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 industry. It aims to set standards of conduct and ethics for participants in the securities and investments industry, and to provide qualifications for such professionals.
 Logo of the CISI | |
| Abbreviation | CISI |
|---|---|
| Motto | The Professional Body of Choice for the Financial Services Industry |
| Formation | February 12, 1992 |
| Legal status | Chartered Certified body |
| Headquarters | 20 Fenchurch Street London, EC3 |
Region | 110 countries |
Membership | 45,000 |
| Website | www |
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 joined forces with the Chartered Insurance Institute (CII) and the Chartered Banker Institute (CBI) to enhance and sustain the level of professionalism in the financial services sector.
It is headquartered in London and has offices in Sri Lanka, India, Singapore, Dubai, Dublin 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 70 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 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 and has the following charitable objects:
"To promote, for the public benefit, the advancement and dissemination of knowledge in the field of securities and investments, to develop high ethical standards for practitioners in securities and investments and to promote such standards in the UK and overseas to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities."
The CISI has five "grades" of membership: Affiliate, Student, Associate (ACSI), Chartered Member (MCSI), and Chartered Fellow (FCSI).
Link with other Bodies
- 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: The Alliance between CISI, Chartered Insurance Institute and Chartered Banker Institute.
See also
- British professional bodies
- List of organisations in the United Kingdom with a royal charter