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"The scientists have done their job, now it's time for financial services to do ours"
George Littlejohn, Chartered MCSI
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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.
The Review
Our award-winning members’ magazine, available online and in print, incorporates the latest news, insight and thought leadership affecting your profession.
Build new skills and shine a spotlight ESG Investing. Watch videos of our most popular events online, anywhere, anytime, on any device.
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.
  • CISI Global Wealth Summit 2022

  • New mentoring platform for all CISI Members

    Join today and learn from, or support, other members in our professional community

    Find out more
  • Professional Refresher

    Enhance the knowledge you have gained from attending CPD events using our elearning tool. Popular modules include:

  • Show your credentials!

    Display your achievements as a CISI member and differentiate yourself from your peers

    Download your member badge
  • The Practice of Financial Planning

    Route to CERTIFIED FINANCIAL PLANNER™ certification
    for CII Chartered Financial Planners

    Our new pathway has been specifically designed to offer holders of the CII Advanced Diploma in Financial Planning and CII Chartered Financial Planners a streamlined route to becoming a CERTIFIED FINANCIAL PLANNER™ professional, without the constraints of a formal examination.

    Find out more
  • Celebrating 30 years of the CISI

    Supporting financial professionals to progress to the highest standard of excellence with CISI qualifications and membership

    Find out more
  • Corporate Cyber Security

    Cyber attacks broke all records in terms of the numbers of cases reported in the last 12 months. It is estimated that a business is successfully hacked every 19 seconds and some risk analysts estimate that $2.9m is lost to cybercrime every minute globally. Understanding the risks and protecting your organisation from these threats is now essential for financial services practitioners.

    Learn 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.

45,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

  • Anatomy of a crisis700

    UK bond markets: anatomy of a crisis

    Oct 4, 2022

    Con Keating, CISI Bond and Fixed Income Forum Committee member, provides his view on the current crisis in UK bonds markets

    Read more
  • then-now700

    Last word: Then and now

    Oct 3, 2022

    As the CISI turns 30, we look through a UK lens at the performance of significant investment types, as well as the trends of financial markets
    by Andy Davis

    Read more
  • perks700

    Picking the right perks

    Sep 30, 2022

    With many struggling with rising costs and inflation, employers might want to review whether the benefits they offer are currently fit for purpose 
    by Brian Gorman


    Read more
  • 5844_Sept22_preview_anim_700

    The Review September 2022 edition

    Sep 29, 2022
    Our 30th anniversary edition looks at the CISI's ongoing evolution and scans the financial sector horizon, with input from key figures around the world
    by Jane Playdon, Review editor
    Read more

Quick survey

A recent report on menopause in the workplace showed that financial services firms are losing women from their pipelines of senior leaders because of a lack of workplace support for those women going through menopause.

Do you believe this is or has been an issue in your firm?

Which of the following measures has your firm put in place, or is working to put in place, to counter this reported lack of support (tick all that apply)

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