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

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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Advanced Valuation in Financial Markets Course
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Practical History of Financial Markets course
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Evolution of Collateral Management
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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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STA Diploma Part 1 Online Course
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STA Diploma Part 2 Online Course
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BALINCA Intro – 4 hour course
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BALINCA Plus - 14hours
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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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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 Asia
14 March 2024
Our members have a 40% discount using the code CISI40
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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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Becoming an endorsed CPD provider

Endorsed CPD Provider guidelines

Endorsed CPD Provider application form

Endorsed CPD Provider activity form

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Endorsed CPD

SMCR Senior Managers Conduct Rules Training Course

FCA Consumer Duty Course

Good Outcomes for Vulnerable Customers

Advanced Valuation in Financial Markets Course

Practical History of Financial Markets course

Evolution of Collateral Management

Operational Risk Management and Operational Due Diligence (Module 10 of the Henley Executive Hedge Fund Programme)

Risk Planning and Crisis Management (Module 12 of the Henley Family Office Programme)

Governance (Module 5 of the Henley Family Office

Fund Governance (Module 14 of the Henley Executive Hedge Fund Programme)

Ethics (Module 12 of the Henley Executive Hedge Fund Programme

STA Diploma Part 1 Online Course

STA Diploma Part 2 Online Course

BALINCA Intro – 4 hour course

BALINCA Plus - 14hours

BALINCA Pro - 8 hours

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

Practical History of Financial Markets 2023

10 -12 October 2023 | London

Practical History of Financial Markets 2023

6 -7 November 2023 | Singapore

Investment Intelligence Webinar Q4 2023

19 October 2023 | Webinar

Understanding Money Market Funds

18th October 2023 | Webcast

Jupiter Merlin Portfolios Roadshow

20 February to 14 March 2024

Knowledge Intensive EIS Webinar for Financial Advisers

Tuesday 20th February 2024

SEIS Webinar for Financial Advisers

Wednesday 21st February 2024

Getting estate planning right

21 February 2024

Impact EIS Funds for Financial Advisers

Wednesday 28th February 2024

FCA Thematic Review of Retirement Income Advice: Impact on your CRP

28th March 2024

Adviser Investment Forum 2024: Politics and Markets

Wealth Management Summit Asia

14 March 2024

Diversifying Alternatives

20th November 2024, 10.30am (recorded and available to watch recording thereafter)

Investment Intelligence Webinar

Tuesday 23 April 2024 at 10am

MPS performance update and global outlook Q1 2024

Tax Planning for Life’s Key Events

Skillcast Navigating Regulatory Challenges Seminar

16/05/2024