The Chartered Institute for Securities & Investment (CISI) is a professional body for members of the
financial
Finance refers to monetary resources and to the study and Academic discipline, discipline of money, currency, assets and Liability (financial accounting), liabilities. As a subject of study, is a field of Business administration, Business Admin ...
and
investment
Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money, then it can be defined as a "commitment of money to receive more money later". From a broade ...
profession. It offers 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
The London Stock Exchange (LSE) is a stock exchange based in London, England. the total market value of all companies trading on the LSE stood at US$3.42 trillion. Its current premises are situated in Paternoster Square close to St Paul's Cath ...
. It changed its name to the Securities and Investment Institute in November 2004 and then the Chartered Institute for Securities & Investment when it was granted a Royal Charter in October 2009. In November 2015, the Institute of Financial Planning merged with the CISI. In 2017, CISI, the
Chartered Insurance Institute
The Chartered Insurance Institute (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 and justify the conf ...
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 developi ...
formed the Chartered Body Alliance.
It is headquartered in London and has offices in Sri Lanka, India, United Arab Emirates, Ireland, and Kenya.
Services
The institute offers qualifications, training and professional membership. It holds the UK licence to award the
Certified Financial Planner (CFP) designation. Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It is aimed at practitioners working in
wholesale securities markets. Obtaining the CISI Diploma entitles candidates to join the CISI at MCSI Membership level.
Other qualifications offered include 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 December 2024, it has over 210,000 memb ...
, and the Chartered Wealth Manager Qualification (CWM).
The CISI also offers a
Continuing Professional Development
Professional development, also known as professional education, is learning that leads to or emphasizes education in a specific professional career field or builds practical job applicable skills emphasizing praxis in addition to the transferab ...
(CPD) scheme to members. CISI produces publications and workbooks, runs conferences and seminars and in-house training courses.
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 association, professional bodies for accountants in Australia. The IPA represents more than 25,000 voting members working in industry, commerce, gove ...
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 notable professional bodies in the United Kingdom. Many of these bodies also act as learned societies for the academic disciplines underlying their professions. The UK government has a list of professional association ...
*
References
External links
*
{{DEFAULTSORT:Chartered Institute for Securities and Investment
1992 establishments in England
Business organisations based in London
International organisations based in London
Organisations based in the City of London
Professional associations based in the United Kingdom