The CISI
The CISI is the professional body of choice for professionals in capital markets, corporate finance, compliance, risk, financial planning, Islamic finance, operations and wealth management in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, the CISI has a global community of more than 50,000 members in 116 countries.
The Institute’s mission is to set standards of professional excellence and integrity for the securities, investment, wealth and financial planning professionals, providing qualifications and promoting the highest level of competence to its members, other individuals and firms.
Who we are: The Chartered Institute for Securities & Investment (CISI)
CISI CEO Tracy Vegro OBE: Putting people first
Perseverance, purpose and connection
Giving back with impact: how Chartered experts shape the future of finance
Tips for thriving at work when you're neurodivergent
Accredited Financial Planning Firms Conference 2025
Your Financial Planning Maestro: Financial Planning Week Special
The Paraplanner of the Year Award Winner 2024
The AFPF of the Year Award Winner 2024
The CFP™ Professional of the Year Award Winner 2024
The Paul Etheridge Future Leader of the Year Award Winner 2024
Skills for the future
An interview with Zoë Nateras Hiscock - A career in Corporate Finance
Tsitsi Mutiti - CISI Mentor of the Year 2024
In conversation with the Paraplanner of the Year Award winners 2019 & 2023
Join us at The Paraplanner Conference 2024
Hear from 2024 qualification award winners
How can finance address the loss of nature and biodiversity?
Why biodiversity and nature matter to finance
Magnus Broadley - CISI Intern
What to expect from our Financial Planning Conference
Rising through our ‘glass ceiling’
The David Norton Building Excellence Award Winner 2023
The AFPF of the Year Award Winner 2023
The Tony Sellon ‘Good Egg’ Award Winner 2023
The Paraplanner of the Year Award Winner 2023
The CFP™ Professional of the Year Award Winner 2023
In conversation with CISI's newest and longest-serving members
Remembering and honouring Paul Etheridge
Innovations in Capital Markets