The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community of circa 45,000 members in 104 countries and last year more than 40,000 CISI exams were sat in 80 countries, 15,000 taken outside the UK.

As a wealth management professional, you must obtain the knowledge and skills to best advise your clients in any given market condition. Our CPD offering for wealth managers is wide-ranging and will give you or your team the tools needed to stay up to date. When you join the CISI you will have access to a free CPD log and scheme to record and evidence you or your employees professional development.


Our Wealth Management professional qualifications will provide you with specialist knowledge and expertise to foster a strong career in wealth and investment management and will qualify you to advise clients under the UK’s Retail Distribution Review, as well as other global jurisdictions.

Find out more about our Wealth Management qualifications Find out more about our Financial Planning qualifications

Networking & Events

Regional Branches

We have an established network of branches in the UK, Channel Islands and internationally which provide a local connection for Institute members. Each network has a hard-working committee whose primary role is to support the provision of CPD opportunities and social and networking events for CISI members.

Where we are

Free CPD Events

The CISI offers an extensive programme of CPD and networking events in London, regionally and internationally.

These events keep you up to date with the latest insights and developments in the Wealth Management area.

View upcoming events

Professional Forums

When you become a CISI member you are welcome to join one, or all of our nine free Professional Forums. The Wealth Management Forum meets six times a year. It will give you the opportunity to network with like-minded professionals, listen to presentations from practitioners in the sector, engage in open discussion and share ideas and concerns in a confidential setting.

View upcoming forums

Development & Learning

CISI TV and Live webcasts

CISI TV allows members to view a selection of our most popular CPD events online, anywhere, anytime and earn CPD hours. CISI TV is available to watch on smartphones, tablets or PCs.

The CISI offers over 30 live webcasts a year including ‘Brussels for Brunch’ a monthly regulatory update.

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Professional Refresher is an online learning tool which allows self-administered refresher testing on over 100 modules, including:

Anti-money laundering | Behavioural Finance | Conduct Risk | Cybercrime | Investment Principles and Risk | MiFID II | Treating Customers Fairly and more…

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The Review

The Review is the official publication of the CISI. Issued quarterly, each edition keeps members up to date with the latest news and developments from across the financial services sector. Members can choose to read the digital interactive version of the magazine and by doing so, the time spent reading, will be automatically recorded to their CPD record.

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Integrity & Ethics

In support of our objective of developing high ethical standards for financial practitioners and promoting such standards in the UK and internationally, we offer a range of products and services which are available to members and non-members to debate, refresh and test integrity.

  • IntegrityMatters - an intelligent and tailored elearning tool designed to highlight dilemmas faced at work
  • Interactive Workshops - interactive workshops that explore real-life ethical challenges experienced in the workplace and offers attendees the unique opportunity to vote on how they would respond should they be faced with the challenge
  • Integrity at Work in Financial Services - a collection of case studies which explore and explain a variety of ethical dilemmas
  • Annual Integrity Debate - Held every year, this prestigious event offers a great opportunity to reflect on the nature of our business, hear industry leaders discuss important issues of integrity and to network with over 300 members
Find out more

How can you get access to these benefits?

When you become a CISI member you will gain access to all these benefits for free. You will be joining over 45,000 members already taking advantage of the benefits of membership.

CISI membership is a compelling marker of professionalism in the financial services industry. Whatever stage of your career you are at, CISI membership highlights to colleagues, clients and the wider industry a commitment to professionalism and the highest standards of knowledge, skills and behaviour.

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

Find out about membership