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  • 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.

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  • 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.

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      • Getting started
      • Thinking of joining the CISI?
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  • 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.

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      • CPD with the CISI
      • What does it mean for me?
      • CPD opportunities with the CISI
      • How to meet your ethics requirements
      • Trending topics
      • Green, Sustainable & Responsible Finance
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      • Navigating the world of Fintech NEW
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      • CPD Events Programme - watch live webcasts, wherever you are
      • Professional Refresher - Over 200 elearning modules
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      • Professional Assessment - Corporate Cyber Security
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      • Regulatory requirements
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  • 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


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      • Accredited Financial Planning Firms™ Conference 2023 - 9 March
      • The Paraplanner Conference 2023 - 18 May
      • The Financial Planning Conference 2023 - 3-4 Oct
      • External CPD resources
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  • 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.

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      • Upholding professional standards
      • Promoting Professionalism
      • Code of Conduct
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      • 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 moreGet into finance
      • Schools and Colleges
      • Why work with the CISI?
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      • What is the trust?
      • Educational Trust awards
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  • 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


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  • 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

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Whether you are looking to start your career, change professions or find qualified professionals within the financial services sector for your vacancies, we can help.

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Our purpose:
“To champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.”
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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 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.
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