The Chartered Institute for Securities & Investment (CISI) is a global professional body for those in the
financial and
investment profession. It offers a range of qualifications and resources for professional development, as well as setting standards of conduct and ethics for those in the industry.
History
The CISI was formed in 1992 as the Securities Institute by the members of the
London Stock Exchange
London Stock Exchange (LSE) is a stock exchange in the City of London, England, United Kingdom. , the total market value of all companies trading on LSE was £3.9 trillion. Its current premises are situated in Paternoster Square close to St P ...
. 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
The Chartered Insurance Institute (also known as the CII) is a professional body dedicated to building public trust in the insurance and financial planning profession. The CII's purpose, as set out in its 1912 royal charter, is to 'Secure an ...
and the
Chartered Institute of Bankers in Scotland
The Chartered Banker Institute was established in 1875 and is the oldest professional banking institute in the world and the only remaining banking institute in the UK. It aims to help rebuild public confidence in banks and bankers by developin ...
formed the Chartered Body Alliance.
It is headquartered in London and has offices in
Sri Lanka,
India
India, officially the Republic of India (Hindi: ), is a country in South Asia. It is the seventh-largest country by area, the second-most populous country, and the most populous democracy in the world. Bounded by the Indian Ocean on the so ...
, The Philippines,
United Arab Emirates
The United Arab Emirates (UAE; ar, اَلْإِمَارَات الْعَرَبِيَة الْمُتَحِدَة ), or simply the Emirates ( ar, الِْإمَارَات ), is a country in Western Asia ( The Middle East). It is located at t ...
, Ireland, Spain and
Kenya
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The institute is a registered charity.
The CISI has five grades of membership: Affiliate, Student, Associate (ACSI), Chartered Member (MCSI), and Chartered Fellow (FCSI).
Qualifications
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
Electronic assessment, also known as digital assessment, e-assessment, online assessment or computer-based assessment, is the use of information technology in assessment such as educational assessment, health assessment, psychiatric assessment, a ...
(CBT) centres worldwide. See
Professional certification in financial services.
The institute is the pre-eminent
Financial Planning
In general usage, a financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a bu ...
professional body in the UK, holding the licence to award the globally recognised
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliate ...
(CFP) designation.
Well known, is its CISI Diploma in Capital Markets (previously, SII Diploma). This is a globally recognised
postgraduate finance qualification and covers the areas of securities, investment, compliance, derivatives, corporate finance and operations.
It is aimed at practitioners working in
wholesale securities markets.
The Diploma provides flexibility and choice, enabling candidates to concentrate on those topics relevant to their chosen career path; it comprises theoretical and practical knowledge, covering securities and financial markets, and then specific selected instruments, in a structured sequence.
Obtaining the CISI Diploma entitles candidates to join the CISI at MCSI Membership level.
See .
Other similarly structured designations offered, also leading to MCSI status, are the Corporate Finance Qualification (CF), in conjunction with
ICAEW
The Institute of Chartered Accountants in England and Wales (ICAEW) is a professional membership organisation that promotes, develops and supports chartered accountants and students around the world. As of July 2022, it has over 198,000 members ...
, and the Chartered Wealth Manager Qualification (CWM).
Chartered Wealth Manager Qualification
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CISI also offers a Continuing Professional Development
Professional development is learning to earn or maintain professional credentials such as academic degrees to formal coursework, attending conferences, and informal learning opportunities situated in practice. It has been described as intensive ...
(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 the only professional body globally to mandate that its members have to sit an integrity test
Matters''
Link with other bodies
*MIPA/FIPA members of the Institute of Public Accountants
The Institute of Public Accountants (IPA) is one of the three legally recognised professional bodies for accountants in Australia. The IPA represents more than 40,000 members and students working in industry, commerce, government, academia and p ...
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.
See also
*British professional bodies
The following is a list of professional bodies in the United Kingdom. Membership of a professional body does not necessarily mean that a person possesses qualifications in the subject area, nor that they are legally able to practice their prof ...
*
References
External links
*
*
{{DEFAULTSORT:Chartered Institute for Securities and Investment
1992 establishments in England
Business organisations based in London
Professional associations based in the United Kingdom