Skip To The Main Content
"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.

View our whole offering Close this overlay
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.
  • Have you renewed your CISI membership?

    CISI membership renewals for the 2024/25 year are now overdue.
    Don't lose access to all your first-class membership benefits.

    You can easily renew online by card via MyCISI.

    Renew now
  • Tuesday 15 – Wednesday 16 October
    Emirates Old Trafford Cricket Ground,
    Talbot Rd, Manchester M16 0PX

  • 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
  • Congratulations

    The CISI congratulates the Spring 2024 achievers of our higher level narrative examinations
    Read the full listing

    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
  • 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.

50,000 Members in over 100 countries
Over 40,000 Exams taken in 81 countries

News, insight & analysis

    News & Press

    EFG Harris Allday achieves CISI Chartered Firm™ status

    Jun 12, 2024, 09:24 AM by Lora Benson

    UK Investment management firm EFG Harris Allday has achieved CISI Chartered Firm™ status. Founded in 1834, with a Birmingham headquarters and three further regional offices in the UK, the firm has access to the global expertise of EFG International.

    CISI Chartered Firm™ status is awarded by charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) and shows that a firm has met rigorous eligibility criteria. Approved CISI Chartered Firm™ status demonstrates that a firm is operating at the highest levels of trustworthiness and professionalism.

    Criteria for achieving CISI Chartered Firm™ status includes that a firm should have regulatory recognition, at least 50% of staff in their core area must be individually chartered with CISI, a CISI qualifications and CPD programme should be in place and the firm’s purpose and values must align with the CISI Code of Conduct.

    Achieving CISI Chartered Firm™ status allows consumers to identify these firms as adhering to the highest standards of professionalism, thus enhancing trust and confidence for consumers.

    Richard Killingbeck, Managing Director of EFG Harris Allday, left,  said: “We are delighted to have been assigned  CISI Chartered Firm™ status. We pride ourselves on the long-term relationships we have built with our clients, established through our high levels of service and successes in helping our clients' to achieve their financial goals.”

    CISI Chief Executive Tracy Vegro said, “With their proven commitment to the highest standards of professionalism, integrity and ethics, we are delighted to welcome EFG Harris Allday as a CISI Chartered Firm™ . This gold-standard achievement demonstrates that the consumer is central to their firm’s focus, underpinned by a dedication to lifelong learning and continuing professional development.”

    Those interested in finding out more about becoming a CISI Chartered Firm™ should contact



    Your local office

    Chartered Institute for Securities & Investment
    20 Fenchurch street
    EC3M 3BY

    +44 20 7645 0777

    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.