CISI Educational Trust

The Educational Trust, an education charity established and funded by the CISI, shares the charitable mission of the Institute but uses its funds solely to support educational initiatives in the public interest and for the common good.

CISI Educational Trust

The purpose and aim of the Trust is to focus on developing transferable skills in students at schools, colleges and further education parts of the financial services sector, as well as working with young adults at apprenticeship and university levels.


  • Frank Moxon, Chartered FCSI(Hon) - Chair
  • Michael Coulon
  • Sue Travers - Chartered FCSI
  • Cynthia Poole, Chartered MCSI
  • Andrew Porter, Chartered FCSI
  • James Sullivan
  • Susan Wright, Chartered MCSI
  • Clair Mills

Sponsorship Initiatives

The Educational Trust is currently supporting initiatives in partnership with schools and colleges delivering CISI qualifications and CISI University Centres of Excellence. The Trust also supports the Hoare Nairne Scholarship for experienced practitioners who aspire to achieve the CISI’s level 7 Chartered Wealth Manager Qualification.


Schools and Colleges delivering CISI Qualifications

  • An educational bursary of £900 a year for two students at each non fee-paying school or college
  • Annual awards of £50 for the best performing student at each school or college
  • A permanent full-time teaching post at the CISI to develop free teaching resources and provide teacher support, as well as the services of a peripatetic teacher
  • Frequent ‘Train the Trainer’ sessions
  • The distribution of #yourmoney, a book on personal finance
Find out more about work with Schools and Colleges

Educational Trust Awards for University students

The CISI Educational Trust Awards celebrate excellence amongst undergraduate and postgraduate level students. The eligible university students are studying for a CISI exam alongside their university course at a CISI Centre of Excellence or CISI Partner University. The purpose of the Awards is to support the ambitions of each winner as they progress into a career within the finance sector. 

Recipients are selected based on excellence in university projects or examinations and are then invited to submit an essay of 400 words for the opportunity to attend an interview with members of the Educational Trust. The interview day provides the students with the opportunity to visit the CISI offices, network with the CISI Educational Trust and achieve an additional award at the discretion of the Trust.

Find out more about our work with Universities

Professional Level Qualification - Hoare Nairne Scholarship

The Scholarship is awarded by the Trust to one UK resident per year studying the CISI's premier qualification, the Chartered Wealth Manager Qualification. The winner of the scholarship receives £2,500 towards the costs of tuition and exam entry fees for the qualification.

To be considered for the scholarship, candidates must hold an appropriate benchmark qualification and submit a 1,500 word essay on a specified title. Register your interest for the Scholarship to receive further information. 

Congratulations to Ryan Murphy of Nsure Financial Planning, who has been awarded the Hoare Nairne Scholarship 2018.