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CISI Financial Services Professional BodyCISI, Chartered Institute for Securities and Investment, professional body, chartered, exams, institute, finance, examination, finance exams, qualifications, professional qualifications, jobs, stockbroker, LSE, stock exchange, training, compliace, investment, securities, graduate in finance, student, education, study, studies, jobs, professional, certified, integrity, fca, ifp, cfa, banking, choose chartered, charteredHomepage for the Chartered Institute for Securities & Investment (CISI) who are the leading professional body for securities & investment practitioners. Our 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.CISI Financial Services Professional Body Skip To The Main Content   Sign in Register Shop Sign in Register Shop 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. Find out more Already studying? Book your exam Access MyStudy View your results Getting started View all our qualifications Which qualification is right for me? Qualification pathways Capital Markets & Corporate Finance Compliance & Risk Financial Planning Islamic Finance Operations Wealth Management Green, Sustainable & Responsible Finance Professional Assessments Corporate Cyber Security The Practice of Financial Planning Sustainable and Responsible Investment Vulnerable Customers Pakistan Anti-Money Laundering/Counter-Terrorism Financing Certificate in Ethical Artificial Intelligence Login to access your Professional Assessments Study support What resources we offer Revision Express Candidate Update Accredited Training Partners Reasonable Adjustments Next steps Book your exam Buy your learning materials Price list | Exam dates Test centres | Remote exams Exemptions View your results Policies & procedures View all qualification policies Results & performance reviews Certificates Feedback and complaints English language requirements Financial services specialists Find out how you can contribute 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. Join now Become Chartered Member directory Getting started Thinking of joining the CISI? Membership benefits Grades of membership Individual Charter Chartered Wealth Manager CISI Chartered Firm™ CERTIFIED FINANCIAL PLANNER TM How to join New member applications Membership fees Other application forms Rules & regulations Full membership rules & regulations CPD requirements Integrity requirements Disciplinary Process Member directory Search and view CISI member profiles Find a Financial Planner near you MyCISI Member App Download the app now NEW SPS Apply for an SPS SPS register Non-FCA jurisdictions RDR background information Gap-fill guidance Firm Notifications 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. Log in to view your CPD record CPD with the CISI What does it mean for me? CISI Learning Platform NEW CPD opportunities with the CISI How to meet your ethics requirements Trending topics Green, Sustainable & Responsible Finance Financial Planning Navigating the world of Fintech NEW Wealth Management CISI CPD resources CPD Events Programme - watch live webcasts, wherever you are Professional Refresher - Over 200 elearning modules The Review - Members' online magazine CISI TV - Watch events on demand Professional Assessment - Corporate Cyber Security Professional Assessment - Sustainable and Responsible Investment Professional Assessment - Vulnerable Customers Download the MyCISI member app NEW Regulatory requirements MiFID II guidance Insurance Distribution Directive (IDD) guidance Pensions Transfer Advice 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 Networking & events View all our events Professional Forums & Interest Groups Financial Planning Forum Masterclasses Young Professionals' Network Partner events View my booked events Event terms & conditions Conferences The Financial Planning Conference 2024 The Financial Planning Awards 2024 External CPD resources Externally recognised activities and events 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. Find out more Upholding professional standards Promoting Professionalism Code of Conduct Bonus policy Complaint Form & Procedure Disciplinary Process Disciplinary Findings IntegrityMatters product suite IntegrityMatters Integrity at Work - Interactive Workshop Speak Up Professional Refresher Annual Integrity Event Integrity at Work in Financial Services - publications Corporate Supporters 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 more Schools and Colleges Why work with the CISI? Level 2 award Universities Undergraduate Postgraduate Careers in Finance Find out about the different careers in finance CISI Educational Trust What is the trust? Educational Trust awards Hoare Nairne Scholarship 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 About the CISI Who we are Where we are Contact us Feedback and complaints Royal Charter Corporate Supporters Financial Planning Corporate Supporters Accredited Financial Planning Firms TM CISI Chartered Firm™ Volunteering at the CISI Consultation Responses Diversity, equity & inclusion Careers Work at the CISI CISI Member Job Board List your vacancies Media Press releases Corporate governance Report & accounts Board of directors CISI committees Privacy policy, Terms and Conditions 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 Account details MyCISI homepage Account details Account activity & Results Communication preferences Results preferences CPD & Learning Learning Platform NEW CISI TV Professional Refresher Professional Assessments The Review - Members' online magazine Access your CPD record Completing your CPD Auditing your CPD Endorsed 3rd party CPD Member Benefits Download the MyCISI member app MyCISI Rewards NEW IntegrityMatters My Events Membership badges Digital membership card SMCR Toolkit Mental Health toolkit CISI Mentoring Scheme Exam study support Revision Express Before your exam On the day After your exam Professional Assessments Learning Platform Learning Platform   "The scientists have done their job, now it's time for financial services to do ours"George Littlejohn, Chartered MCSIa COP26 specialAs 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.View our whole offering Close this overlayOnline learningOur 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.GreenwashingResponsible and Sustainable Investment Funds and the Equity MarketsEnvironmental, social and governance investingThe Review Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.Five innovations accelerating responsible financeImpact measurement in private equity – cutting through the complexityMaking homes greenerCISI TVBuild new skills and shine a spotlight ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.Investing in the future: enabling decarbonisationDemystifying impact investing: Most common myths discussedWhat does impact investing mean for you and your clientsQualifications & AssessmentsEssential learning on all things relating to sustainable and responsible investment with our short online course or enhance your credibility with these global qualifications.Sustainable and Responsible Investment - Professional AssessmentGreen and Sustainable Finance Certificate - Level 4 examClimate Risk Certificate - Level 5 exam Enter this week’s challenge CongratulationsThe CISI congratulates the Summer 2024 achievers of our higher level narrative examinations Read the full listing Have you renewed your CISI membership?CISI membership renewals for the 2024/25 year are now overdue.Don't lose access to all your first-class membership benefits.You can easily renew online by card via MyCISI. Renew now Tuesday 15 – Wednesday 16 October Emirates Old Trafford Cricket Ground,Talbot Rd, Manchester M16 0PX Book your place now Certificate in Ethical Artificial Intelligence (AI)If you’re in search of a jargon-busting course that not only delves into the core definitions and global developments in the field of AI but also explores its ethical dilemmas and what they mean for financial services, as well as the responses of regulators, this new certificate offers an outstanding overview. Find out more and purchase this course UNDERSTANDING WELLBEING AND ADDICTIONResources to boost your brainWe have collaborated with Synergy Health to offer you online learning modules to help inform you about mental health and ways to tackle addiction. Find out more Welcome to the CISIThe 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. Study with us Our qualifications, developed by practitioners for practitioners, will equip you with the practical knowledge you need to do your job, whether you are starting out in the profession, or you’re looking to specialise in a chosen discipline. Study with us Join us CISI membership is a compelling marker of professionalism in the financial services sector. Joining us shows colleagues, clients and the wider professional sphere that you are committed to the highest standards of knowledge, skills and behaviour. Join us MyCISI Log in to MyCISI, your personal online portal, to access your membership benefits, check exam information and results, keep track of your CPD record, view your local CISI branch, update your details and more. Log in to MyCISI 50,000 Members in over 100 countries Over 40,000 Exams taken in 81 countries News, insight & analysis View the Review XIf you would like to talk to us about any membership enquiries you can contact our dedicated teamsGeneral Membership Enquiries Contact our Customer Support team Customer.Support@cisi.org Membership for Financial Planners Speak to Christopher Morris, our Deputy Head of Financial Planning Christopher.Morris@cisi.org News & Press Servo Private Wealth achieves CISI Chartered Firm™ status Sep 23, 2024, 10:47 AM by Lora Benson Full story CISI Future Foundation September UK grant application window now open Sep 16, 2024, 07:22 AM by Lora Benson Full story AHR Dubai achieves CISI Chartered Firm™ status Sep 10, 2024, 11:01 AM by Lora Benson Full story FINSIA and CISI work together to enhance Australasian financial services sector’s ethical AI skills Sep 8, 2024, 01:00 AM by Lora Benson Full story Daniel Ogier-Keltie ACSI announced as Guernsey branch president Aug 12, 2024, 09:47 AM by Lauren Johnson Full story ZCAS University Lusaka achieves CISI accreditation to enhance skills for Zambian capital markets professionals Jul 23, 2024, 09:28 AM by Lora Benson Full story Your local office Chartered Institute for Securities & Investment 20 Fenchurch street London EC3M 3BY +44 20 7645 0777 customersupport@cisi.org Close Study with us Join us Jobs Member directory Contact us Press releases Feedback Contact us | Price list | Privacy policy | About us | Work with us | Complaints & Feedback | Press & Media 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. × Close We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our cookie policy. × Close Welcome to the CISI Learning Platform We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual. With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.  Start learning   Give me a guided tour   FAQs Help and support Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.  Take a guided tour of the learning platform   View our FAQsenenhttps://cisi.org

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