Wealth and Personal Banking managers at HSBC say the level 6 CISI Certificate in Private Client Investment Advice & Management (PCIAM) has made them more confident professionals.
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Grab a bite and make a business connection at the CISI Young Professionals’ Networking Event in Northern Ireland on 7 September 2023
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Adele Spillane MCSI looks to increase public trust and confidence as she takes over from Eugene Kiernan FCSI, who reflects on the National Advisory Council’s accomplishments under his leadership.
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To celebrate the annual event on 28 August, we highlight the work of women in the UAE and those who are spearheading the future.
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After competing against top talent, our overall and Asia competition winners clinched a combined £9,500 and an opportunity to experience London's historical financial district.
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After eight years in construction, Abhilash Nanda has joined CISI to develop his skills to become an investment banker.
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Top exam scorers in the UK received their certificates at the Northern Ireland annual dinner and awards night on 15 June 2023. Click here to see more about the event.

The CISI Liverpool, Chester and North Wales annual dinner and awards night on 18 May 2023 raised a fantastic £4,080 for a firm football cause. Click here to see more about the event.

Students say the event on 9 March 2023 positively changed the way they felt about careers in financial services

Please see the full article here.

CISI Cyprus’ pinnacle social event of the year celebrates members and the Institute's local and global achievements

Please see the full article here.

One branch president steps down and another takes over the mantle as we celebrated award winners

Please see the full article here.

 Connect & Learn - Intro to Financial Markets - March 2024 NEW
 Connect & Learn - Internal Audit - January 2024
 Connect & Learn - Professional standards team update - November 2024
 Connect & Learn - Data Protection & Cyber Security - October 2024 
 Diversity, Equity & Inclusion Working Group C&L - 2024
 C& L - UK Bribery Act and Modern Slavery & CISI Governance - July 2024
 C&L Culture Audit feedback session with Tracey Groves – July 2023
 C&L Culture Audit briefing with Tracey Groves – May 2023

Our second preview for the school students’ event on 9 March looks at trading in financial markets with a crypto execution trading professional

Please see the full article here.

The Inside Story

February 22nd 2023

Murrough O’Brien, Strategic Risk Manager, New Ireland, Wealth & Insurance Retail Ireland, Bank of Ireland delivered a wholly compelling presentation on the digital transformation in Financial services where he was a pivotal leader.

This was one of our highest attendance events ever reflecting the interest in, and importance of the subject.

Incorporating business leaders in every aspect of such a transformation and being fully aware of the importance of change management are key to ultimate success. NAC member Clark Elder expertly and eloquently chaired the event where there was a high level of engagement from the attendees, and fellow NAC member Tommy Cronin was instrumental in setting up the event.

It was accompanied by an excellent set of slides soon to be available on CISI TV

As part of a series of previews for our event on 9 March, we speak to two experts about their planned session on responsible finance

Please see the full article here.

We congratulated candidates who excelled in their CISI exams and guests who won big with a bumper raffle

Please see the full article here.

Bienvenido a MyCISI, la plataforma de afiliación para miembros del CISI. Como miembro, tendrá acceso a recursos y oportunidades exclusivos que le ayudarán a mantenerse a la vanguardia en su campo.

Ventajas de la membresía:

• Acceso a contenidos de alta calidad relacionados con la formación continua en el sector financiero. Nuestro contenido se actualiza anualmente para garantizarle el acceso a la información y los conocimientos más recientes.
• El contenido de formación propio de la plataforma se computa automáticamente en su perfil, lo que le facilita el seguimiento de su progreso y el cumplimiento de sus objetivos de desarrollo profesional.
• Los miembros también pueden cargar su propia formación continua (CPD) proporcionado por terceros, manualmente en sus propios perfiles individuales. De este modo, dispondrá de un registro completo de todas sus actividades de desarrollo profesional en un único lugar.
• Oportunidades de establecer contactos con otros miembros del CISI, incluido el acceso a eventos y foros en los que podrá conectar con otras personas de su sector y compartir conocimientos y puntos de vista.
• Descuentos en cursos de desarrollo profesional y otros eventos.

 

Uso de la plataforma:

La plataforma es fácil de usar y de navegar, por lo que le resultará sencillo encontrar los recursos y la información que necesita.

Nuestro contenido está organizado por temas, para que pueda encontrar fácilmente la información más relevante para usted.

Puede hacer seguimiento de sus progreso y supervisar sus actividades de desarrollo profesional utilizando las herramientas integradas en la plataforma.

Puede conectar con otros miembros del cuerpo profesional del sector financiero, compartir información y puntos de vista, y colaborar en proyectos.

Cargar su propia formación continua (CPD) es sencillo, y nuestro sistema realizará un seguimiento automático de su progreso actualizando sus registros.

Estamos encantados de tenerle como miembro del CISI y esperamos que los recursos y la información de nuestra plataforma le resulten valiosos en su camino hacia el desarrollo profesional.

Si tiene alguna pregunta o comentario, no dude en ponerse en contacto con nosotros, en membresia@cisi.org y/o en rosa.mateus@cisi.org

Manchester annual dinner and awards night

The event on 20 October 2022 celebrated the achievements of our members while raising funds for charity  here.

The event, held on 29 September 2022 at the InterContinental Edinburgh The George, celebrated the achievement of award winners and raised a fantastic £1,665 for charity.

Read more here.

Since taking over as Branch President there has been a lot going on, but I thought it was past due for me to introduce myself. I have worked in Financial Services in Leeds for 16 years and I have been a member of CISI’s Yorkshire Committee for a number of those years. My experience is mainly in Operations and recently with a Risk & Compliance focus, especially on CASS.

Since my predecessor Charlie’s update earlier this year, the Yorkshire Committee have finally been able to hold meetings in person again and it has been great to see people face to face. I hope in 2023 to be able to host more in-person CPD events but I think online webcasts will continue to be a crucial part of our CPD framework. As we approach the end of the year, if you need to top up your CPD hours I’d recommend looking at what CPD webcasts are available to book, and CISI TV covers a huge range of topics. If you’re not already a member of our LinkedIn CISI Yorkshire Network, I would recommend you join, as we keep it updated with upcoming CPD opportunities.

In May I joined other Regional Presidents at the CISI’s office in London where we heard about new and existing initiatives from the CISI and were able to discuss our challenges and successes from our regions. Earlier this year the CISI introduced a mentoring initiative which is a great way to build on the Young Professionals Network and will bring real benefits to both mentees and mentors so I would encourage everyone to get involved if you can.

The other big news from the CISI this year has been the appointment of a new Chief Executive in September 2022, Tracy Vegro OBE. Tracy’s appointment really demonstrates the CISI’s commitment to diversity and the Yorkshire Committee and I look forward to working with her.

Rebecca Keating
CISI Yorkshire President