Chartered Institute for Securities & Investment

The Chartered Institute for Securities & Investment (CISI) is a global professional body for those who work in the financial and investment profession. It aims to set standards of conduct and ethics for participants in the securities, financial planning and investments sector, and to provide qualifications and professional development for such financial services practitioners.

Logo of the CISI
AbbreviationCISI
MottoThe Professional Body of Choice for the Financial Services Industry
FormationFebruary 12, 1992 (1992-02-12)
Legal statusChartered Certified body
Headquarters20 Fenchurch Street
London, EC3
Region
100 countries
ProductsQualifications and Membership for the financial services profession
Membership
44,000
LeaderChief Executive - Simon Culhane Chartered FSCI
Staff
170
Websitewww.cisi.org

History

The CISI was formed in 1992 as the Securities Institute by the members of the London Stock Exchange. It changed its name to the Securities and Investment Institute in November 2004. It became the Chartered Institute for Securities & Investment when it was granted a Royal Charter in October 2009. In November 2015 the Institute of Financial Planning was formally merged into the CISI. In 2017, CISI, the Chartered Insurance Institute and the Chartered Institute of Bankers in Scotland formed the Chartered Body Alliance.

It is headquartered in London and has offices in Sri Lanka, India, The Philippines, United Arab Emirates, Ireland, Spain and Kenya.[1]

The Institute offers qualifications, training and professional membership. As the main examining body for the industry, the Institute provides vocational qualifications. Over 40,000 CISI qualifications are taken every year in over 80 countries at Computer Based Test (CBT) centres worldwide.

The Institute is the pre-eminent Financial Planning professional body in the UK, holding the licence to award the globally recognised Certified Financial Planner CFPtm designation.

CISI also offers a Continuing Professional Development (CPD) scheme to members of all levels of seniority, geographical location and industry specialisation. CISI produces publications and workbooks, runs conferences and seminars and in-house training courses.

The Institute is a registered charity.

The Institute is the only professional body globally to mandate that its members have to sit an integrity test - IntegrityMatterstm.

The CISI has five grades of membership: Affiliate, Student, Associate (ACSI), Chartered Member (MCSI), and Chartered Fellow (FCSI).

  • MIPA/FIPA members of the Institute of Public Accountants are recognised by the Chartered Institute for Securities & Investment (CISI) for admission to CISI's full membership (MCSI). Full membership of the CISI.
  • Chartered Body Alliance: An Alliance between CISI, Chartered Insurance Institute and Chartered Banker Institute formed in 2017.
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See also

References
  1. "About us". www.cisi.org. Retrieved 2019-03-24.


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