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Submitted URL: http://cisi.org/
Effective URL: https://www.cisi.org/cisiweb2/
Submission: On March 07 via api from US — Scanned from GB
Effective URL: https://www.cisi.org/cisiweb2/
Submission: On March 07 via api from US — Scanned from GB
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<!-- 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>
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<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>
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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>
</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>
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<ul class="col-lg-4 list-unstyled">
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</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>
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</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="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>
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<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>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/membership/">Thinking of joining the CISI?</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/membership-benefits">Membership benefits</a>
</li>
<li>
<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership">Grades of membership</a>
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<a href="/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD"> Individual Charter</a>
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<a href="/cisiweb2/cisi-website/join-us/membership/chartered-wealth-manager">Chartered Wealth Manager</a>
</li>
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<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>
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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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<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/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>
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<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>
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<!-- <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>
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<a href="/cisiweb2/cisi-website/join-us/sps/non-fca-jurisdictions">Non-FCA jurisdictions</a>
</li>
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<a href="/cisiweb2/cisi-website/join-us/sps/rdr-background-information">RDR background information</a>
</li>
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<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>
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<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/fintech-future">Navigating the world of Fintech <span class="new menuNew">NEW</span>
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</li>
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<span class="sectionTitle">CISI CPD resources</span>
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<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>
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<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>
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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>
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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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</li>
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<a href="/cisiweb2/shop/events?title=masterclass"> Masterclasses</a>
</li>
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<a href="/cisiweb2/cisi-website/join-us/young-professionals-network"> Young Professionals' Network</a>
</li>
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<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>
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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>
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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>
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</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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<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>
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<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>
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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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<a href="/cisiweb2/cisi-website/about-us">Who we are</a>
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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="/cisiweb2/cisi-website/about-us/consultation-responses">Consultation Responses</a>
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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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</div>
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<div class="col-lg-4 visible-lg-block menuIntro mycisi">
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<div class="headline">"The scientists have done their job, now it's time for financial services to do ours"</div>
<div class="author">George Littlejohn, Chartered MCSI</div>
<div class="mainTitle"><span class="highlight">a</span> COP<span class="highlight">26</span> special</div>
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* 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.
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* 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
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* 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
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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.
Greenwashing
Responsible and Sustainable Investment Funds and the Equity Markets
Environmental, social and governance investing
The 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 finance
Impact measurement in private equity – cutting through the complexity
Making homes greener
CISI TV
Build 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 decarbonisation
Demystifying impact investing: Most common myths discussed
What does impact investing mean for you and your clients
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.
Sustainable and Responsible Investment - Professional Assessment
Green and Sustainable Finance Certificate - Level 4 exam
Climate Risk Certificate - Level 5 exam
Enter this week’s challenge
* 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.
* CONGRATULATIONS
THE CISI CONGRATULATES THE WINTER 2023 ACHIEVERS OF OUR HIGHER LEVEL
NARRATIVE EXAMINATIONS
Read the full listing
* UNDERSTANDING
WELLBEING AND
ADDICTION
RESOURCES TO BOOST YOUR BRAIN
We 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
* 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
* FINANCIAL PLANNING WEEK 2024
Find out more Book a free consultation
* WE CAN ALL LEARN FROM ONE ANOTHER
Our mentoring scheme now includes reverse mentoring, where more senior
members learn from more junior members, because we believe knowledge-sharing
trumps hierarchy.
Gain new skills and perspectives
* WELCOME TO THE CISI LEARNING PLATFORM
We are excited to introduce our cutting-edge new Learning Platform, designed
to revolutionise how CISI members access and consume our world-class CPD
content.
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* THINKING OF JOINING THE CISI AS A MEMBER?
We have a first-class CPD programme, automatic CPD logging, quick CPD
importing tools, and more
Apply today Not sure? Find out 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.
* CONGRATULATIONS
THE CISI CONGRATULATES THE WINTER 2023 ACHIEVERS OF OUR HIGHER LEVEL
NARRATIVE EXAMINATIONS
Read the full listing
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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.
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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.
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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,
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50,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries
NEWS, INSIGHT & ANALYSIS
* ASK THE EXPERTS: MEANINGFUL WAYS TO IMPROVE D&I IN THE FINANCIAL SERVICES
SECTOR
07 Mar 2024
For International Women’s Day 2024, CISI CEO Tracy Vegro OBE and Nicholas
Dent, employment partner at DWF, share the tangible actions they believe can
improve diversity and inclusion
by Hannah Duncan
Read more
* OPERATING AS A CRYPTO FIRM IN THE FINANCIAL SERVICES CONTEXT MEANS ADOPTING A
NEW MINDSET
01 Mar 2024
Why some firms succeed and others fail in their application for registration
to provide cryptoasset services
by Tammy Li and Aaron Ghobarah, directors at Kroll’s Financial Services
Regulatory Consulting practice
Read more
* YOUR NETWORK, YOUR FUTURE
29 Feb 2024
CISI membership gives you access to first-class professional development, a
global network, and exclusive discounts
by Lauren Johnson, CISI copywriter
Read more
* THE REVIEW MARCH 2024
29 Feb 2024
This quarter focuses on people, planet and profit, broadening the definition
of success beyond the bottom line
by Jane Playdon, editor, The Review
Read more
* “I WANTED TO BE A DIFFERENT ROLE MODEL”
28 Feb 2024
Sally Bridgeland, master actuary and chair of Impax Asset Management, speaks
to Beth Brearley about the importance of celebrating diversity and shares her
insight into the Mansion House pension reforms
Read more
* ASK THE EXPERTS: IMPACT OF CHANGES TO THE PENSION PROVISION
28 Feb 2024
Three experts provide insight into the Mansion House Compact
Read more
* WORKING OUT FOR THE BEST
27 Feb 2024
Emily Fowler takes a look at data around ways of working and discusses what a
flexible future may hold
Read more
* CONNECTING THE DOTS
23 Feb 2024
For the 695th Lord Mayor, Professor Michael Mainelli, Chartered FCSI(Hon),
life is all about making connections
by Natasha Turner
Read more
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IF YOU WOULD LIKE TO TALK TO US ABOUT ANY MEMBERSHIP ENQUIRIES YOU CAN CONTACT
OUR DEDICATED TEAMS
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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
YOUR LOCAL OFFICE
Chartered Institute for Securities & Investment
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SC040665) A company limited by guarantee and registered in England and Wales
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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.
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