Elevate Your Career with CISI and Inflection Point Intelligence (IPI)

The Chartered Institute for Securities & Investment (CISI) and Inflection Point Intelligence (IPI) have partnered together to offer world-class CISI membership for participants in IPI’s Asset Management Programmes. Through this exciting partnership, you’ll have the opportunity to gain access to lifelong learning, invaluable networking, and the chance to become part of a global community of over 54,000 CISI members. Watch the welcome message from CISI CEO Tracy Vegro OBE and IPI MD Anna Stephenson as they share insights on this collaboration and what it means for you.



How to Take Advantage of the IPI x CISI Partnership

IPI programme participants receive 1-year sponsored CISI membership at Affiliate, Associate or Member levels completely free of charge.

Enrol on one of IPI's flagship programmes and then apply for membership to the CISI using IPI's dedicated partner route below. Send your confirmation of CISI membership to Lisa So for your 1-year membership fee to be reimbursed to you by IPI.

Existing CISI members who enrol in IPI's qualifying programmes will have the option to renew their membership for 1-year free of charge at time of renewal - contact Lisa So for more information.

VIsit IPI website

How to claim your discount on CISI membership

Through the CISI x IPI partnership, the CISI joining fee (up to £55) will be waived, and IPI will fully reimburse your first-year membership fee if you are enrolled in an eligible programme.

Step 1: Check Your Eligibility
Visit the CISI Membership Navigator to determine which level of membership you qualify for.
Step 2: Submit Your Membership Application
Complete the CISI membership application process.
Step 3: Waive the Joining Fee
Contact Lisa So at IPI for your exclusive discount code to waive the CISI joining fee (up to £55) during checkout.
Step 4: Claim Your Reimbursement
Once your CISI membership is confirmed, contact Lisa So at IPI to request reimbursement for your membership fee if you are on an eligible programme.*

*Eligible IPI programmes are:
  • The Henley Family Office Programme (an executive education programme from Henley Business School)
  • The Henley Executive Hedge Fund Programme (an executive education programme from Henley Business School)
  • The Private Equity Learning Pathway


Levels of CISI Membership

Building a strong professional network opens doors to new opportunities, industry insights, and career growth. Being part of a supportive community fosters collaboration, continuous learning, and the exchange of valuable knowledge. CISI membership connects you with a global network of over 54,000 professionals, providing exclusive access to events, resources, and industry leaders to support your professional development.

LevelOverviewRequirements
StudentFor non-CISI members who are studying for CISI qualifications. When you book a CISI exam, you will receive free Student membership for one year, or until you finish your qualification. Student membership is granted after booking a CISI exam
AffiliateFor anyone interested in financial services, whether you are new or experienced.No prior experience or qualifications required.
Associate (ACSI)For members with experience of the profession and looking to progress to senior positions.Minimum of a qualifying level CISI qualification, or an equivalent qualification from another professional body.
Member (MCSI)For members with significant experience of the profession and currently in or looking to progress to senior positions.CISI level 6/7 qualification or an equivalent qualification from an external professional body, or significant experience in the industry.
Chartered Member (Chartered MCSI)For senior professionals, with extensive knowledge of the profession.Combination of qualifications and a consistent record of continuing professional development (CPD).
Chartered Fellow (Chartered FCSI)The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.Combination of specific qualifications and a consistent record of continuing professional development (CPD).

Membership benefits

Learning Platform

Our innovative and cutting-edge Learning Platform seamlessly integrates the entire spectrum of CISI CPD resources into one convenient place. Access a variety of content, such as videos and podcasts, elearning modules, articles and much more.

CPD Scheme and Log

Record, evidence, and track your professional development to meet regulatory requirements and view your progress. All CISI CPD resources are automatically recorded in your personal CPD log.

Membership Designations

Showcase your achievements and increase your competitive edge with membership designations, which can be used after your name. Available for CISI members at Associate grade or higher.

Member Badges

Proudly display your membership or qualification achievements with exclusive badges on your digital and printed material, such as your email signature or business cards.

Events, Webinars and Networking

Enjoy hundreds of in-person and online events with expert insight covering the latest topics and trends in financial services. Meet local members and grow your personal network, giving you access to new opportunities.

MyCISI Rewards

Save money on your shopping with a selection of retail cashback and offers, win prizes with competitions and enjoy wellness benefits as part of your CISI membership.

Mentoring Scheme

Develop your skills and enhance your career by sharing knowledge and experience through our mentoring scheme. Whether you want to be a mentor or mentee, you can empower yourself and others.

Professional Forums

Come together to share knowledge, insights and wisdom related to your profession. Enjoy carefully curated content and network with others who share your interests.

MyCISI Member App

Our award-winning mobile app brings all your membership benefits to your fingertips. Access all the benefits you enjoy with the touch of a button.

Who is the CISI?

The Chartered Institute for Securities & Investment (CISI) is a global professional body that sets the highest standards of professional excellence in a broad range of financial services disciplines. For over 30 years, we have been championing integrity, raising individual standards of knowledge, skills and behaviour in the UK and internationally, and working to enhance public trust and confidence in financial services ever since we emerged from the London Stock Exchange in 1992. Our membership offers a best-in-class continuous personal development programme, networking, and events that enable flexible learning to enhance career progression. We also offer a breadth of choice of internationally recognised and respected highest-quality qualifications.

Ready to join our global community?

Join 54,000+ members at one of the world’s leading financial services membership bodies.

Become a member Explore our membership benefits