIED FINANCIAL PLANNER™ certification
    for CII Chartered Financial Planners

    Our new pathway has been specifically designed to offer holders of the CII Advanced Diploma in Financial Planning and CII Chartered Financial Planners a streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™ professional, without the constraints of a formal examination.

    Find out more
  • Celebrating 30 years of the CISI

    Supporting financial professionals to progress to the highest standard of excellence with CISI qualifications and membership

    Find out more
  • Corporate Cyber Security

    Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

    Learn more
  • Welcome to the CISI

    The Professional Body of Choice for the Financial Services Profession

    The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.

45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

Quick survey

A recent report on menopause in the workplace showed that financial services firms are losing women from their pipelines of senior leaders because of a lack of workplace support for those women going through menopause.

Do you believe this is or has been an issue in your firm?

Which of the following measures has your firm put in place, or is working to put in place, to counter this reported lack of support (tick all that apply)

Your local office

Chartered Institute for Securities & Investment
20 Fenchurch street
London
EC3M 3BY

+44 20 7645 0777
customersupport@cisi.org