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Qualifications & Assessments
Qualifications & Assessments
Studying with the CISI
Our qualifications for operations, compliance & risk, capital markets & corporate finance, financial planning, Islamic finance and wealth management will equip you with the practical knowledge you need to do your job.
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Qualification pathways
Capital Markets & Corporate Finance
Compliance & Risk
Financial Planning
Islamic Finance
Operations
Wealth Management
Green, Sustainable & Responsible Finance
Professional Assessments
Corporate Cyber Security
The Practice of Financial Planning
Sustainable and Responsible Investment
Vulnerable Customers
Pakistan Anti-Money Laundering/Counter-Terrorism Financing
Certificate in Ethical Artificial Intelligence
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Study support
What resources we offer
Revision Express
Candidate Update
Accredited Training Partners
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Remote exams
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Policies & procedures
View all qualification policies
Results & performance reviews
Certificates
Feedback and complaints
English language requirements
Financial services specialists
Find out how you can contribute
Membership & SPS
Membership & SPS
Why join the CISI?
As a member of a Chartered professional body you will benefit from an enhanced status in the financial services profession globally.
You will become a part of an organisation which holds the respect of governments and firms around the world, and can communicate with the public on an authoritative and clear level.
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Become Chartered
Member directory
Getting started
Thinking of joining the CISI?
Membership benefits
Grades of membership
Individual Charter
Chartered Wealth Manager
CISI Chartered Firm™
CERTIFIED FINANCIAL PLANNER
TM
Certificate of professionalism
How to join
New member applications
Membership fees
Other application forms
Rules & regulations
Full membership rules & regulations
CPD requirements
Integrity requirements
Disciplinary Process
Member directory
Search and view CISI member profiles
Find a Financial Planner near you
MyCISI Member App
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SPS
Apply for an SPS
SPS register
Non-FCA jurisdictions
RDR background information
Gap-fill guidance
Firm Notifications
CPD
CPD
Continuing Professional Development
Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services profession.
At the CISI, we are committed to providing all members with the tools needed to comply with the regulator's rules.
Log in to view your CPD record
CPD with the CISI
What does it mean for me?
CISI Learning Platform
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CPD opportunities with the CISI
How to meet your ethics requirements
Trending topics
Green, Sustainable & Responsible Finance
Financial Planning
Navigating the world of Fintech
NEW
Wealth Management
CISI CPD resources
CPD Events Programme - watch live webcasts, wherever you are
Professional Refresher - Over 200 elearning modules
The Review
- Members' online magazine
CISI TV - Watch events on demand
Professional Assessment - Corporate Cyber Security
Professional Assessment - Sustainable and Responsible Investment
Professional Assessment - Vulnerable Customers
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Regulatory requirements
MiFID II guidance
Insurance Distribution Directive (IDD) guidance
Pensions Transfer Advice
Events
Events
Events programme
We know you value our event programme and with over 500 offered per year it is quite an undertaking to look at how we do this differently. We’ve moved as many as we can into our new virtual programme so we can continue to meet your CPD requirements and together increase our knowledge, build new skills and shine a spotlight on integrity and ethical behaviour. The good news is that content that might only have been available in one area of the world will now be accessible to any CISI member despite their location.
View all upcoming events
View your booked events
Networking & events
View all our events
Professional Forums & Interest Groups
Financial Planning Forum
Masterclasses
Young Professionals' Network
Partner events
View my booked events
Event terms & conditions
Conferences
The Financial Planning Conference 2024
The Financial Planning Awards 2024
The Paraplanner Conference 2024
External CPD resources
Externally recognised activities and events
Integrity & ethics
Integrity & ethics
Integrity & ethics
The CISI believes that integrity is a key component of professionalism, defined as the effective combination of knowledge, skills and behaviour.
In each of these areas the CISI has developed products and services where the highest standards of integrity are embedded and regularly tested.
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Upholding professional standards
Promoting Professionalism
Code of Conduct
Bonus policy
Complaint Form & Procedure
Disciplinary Process
Disciplinary Findings
IntegrityMatters product suite
IntegrityMatters
Integrity at Work - Interactive Workshop
Speak Up
Professional Refresher
Annual Integrity Event
Integrity at Work in Financial Services - publications
Corporate Supporters
View our current Corporate Supporters
Schools, colleges & universities
Schools, colleges & universities
Schools, colleges & universities
We partner with Schools, Colleges and Universities to offer qualifications and career education for young people to learn about the financial services profession and gain an understanding of the diverse job roles and employment opportunities available within the profession.
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Schools and Colleges
Why work with the CISI?
Level 2 award
Universities
Undergraduate
Postgraduate
Careers in Finance
Find out about the different careers in finance
CISI Educational Trust
What is the trust?
Educational Trust awards
Hoare Nairne Scholarship
About us
About us
About us
The CISI is the largest and most widely respected professional body for the securities and investment profession in the UK and in a growing number of financial centres globally.
We promote the highest standards of professionalism amongst our members and the wider financial services profession and we believe professionalism is a blend of three elements – Knowledge, Skills and Behaviour.
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About the CISI
Who we are
Where we are
Contact us
Feedback and complaints
Royal Charter
Corporate Supporters
Financial Planning Corporate Supporters
Accredited Financial Planning Firms
TM
CISI Chartered Firm™
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CISI Member Job Board
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Report & accounts
Board of directors
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Privacy policy, Terms and Conditions
MyCISI
MyCISI
MyCISI
MyCISI is a member-only portal, providing access to a wealth of resources, insight and information. Members can log in and access many of their benefits including CISI publications, Professional Refresher and CISI TV.
They can also review events going on in their local area and check and update their Continuing Professional Development (CPD) record.
Visit MyCISI
Account details
MyCISI homepage
Account details
Account activity & Results
Communication preferences
Results preferences
CPD & Learning
Learning Platform
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CISI TV
Professional Refresher
Professional Assessments
The Review
- Members' online magazine
Access your CPD record
Completing your CPD
Auditing your CPD
Endorsed 3rd party CPD
Member Benefits
Download the MyCISI member app
MyCISI Rewards
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IntegrityMatters
My Events
Membership badges
Digital membership card
SMCR Toolkit
Mental Health toolkit
CISI Mentoring Scheme
Exam study support
Revision Express
Before your exam
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After your exam
Professional Assessments
Learning Platform
Learning Platform
CISI Website
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Ireland News Item
The power of effective client communication
Colin Anderson ACSI, CISI client relationship manager Scotland & Northern Ireland, explains how scripting and sketching can enhance client communication
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