• Annual Integrity Event 2021

    Sustainable Integrity

    Tuesday 19 October | 13:00 - 14:15 (BST)

    Our prestigious Annual Integrity Event returns once again to see well-known figures fiercely discuss the most relevant and topical dilemmas applicable in today’s modern and ever-changing world.

    We are excited to deliver an even more engaging and highly interactive experience to you online.

    Register for the live webcast
  • Congratulations

    The CISI congratulates the Summer 2021 achievers of our higher level narrative examinations
    Read the full listing
  • 5-6 October 2021

    Red bull racing
    Milton Keynes

    Get in the mindset of winning at the home of champions!

    Discuss, debate, and deliberate topical matters with the best financial planners

    Book now View Programme
  • Climate Risk Certificate

    The first joint qualification from the Chartered Body Alliance

    Designed to help finance and risk professionals globally in identifying and managing climate-related risks, to support the transition to a low-carbon world.

    Register now
  • 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.

  • Sustainable and Responsible Investment

    Essential learning for all financial services professionals in 2021

    Learn more
  • Can you see a future in responsible finance?

    The climate crisis presents an urgent challenge for humanity. But it also opens up enormous opportunities.

    Find out more
40,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

Quick survey

The FCA’s Finalised guidance for firms on the fair treatment of vulnerable customers makes it clear that “all relevant staff should understand how their role affects the fair treatment of vulnerable consumers”.
How confident are you with regard to understanding your duty of care towards vulnerable customers?

Your local office

Chartered Institute for Securities & Investment
20 Fenchurch street

+44 20 7645 0777