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Qualifications & Assessments Qualifications & Assessments
- 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.
  
  Find out more
  
  Already studying?
  
  Book your exam Access MyStudy View your results
  Getting started
  
  View all our qualifications
  
  Which qualification is right for me?
  
  Qualification pathways
  
  Capital Markets & Corporate Finance
  
  Compliance & Risk
  
  Financial Planning
  
  Islamic Finance
  
  Operations
  
  Wealth Management
  
  Green, Sustainable & Responsible Finance
  
  Professional Assessments
  
  Corporate Cyber Security
  
  The Practice of Financial Planning
  
  Sustainable and Responsible Investment
  
  Vulnerable Customers
  
  Pakistan Anti-Money Laundering/Counter-Terrorism Financing
  
  Certificate in Ethical Artificial Intelligence
  
  Login to access your Professional Assessments
  
  Study support
  
  What resources we offer
  
  Revision Express
  
  Candidate Update
  
  Accredited Training Partners
  
  Reasonable Adjustments
  
  Next steps
  
  Book your exam
  
  Buy your learning materials
  
  Price list | Exam dates
  
  Test centres | Remote exams
  
  Exemptions
  
  View your results
  
  Policies & procedures
  
  View all qualification policies
  
  Results & performance reviews
  
  Certificates
  
  Feedback and complaints
  
  English language requirements
  
  Financial services specialists
  
  Find out how you can contribute
Membership & SPS Membership & SPS
- 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.
  
  Join now Become Chartered
  Member directory
  Getting started
  
  Thinking of joining the CISI?
  
  Membership benefits
  
  Grades of membership
  
  Individual Charter
  
  Chartered Wealth Manager
  
  CISI Chartered Firm™
  
  CERTIFIED FINANCIAL PLANNER ^TM
  
  How to join
  
  New member applications
  
  Membership fees
  
  Other application forms
  
  Rules & regulations
  
  Full membership rules & regulations
  
  CPD requirements
  
  Integrity requirements
  
  Disciplinary Process
  
  Member directory
  
  Search and view CISI member profiles
  
  Find a Financial Planner near you
  
  MyCISI Member App
  
  Download the app now NEW
  
  SPS
  
  Apply for an SPS
  
  SPS register
  
  Non-FCA jurisdictions
  
  RDR background information
  
  Gap-fill guidance
  
  Firm Notifications
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?
  
  CISI Learning Platform NEW
  
  CPD opportunities with the CISI
  
  How to meet your ethics requirements
  
  Trending topics
  
  Green, Sustainable & Responsible Finance
  
  Financial Planning
  
  Navigating the world of Fintech NEW
  
  Wealth Management
  
  CISI CPD resources
  
  CPD Events Programme - watch live webcasts, wherever you are
  
  Professional Refresher - Over 200 elearning modules
  
  The Review - Members' online magazine
  
  CISI TV - Watch events on demand
  
  Professional Assessment - Corporate Cyber Security
  
  Professional Assessment - Sustainable and Responsible Investment
  
  Professional Assessment - Vulnerable Customers
  
  Download the MyCISI member app NEW
  
  Regulatory requirements
  
  MiFID II guidance
  
  Insurance Distribution Directive (IDD) guidance
  
  Pensions Transfer Advice
Events Events
- Events programme
  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 all upcoming events View your booked events
  Networking & events
  
  View all our events
  
  Professional Forums & Interest Groups
  
  Financial Planning Forum
  
  Masterclasses
  
  Young Professionals' Network
  
  Partner events
  
  View my booked events
  
  Event terms & conditions
  
  Conferences
  
  The Financial Planning Conference 2024
  
  The Financial Planning Awards 2024
  
  External CPD resources
  
  Externally recognised activities and events
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.
  
  Find out more
  Upholding professional standards
  
  Promoting Professionalism
  
  Code of Conduct
  
  Bonus policy
  
  Complaint Form & Procedure
  
  Disciplinary Process
  
  Disciplinary Findings
  
  IntegrityMatters product suite
  
  IntegrityMatters
  
  Integrity at Work - Interactive Workshop
  
  Speak Up
  
  Professional Refresher
  
  Annual Integrity Event
  
  Integrity at Work in Financial Services - publications
  
  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.
  
  Find out more
  Schools and Colleges
  
  Why work with the CISI?
  
  Level 2 award
  
  Universities
  
  Undergraduate
  
  Postgraduate
  
  Careers in Finance
  
  Find out about the different careers in finance
  
  CISI Educational Trust
  
  What is the trust?
  
  Educational Trust awards
  
  Hoare Nairne Scholarship
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.
  
  Find out more
  About the CISI
  
  Who we are
  
  Where we are
  
  Contact us
  
  Feedback and complaints
  
  Royal Charter
  
  Corporate Supporters
  
  Financial Planning Corporate Supporters
  
  Accredited Financial Planning Firms ^TM
  
  CISI Chartered Firm™
  
  Volunteering at the CISI
  
  Consultation Responses
  
  Diversity, equity & inclusion
  
  Careers
  
  Work at the CISI
  
  CISI Member Job Board
  
  List your vacancies
  
  Media
  
  Press releases
  
  Corporate governance
  
  Report & accounts
  
  Board of directors
  
  CISI committees
  
  Privacy policy, Terms and Conditions
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.
  
  Visit MyCISI
  Account details
  
  MyCISI homepage
  
  Account details
  
  Account activity & Results
  
  Communication preferences
  
  Results preferences
  
  CPD & Learning
  
  Learning Platform NEW
  
  CISI TV
  
  Professional Refresher
  
  Professional Assessments
  
  The Review - Members' online magazine
  
  Access your CPD record
  
  Completing your CPD
  
  Auditing your CPD
  
  Endorsed 3rd party CPD
  
  Member Benefits
  
  Download the MyCISI member app
  
  MyCISI Rewards NEW
  
  IntegrityMatters
  
  My Events
  
  Membership badges
  
  Digital membership card
  
  SMCR Toolkit
  
  Mental Health toolkit
  
  CISI Mentoring Scheme
  
  Exam study support
  
  Revision Express
  
  Before your exam
  
  On the day
  
  After your exam
  
  Professional Assessments
Learning Platform Learning Platform

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Employer Details

Retail Investment Advisers

Just one more step

Hi , thank you for joining the CISI and welcome to your personal portal: MyCISI. As a CISI member, you are required to pass our online ethics test – IntegrityMatters.

This will unlock your MyCISI account and provide access to your full selection of benefits. More information on the CISI integrity requirements is available here.

My account details

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Copyright © Chartered Institute for Securities & Investment 2015. A charity registered in England and Wales (number 1132642) and Scotland (number SC040665) A company limited by guarantee and registered in England and Wales number RC000834.
CFP^TM, CERTIFIED FINANCIAL PLANNER^TM and CFP Logo

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

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Welcome to the CISI Learning Platform

We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual.

With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.

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Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.

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