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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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Financial services specialists
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Join us
Join us
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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Individual Charter
Chartered Wealth Manager
CERTIFIED FINANCIAL PLANNER
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SPS
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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?
How to meet your ethics requirements
CISI CPD resources
Virtual CPD Events Programme - watch live webcasts, wherever you are
CPD opportunities with the CISI
Professional Refresher - Over 150 elearning modules
The Review
- Members' online magazine
CISI TV - Watch events on demand
Regulatory requirements
MiFID II guidance
Insurance Distribution Directive (IDD) guidance
External CPD resources
Externally recognised activities and events not from the CISI
Virtual events
Virtual events
Virtual events
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 events
Networking & events
View our virtual CPD programme
Professional Forums & Interest Groups
Financial Planning Forum
Masterclasses
Young Professionals Network
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Event terms & conditions
Conferences
Financial Planning conference 2020
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 Findings
IntegrityMatters product suite
IntegrityMatters
Interactive workshop
Speak Up
Professional Refresher
Annual Integrity Debate
Integrity at Work in Financial Services
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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Get into finance
Schools and Colleges
Why work with the CISI?
Level 2 award
Level 3 certificate
Level 3 diploma
Work experience
Apprenticeships
Universities
Undergraduate
Postgraduate
CISI Educational Trust
What is the trust?
Educational Trust awards
Hoare Nairne Scholarship
#yourmoney
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
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Royal Charter
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Financial Planning Corporate Supporters
Accredited Financial Planning Firms
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Jobs
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.
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My Account
MyCISI homepage
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My CPD
Access your CPD record
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IntegrityMatters
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SMCR Toolkit
Mental Health toolkit
My Study
Revision Express
Before your exam
On the day
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Book your exam
Exam Booking Forms
All CISI exam booking forms are below for the 2017/2018 financial year.
Advanced Certificates
Capital Markets Programme
Certificate in Corporate Finance
Certificate in Paraplanning
Chartered Wealth Manager Qualification
Combating Financial Crime
Diploma in Capital Markets
Diploma in Corporate Finance
Diploma in Financial Planning
Diploma in Investment Compliance
Fundamentals of Financial Services
Fundamentals of Islamic Banking and Finance
Global Financial Compliance
International Certificate in Advanced Wealth Management
International Certificate in Wealth & Investment Management
International Certificate in Wealth & Investment Management (India)
Investment Advice Diploma
Investment Operations Certificate
Islamic Finance Qualification
Managing Operational Risk in Financial Institutions
Private Client Investment Advice & Management
Risk in Financial Services
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