Endorsed CPD

All the Endorsed CPD Activities in this section are offered by organisations that work closely with CISI and share our belief in the importance of Continuing Professional Development. Whether events or publications, you can be confident that they have clear outcomes and learning content, enabling you to focus on whether they fit with your identified CPD needs.

ENDORSED CPD RESOURCES

Market Abuse Regulation
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AML & CTF Compliance
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Bribery Prevention
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Financial Sanctions
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SMCR Senior Managers Conduct Rules Training Course
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FCA Consumer Duty Course
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Good Outcomes for Vulnerable Customers
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Operational Risk Management and Operational Due Diligence (Module 10 of the Henley Executive Hedge Fund Programme)
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Risk Planning and Crisis Management (Module 12 of the Henley Family Office Programme)
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Governance (Module 5 of the Henley Family Office
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Fund Governance (Module 14 of the Henley Executive Hedge Fund Programme)
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Ethics (Module 12 of the Henley Executive Hedge Fund Programme
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BALINCA Intro – 4 hour course
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BALINCA Plus - 16hours
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BALINCA Pro - 8 hours
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FCA Thematic Review of Retirement Income Advice: Impact on your CRP
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Direct Property for Diversification
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BALINCA Personal Finance
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Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management
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What makes a defensive asset?
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ENDORSED CPD EVENTS AND WEBCASTS

Practical History of Financial Markets 2023
10 -12 October 2023 | London
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Practical History of Financial Markets 2023
6 -7 November 2023 | Singapore
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Investment Intelligence Webinar Q4 2023
19 October 2023 | Webinar
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Understanding Money Market Funds
18th October 2023 | Webcast
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Jupiter Merlin Portfolios Roadshow
20 February to 14 March 2024
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Knowledge Intensive EIS Webinar for Financial Advisers
Tuesday 20th February 2024
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SEIS Webinar for Financial Advisers
Wednesday 21st February 2024
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Getting estate planning right
21 February 2024
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Impact EIS Funds for Financial Advisers
Wednesday 28th February 2024
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FCA Thematic Review of Retirement Income Advice: Impact on your CRP
28th March 2024
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Adviser Investment Forum 2024: Politics and Markets
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Wealth Management Summit
6 - 7 November 2024 | London
Our members have a 40% off ticket rate
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Diversifying Alternatives
20th November 2024, 10.30am (recorded and available to watch recording thereafter)
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Investment Intelligence Webinar
Tuesday 23 April 2024 at 10am
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MPS performance update and global outlook Q1 2024
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Tax Planning for Life’s Key Events
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Skillcast Navigating Regulatory Challenges Seminar
16/05/2024
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Brooks Macdonald Retirement Income Advice roadshow
23rd May - 27th June
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Climate Finance Capacity Building Forum 2024
9th December 2024
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Understanding Sustainable Finance
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The FIG Regime – Prospective Plans
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