Membership Benefits

Membership of the CISI tells clients, colleagues and the wider public that you are a professional committed to professionalism, integrity and excellence.

To support members in achieving these standards, the CISI provides an unparalleled selection of networking, development and progression opportunities.


CISI members have extensive opportunities to make connections and share knowledge. Through membership of the CISI professionals can access an international network of 50,000 financial practitioners. A combination of events, forums and social media, enables CISI members to initiate and develop an array of connections with professionals from across the sector.

CPD Networking Events and Conferences

CISI members can keep themselves informed of the latest key issues affecting the financial markets and meet high-level delegates from around the world at any of our half, one or two-day events, available for all those working in today’s ever-changing financial services professions.

Members can attend free and exclusive social events as well as conferences.

View our events calendar

Professional Forums

Members share their ideas and listen to presentations by other practitioners in any of the nine free Professional Forums run by the Institute, available to all members. These highly regarded forums enable you to meet with other professionals and engage in open discussions in a confidential setting, as forums are conducted under Chatham House Rule.

Professional Forums include: Bond and Fixed Interest | Compliance | Corporate Finance | European Regulation | Financial Technology | Financial Planning | Operations | Risk | Wealth Management

Local Networks

Thanks to a network of 24 branches across the UK, as well as nine international branches, members always have access to networking opportunities near to them.

The CISI’s regional branches hold regular CPD, social and networking events. This helps members stay up to date and enhance professional connections in their area.

Members can stay informed of all their local events, news and developments in the My Branch section of their online portal MyCISI. Many local branches also have their own LinkedIn networks, allowing members to network online with professionals in their region.

Find your local branch   Find events in your region

Social Media

Members can network freely with each other via our official LinkedIn group. Here members can open discussions or comment on threads already posted. Other institute subgroups available include the Compliance Forum, IT Forum, Operations Forum, Risk Forum, Wealth Management Forum or Training and Competence Interest Group.

Follow us on Twitter   Join us on LinkedIn   Check out our Instagram


Members' professional development is at the heart of everything the CISI does. We work to ensure members have all the opportunities they need to grow in their role and progress in their career. Those opportunities are made as accessible as possible through CPD events, publications and the online member portal, MyCISI.

CPD Scheme and Events

Members can maintain their ongoing competence and demonstrate to employers and the regulator that their professional development is being met using the CISI’s formal CPD scheme. Members can also keep a record of activities easily using our free CPD record system, plus any CISI CPD activities completed are automatically added to their record.

Members can fit in structured CPD learning around their work with a full programme of free lunchtime and early evening events. These are available to all members in London, regionally and internationally. This year, more than 450 events will be held covering a wide range of topics for all categories of members.

More on our CPD Scheme   View our CPD events calendar

Online Development

Members can access a range of online development tools through their personal portal MyCISI.

Members who can’t make it to an event can catch up on CISI TV where a selection of the Institute’s most popular CPD events are available to watch online, anywhere, anytime.

If members want to refresh their professional knowledge they can access Professional Refresher, an online training tool consisting of over 200 modules. It lets members complete refresher tests on a variety of topics, allowing you to gain CPD when you pass a module test.

Whenever CISI members use CISI online development tools, the CPD is automatically added to their personal record.

Catch up with CISI TV   Find out more about Professional Refresher

Download our MyCISI Member App

Available on Apple iOS and Android

Designed to make your life easier, we’ve made it simpler and quicker to find your membership benefits and stay on top of your CPD requirements.

Access all the personalised first-class CPD resources you enjoy, such as CISI TV, The Review and Professional Refresher, to earn CPD hours from your device, wherever you are – all automatically logged to your CISI CPD record.

Search MyCISI in the App Store or Google Play or click the buttons below


Members can keep up to date with the latest news and views from across the financial services sector through the CISI’s acclaimed members’ publication. The Review provides an overview of the latest trends and changes affecting financial services, giving members insight and expert opinion on the major issues.

Go to The Review

Mentoring Scheme

The CISI mentoring scheme is a brand-new benefit available to all CISI members, offering the opportunity for members to support one another. We hope that through building strong and trusting relationships, aspiring members can gain the knowledge, confidence and self-awareness that will empower them and further their careers.

The mentoring platform will facilitate a structured exchange of knowledge and experience to benefit both mentors and mentees.

Find out more


Whatever stage of your career you are at – there is always potential for growth and progression. CISI members can progress in their roles, constantly supported by the Institute. This progression can be both as part of the Institute, moving up through the membership grades, and in their individual careers – where the knowledge and experience gained earns members the recognition they need to get ahead.


Through the various grades of membership members can gain designatory letters. These, added to a CV, business cards or LinkedIn profile, indicate a knowledge of, and experience within, the financial services sector. Members can also strive to become personally Chartered and achieve the pinnacle of professionalism. Chartered members of a Chartered body are highly regarded as qualified professionals, and are considered experts in their fields.

View our different grades of membership

Member Badges

As a CISI member, you have access to personal member badges which are designed to help you differentiate yourself from your peers, display your achievements as a CISI member and ensure you maintain your competitive edge.

The member badges available are related to your membership grade (Affiliate to Chartered Fellow) and any qualification-based title or certifications you have (Chartered Wealth Manager, CFP™ professional and/or Accredited Paraplanner).

Find out what badges you are eligible to download and use in MyCISI

Courses and Masterclasses

Whether you're new to the professional finance sector and looking for an introductory course or an experienced professional seeking to broaden your knowledge base, the CISI has a range of courses to support development. As the leading professional body for those working in the securities and investment sectors, we are ideally placed to research and produce training programmes that meet your needs.

Earn an Individual Charter and you get access to exclusive masterclasses which provide an intimate learning and networking environment for the Institute’s higher level members. Chartered members and Fellows are kept informed about forthcoming classes.

View our events calendar

Higher level qualifications

Undertaking a CISI qualification demonstrates a commitment to a high standard of professional knowledge, and so makes candidates eligible for membership. As achievers of a CISI qualification, members are also eligible to study for higher-level exams, moving up through the qualification pathway levels in their particular field, and further demonstrating their expertise.

Learn more about qualifications

Mentoring Scheme

The CISI mentoring scheme is a brand-new benefit available to all CISI members, offering the opportunity for members to support one another. We hope that through building strong and trusting relationships, aspiring members can gain the knowledge, confidence and self-awareness that will empower them and further their careers.

The mentoring platform will facilitate a structured exchange of knowledge and experience to benefit both mentors and mentees.

Find out more

MyCISI Rewards

Your Personal Hub for Retail Cashback and Discounts, Competitions and Wellbeing Benefits

Save money on your shopping with a selection of retail discounts and offers, win prizes with competitions and enjoy wellness benefits as part of your CISI membership.

Log in to MyCISI

CISI membership benefits in summary

Whether for yourself, or your staff, membership of the CISI provides a host of opportunities to support the highest standard of professionalism.

The resources we offer are tailored for financial professionals to ensure they can maintain a high standard of knowledge, excel in their role and do the best job for their firm.

Professional Benefit
Chartered FCSI
Chartered MCSI
MyCISI Member App
Designatory letters
CPD Scheme
Attendance at CPD Events
MyCISI Rewards
Membership badges
Professional Refresher
The Review
Online only
Professional Forums
Training & Competence Interest Group
CISI Masterclasses
Invitation to the CISI Annual Integrity Debate
Networking & Social Opportunities
Annual Dinner 
Mentoring Scheme

Learn more

More information on the benefits of CISI membership is available here.

If you are interested in membership for yourself, you can apply here. For information on arranging membership for your staff, and the corporate packages we offer, please contact our Client Relationship Management team on or +44 20 7645 0670