• LAST FREE MEMBER SPACES

    Don't miss out! Bookings close 18 May

    We invite paraplanners to be inspired at the conference as we combine the perfect mix of technical, soft skill, and career progression sessions, with a total of 6.5 CPD hours.

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  • Congratulations

    The CISI congratulates the spring 2021 achievers of our higher level narrative examinations
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  • 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

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  • Can you see a future in responsible finance?


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

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  • Vulnerable Customers

    The appropriate treatment of vulnerable customers is a key concern for regulators all over the world, in the financial services sector and beyond. Keeping these customers safe is both a regulatory requirement and a moral imperative, so firms must be proactive in identifying them and providing the best possible service.

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  •  

    Remote Invigilation

    We now offer the option to sit our multiple-choice question (MCQ) exams remotely, for example, from home or from a meeting room.

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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?

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Chartered Institute for Securities & Investment
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