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https://www.cisi.org/cisiweb2/cisi-website/networking-events?utm_source=autocomms&utm_medium=email&utm_campai...
Submission: On March 05 via api from OM — Scanned from GB
Submission: On March 05 via api from OM — Scanned from GB
Form analysis
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<ul class="nav navbar-nav">
<!-- Menu item 1 - Study with us -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/study-with-us" class="dropdown-toggle visible-lg-block">Qualifications & Assessments</a>
<a href="#" data-toggle="dropdown" class="dropdown-toggle hidden-lg">Qualifications & Assessments</a>
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<li>
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<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro qualifications">
<h2> Studying with the CISI </h2> 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. <br>
<br>
<a href="/cisiweb2/cisi-website/study-with-us" class="btn btn-default" role="button">Find out more</a>
<br>
<br>
<h3> Already studying? </h3>
<br>
<a href="/cisiweb2/cisi-website/study-with-us/exam-booker?page=examshop" class="btn btn-default">Book your exam</a>
<a href="/cisiweb2/mycisi-pages/before-your-exam" class="btn btn-default" role="button">Access MyStudy</a>
<a href="/cisiweb2/mycisi-pages/account-activity#qualifications" class="btn btn-default" role="button">View your results</a>
<br>
<br>
<br>
<br>
<br>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
<ul class="col-lg-4 list-unstyled">
<li>
<span class="sectionTitle">Getting started</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us">View all our qualifications</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/qualifications-navigator">Which qualification is right for me?</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Qualification pathways</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/capital-markets">Capital Markets & Corporate Finance</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/compliance-risk">Compliance & Risk</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning">Financial Planning</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/islamic-finance">Islamic Finance</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/operations">Operations</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/wealth-retail">Wealth Management</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/responsiblefinance">Green, Sustainable & Responsible Finance</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Professional Assessments</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/corporate-cyber-security-professional-assessment">Corporate Cyber Security</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/financial-planning-practice">The Practice of Financial Planning</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment">Sustainable and Responsible Investment</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/vulnerablecustomers">Vulnerable Customers</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/anti-money-laundering-pk-professional-assessment">Pakistan Anti-Money Laundering/Counter-Terrorism Financing</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/Certificate-in-Ethical-Artificial-Intelligence">Certificate in Ethical Artificial Intelligence</a>
</li>
<li>
<a href="/cisiweb2/cisi-elearning/cisipan">Login to access your Professional Assessments</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li>
<span class="sectionTitle">Study support</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/getting-started/study-support">What resources we offer</a>
</li>
<li>
<a href="/cisiweb2/cisi-elearning/cisire">Revision Express</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/candidate-update">Candidate Update</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/getting-started/accredited-training-partners">Accredited Training Partners</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Next steps</span>
</li>
<li>
<a href="/cisiweb2/shop/exam-shop">Book your exam</a>
</li>
<li>
<a href="/cisiweb2/shop/learning-materials">Buy your learning materials</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/getting-started/price-list">Price list</a> | <a href="/cisiweb2/cisi-website/study-with-us/getting-started/exam-dates">Exam dates</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/getting-started/exam-venues">Test centres</a> | <a href="/cisiweb2/cisi-website/study-with-us/remote-invigilation">Remote exams</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionD">Exemptions</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/mycisi-pages/account-activity#qualifications">View your results</a>
</li>
</ul>
<ul class="col-lg-4 list-unstyled">
<li>
<span class="sectionTitle">Policies & procedures</span>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures">View all qualification policies</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionB">Results & performance reviews</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionC">Certificates</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/about-us/feedback">Feedback and complaints</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/study-with-us/qualifications-policies-procedures#sectionF">English language requirements</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Financial services specialists</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/financial-services-specialists">Find out how you can contribute</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
<!-- Menu item 2 - Join us -->
<li class="dropdown yamm-fw">
<a href="/cisiweb2/cisi-website/join-us/membership/" class="dropdown-toggle visible-lg-block">Membership & SPS</a>
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<li>
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<div class="yamm-content">
<div class="row">
<div class="col-lg-4 visible-lg-block menuIntro membership">
<h2>Why join the CISI? </h2> As a member of a Chartered professional body you will benefit from an enhanced status in the financial services profession globally. <br>
<br> 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. <br>
<br>
<a href="/cisiweb2/cisi-website/join-us/membership#join" class="btn btn-default" role="button">Join now</a>
<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD" class="btn btn-default" role="button">Become Chartered</a>
<br>
<a href="/cisiweb2/cisi-website/join-us/cisi-member-directory" class="btn btn-default" role="button">Member directory</a>
<br>
<br>
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<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
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<li>
<span class="sectionTitle">Getting started</span>
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<a href="/cisiweb2/cisi-website/join-us/membership/">Thinking of joining the CISI?</a>
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<a href="/cisiweb2/cisi-website/join-us/membership-benefits">Membership benefits</a>
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<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership">Grades of membership</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD"> Individual Charter</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/membership/chartered-wealth-manager">Chartered Wealth Manager</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/cisi-chartered-firm">CISI Chartered Firm™</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning#cfpSection">CERTIFIED FINANCIAL PLANNER <sup>TM</sup>
</a>
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<a href="/cisiweb2/cisi-website/misc-pages/professionalism">Certificate of professionalism</a>
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<span class="sectionTitle subSectionTitle">How to join</span>
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<a href="/cisiweb2/cisi-website/join-us/membership-application-form">New member applications</a>
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<a href="/cisiweb2/cisi-website/join-us/membership/membership-fees">Membership fees</a>
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<span class="sectionTitle">Rules & regulations</span>
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<a href="/cisiweb2/cisi-website/join-us/membership-rules-regulations">Full membership rules & regulations </a>
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<a href="/cisiweb2/cisi-website/cpd/what-is-cpd">CPD requirements</a>
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<a href="/cisiweb2/cisi-website/join-us/membership/integrity-requirements">Integrity requirements</a>
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<a href="/cisiweb2/cisi-website/join-us/cisi-member-directory">Search and view CISI member profiles</a>
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<a href="/cisiweb2/wayfinder/home">Find a Financial Planner near you</a>
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<span class="sectionTitle subSectionTitle">MyCISI Member App</span>
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<a href="/cisiweb2/cisi-website/mycisi-app">Download the app now <span class="new menuNew">NEW</span>
</a>
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<li>
<span class="sectionTitle">SPS</span>
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<a href="/cisiweb2/cisi-website/join-us/sps/apply-for-an-sps"> Apply for an SPS</a>
</li>
<!-- <li><a href="/cisiweb2/cisi-website/join-us/sps/renew-your-statement-of-professional-standing">
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<a href="/cisiweb2/cisi-website/join-us/sps/cisi-sps-register">SPS register</a>
</li>
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<a href="/cisiweb2/cisi-website/join-us/sps/non-fca-jurisdictions">Non-FCA jurisdictions</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/sps/rdr-background-information">RDR background information</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/sps/gap-fill-guidance">Gap-fill guidance</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/firm-reporting-of-fca-breaches-new">Firm Notifications</a>
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<h2> Continuing Professional Development </h2> Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession. <br>
<br> At the CISI, we are committed to providing all members with the tools needed to comply with the regulator's rules. <br>
<br>
<a href="/cisiweb2/en/cpd/my-cpd" class="btn btn-default" role="button">Log in to view your CPD record</a>
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<a href="/cisiweb2/cisi-website/cpd/what-is-cpd">What does it mean for me?</a>
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<a href="/cisiweb2/cisi-learning">CISI Learning Platform <span class="new menuNew">NEW</span>
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<a href="/cisiweb2/cisi-website/cpd/what-is-cpd/cpd-opportunities-with-the-cisi"> CPD opportunities with the CISI</a>
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<a href="/cisiweb2/cisi-website/cpd/how-to-meet-your-ethics-requirements">How to meet your ethics requirements</a>
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<span class="sectionTitle subSectionTitle">Trending topics</span>
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<a href="/cisiweb2/cisi-website/responsiblefinance">Green, Sustainable & Responsible Finance</a>
</li>
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<a href="/cisiweb2/cisi-website/study-with-us/financial-planning/why-study-financial-planning#cph_main_cph_main_C010_Col00">Financial Planning</a>
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<a href="/cisiweb2/cisi-website/cpd/fintech-future">Navigating the world of Fintech <span class="new menuNew">NEW</span>
</a>
</li><a href="/cisiweb2/cisi-website/cpd/fintech-future">
</a>
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</a><a href="/cisiweb2/cisi-website/misc-pages/wealthcampaign?utm_source=knowingwhenflyer&utm_campaign=knowingwhenflyer&utm_term=knowingwhenflyer&utm_content=knowingwhenflyer">Wealth Management</a>
</li>
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<span class="sectionTitle">CISI CPD resources</span>
</li>
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<a href="/cisiweb2/shop/events"> CPD Events Programme - watch live webcasts, wherever you are</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/getting-started/professional-refresher"> Professional Refresher - Over 200 elearning modules</a>
</li>
<li>
<a href="/cisiweb2/cisi-news/the-review">
<em>The Review</em> - Members' online magazine </a>
</li>
<li>
<a href="/cisiweb2/mycisi-pages/cisi-tv"> CISI TV - Watch events on demand</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/corporate-cyber-security-professional-assessment">Professional Assessment - Corporate Cyber Security</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/sustainable-and-responsible-investment-professional-assessment">Professional Assessment - Sustainable and Responsible Investment</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/study-with-us/professional-assessments/vulnerablecustomers">Professional Assessment - Vulnerable Customers</a>
</li>
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<a href="/cisiweb2/cisi-website/mycisi-app" target="_blank">Download the MyCISI member app <span class="new menuNew">NEW</span>
</a>
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<li>
<span class="sectionTitle">Regulatory requirements</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/misc-pages/esma-mifid-ii">MiFID II guidance</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/cpd/insurance-distribution-directive">Insurance Distribution Directive (IDD) guidance</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/cpd/pensions-transfer-advice">Pensions Transfer Advice</a>
</li>
</ul>
</div>
</div>
</div>
</li>
</ul>
</li>
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<div class="col-lg-5 visible-lg-block menuIntro events">
<h2> Events programme </h2> 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. <br>
<br>
<a href="/cisiweb2/shop/events" class="btn btn-default" role="button">View all upcoming events</a>
<a href="/cisiweb2/shop/my-events" class="btn btn-default" role="button">View your booked events</a>
<br>
<br>
<br>
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<span class="sectionTitle">Networking & events</span>
</li>
<li>
<a href="/cisiweb2/shop/events"> View all our events</a>
</li>
<!--<li><a href="/cisiweb2/cisi-website/networking-events">
Find out what events we offer</a></li>-->
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<a href="/cisiweb2/cisi-website/networking-events/professional-forums/financial-planning-forum"> Financial Planning Forum</a>
</li>
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<a href="/cisiweb2/shop/events?title=masterclass"> Masterclasses</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/young-professionals-network"> Young Professionals' Network</a>
</li>
<li>
<a href="/cisiweb2/shop/events?category=11"> Partner events</a>
</li>
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<a href="/cisiweb2/shop/my-events"> View my booked events</a>
</li>
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<a href="/cisiweb2/cisi-website/networking-events/event-cisitv-terms-and-conditions"> Event terms & conditions</a>
</li>
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<li>
<span class="sectionTitle">Conferences</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/networking-events/conferences/the-afpf-conference-2024" target="_blank">AFPF Conference 2024</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/networking-events/conferences/fpc24/" target="_blank">The Financial Planning Conference 2024</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/networking-events/conferences/the-paraplanner-conference-2024" target="_blank">The Paraplanner
Conference 2024</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">External CPD resources</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/cpd/what-is-cpd/external-cisi-endorsed-cpd-providers"> Externally recognised activities and events</a>
</li>
</ul>
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</div>
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<div class="col-lg-4 visible-lg-block menuIntro ethics">
<h2> Integrity & ethics </h2> The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour. <br>
<br> In each of these areas the CISI has developed products and services where the highest standards of integrity are embedded and regularly tested. <br>
<br>
<a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism" class="btn btn-default" role="button">Find out more</a>
</div>
<div class="col-sm-12 col-md-12 col-lg-8 menuSection">
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<li>
<span class="sectionTitle">Upholding professional standards</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism">Promoting Professionalism</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct" target="_blank"> Code of Conduct</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/promoting-professionalism/bonus-policy"> Bonus policy</a>
</li>
<li>
<a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#complaints">Complaint Form & Procedure</a>
</li>
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<a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#process">Disciplinary Process</a>
</li>
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<a class="tabMenuLink" href="/cisiweb2/cisi-website/integrity-ethics/code-of-conduct#findings">Disciplinary Findings</a>
</li>
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<li>
<span class="sectionTitle">IntegrityMatters product suite</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite"> IntegrityMatters</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#workshop"> Integrity at Work - Interactive Workshop</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite/speak-up"> Speak Up</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#professionalRefresher"> Professional Refresher</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#debate">Annual Integrity Event</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/integritymatters-product-suite#iaw"> Integrity at Work in Financial Services - publications</a>
</li>
</ul>
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<li>
<span class="sectionTitle">Corporate Supporters</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/corporate-supporters">View our current Corporate Supporters</a>
</li>
<!--<li><span class="sectionTitle subSectionTitle">Investing in Integrity</span></li><li><a href="/cisiweb2/cisi-website/integrity-ethics/investing-in-integrity">Our partnership with IBE</a></li>-->
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<h2>Schools, colleges & universities </h2> 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. <br>
<br>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/get-into-finance" class="btn btn-default" role="button">Find out more</a>
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<li>
<span class="sectionTitle">Schools and Colleges</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges"> Why work with the CISI?</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges#sectionA2" target="_top">Level 2 award</a>
</li>
<!--<li><a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges#sectionC"
target="_top">Level 3 diploma</a></li>-->
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/schools-colleges/apprenticeships"> Apprenticeships</a>
</li>
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<span class="sectionTitle">Universities</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/universities">Undergraduate</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/universities#postgraduate"> Postgraduate</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Careers in Finance</span>
</li>
<li>
<a href="/cisiweb2/careers-in-finance/homepage/"> Find out about the different careers in finance</a>
</li>
</ul>
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<li>
<span class="sectionTitle">CISI Educational Trust</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/schools-colleges-universities/educational-trust"> What is the trust?</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/press-release/2017/03/02/cisi-educational-trust-awards-totalling-17-500-announced"> Educational Trust awards</a>
</li>
<li>
<a href="/cisiweb2/cisi-news/the-review-article/cisi-awards-2018-19-chartered-wealth-manager-scholarship-of-2-500"> Hoare Nairne Scholarship</a>
</li>
</ul>
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<div class="col-lg-4 visible-lg-block menuIntro aboutUs">
<h2> About us </h2> 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. <br>
<br>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. <br>
<br>
<a href="/cisiweb2/cisi-website/about-us" class="btn btn-default" role="button">Find out more</a>
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<span class="sectionTitle">About the CISI</span>
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<a href="/cisiweb2/cisi-website/about-us">Who we are</a>
</li>
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<a href="/cisiweb2/cisi-website/about-us/where-we-are">Where we are</a>
</li>
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<a href="/cisiweb2/cisi-website/contact-us">Contact us</a>
</li>
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<a href="/cisiweb2/cisi-website/about-us/feedback">Feedback and complaints</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us#royalCharter">Royal Charter</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/integrity-ethics/corporate-supporters">Corporate Supporters</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/financial-planning-corporate-members">Financial Planning Corporate Supporters</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/accredited-financial-planning-firms">Accredited Financial Planning Firms <sup>TM</sup>
</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/cisi-chartered-firm">CISI Chartered Firm™</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/volunteers">Volunteering at the CISI</a>
</li>
<!--<li><a href="">Vacancies</a></li>-->
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<span class="sectionTitle">Careers</span>
</li>
<li>
<a href="https://www.cisi.org/cisiweb2/cisi-website/work-for-us">Work at the CISI</a>
</li>
<li>
<a href="https://cisi.careerwebsite.com/" target="_blank">CISI Member Job Board</a>
</li>
<li>
<a href="https://cisi.careerwebsite.com/employer/pricing/?msessid=dryim" target="_blank">List your vacancies</a>
</li>
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<span class="sectionTitle">Media</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/press-releases">Press releases</a>
</li>
<li>
<span class="sectionTitle subSectionTitle">Corporate governance</span>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us#reportAccounts">Report & accounts</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/cisi-board-of-directors">Board of directors</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/cisi-committees">CISI committees</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/about-us/terms-conditions">Privacy policy, Terms and Conditions</a>
</li>
<!--<li><a href="https://www.cisi.org/cisiweb2/docs/default-source/cisi-website/governance-manual.pdf?sfvrsn=76c9d262_2">Governance Handbook</a></li>-->
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Skip To The Main Content Sign in | 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 * 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 * Certificate of professionalism * 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 * AFPF Conference 2024 * The Financial Planning Conference 2024 * The Paraplanner Conference 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 * Apprenticeships * 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 * 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 NETWORKING & EVENTS We offer an extensive programme of events in London, regionally and internationally. These events keep you up to date with the latest insights and developments in financial services and allow you to network with like-minded professionals to build your professional network. HEAR EXPERT INSIGHT AND NETWORK WITH PROFESSIONALS We run over 500 events throughout the year for both members and non-members which include conferences, CPD events, networking events, live webcasts, masterclasses and professional forums and interest groups. CONFERENCES Professional conferences held across multiple days which includes first-class content from the profession’s leading figures and plenty of CPD View the calendar CPD EVENTS Maintain and develop your expertise with our extensive programme of CPD events across the globe View the calendar SOCIAL & NETWORKING EVENTS All of our events have an element of networking to them. These events are specifically designed to help you build your network and meet other CISI members View the calendar LIVE WEBCASTS Watch presentations by practitioners from across the profession, live, from wherever you are View the calendar PROFESSIONAL FORUMS Professional forums and interest groups bring together professionals who share the same interest within the profession View the calendar MASTERCLASSES These masterclasses provide an intimate networking and learning environment for our most senior members View the calendar MISSED AN EVENT? If you can’t make it to an event you can catch up on CISI TV where a selection of our most popular CPD events are available to our members to watch online, anywhere, anytime. CISI TV is available on computers, tablets and smartphones and records CPD for you automatically. Catch up now with CISI TV Close Study with us Join us Jobs Member directory Contact us Press releases Feedback 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.” * Navigation * Study with us * Join us * CPD * Networking & events * Integrity & ethics * Schools, colleges & universities * About us * MyCISI * CISI Learning Platform * Useful Links * Book your exam * Price list * Apply for an SPS * Renew your SPS * Upgrade to or transfer your Chartership * Member directory * Professional Refresher * Contact us * Exam venues * Feedback and complaints * Information * Press releases * Work for us * Find your next role * Royal Charter * Report and accounts * Privacy policy, Terms and Conditions Copyright © Chartered Institute for Securities & Investment 2024. 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 FAQs Chat with us Drag Here to Send Hi! Enter in your info anytime right here. ✘ ✘ ✘ ✘ Chat with us