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.
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, the Chartered Insurance Institute and the Chartered Institute of Bankers in Scotland formed the Chartered Body Alliance.
It is headquartered in London and has offices in Sri Lanka, India, The Philippines, United Arab Emirates, Ireland, Spain and Kenya.[1] The institute is a registered charity.
The CISI has five grades of membership: Affiliate, Student, Associate (ACSI), Chartered Member (MCSI), and Chartered Fellow (FCSI).
Qualificationsedit
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 (CBT) centres worldwide. See Professional certification in financial services.
The institute is the pre-eminent Financial Planning professional body in the UK, holding the licence to award the globally recognised Certified Financial Planner (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.[2] 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 Stockbroker § United Kingdom.
Other similarly structured designations offered, also leading to MCSI status, are the Corporate Finance Qualification (CF),[3] in conjunction with ICAEW, and the Chartered Wealth Manager Qualification (CWM).[4]
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 the only professional body globally to mandate that its members have to sit an integrity test - Integrity Matters.
Link with other bodiesedit
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: An Alliance between CISI, Chartered Insurance Institute and Chartered Banker Institute formed in 2017.
"Simon Culhane: The New Old: Getting To Grips With Longevity" on YouTube
January 01, 1970
chartered, institute, securities, investment, this, article, multiple, issues, please, help, improve, discuss, these, issues, talk, page, learn, when, remove, these, template, messages, this, article, needs, additional, citations, verification, please, help, i. This article has multiple issues Please help improve it or discuss these issues on the talk page Learn how and when to remove these template messages This article needs additional citations for verification Please help improve this article by adding citations to reliable sources Unsourced material may be challenged and removed Find sources Chartered Institute for Securities amp Investment news newspapers books scholar JSTOR December 2009 Learn how and when to remove this message This article relies excessively on references to primary sources Please improve this article by adding secondary or tertiary sources Find sources Chartered Institute for Securities amp Investment news newspapers books scholar JSTOR August 2021 Learn how and when to remove this message This article reads like a press release or a news article and may be largely based on routine coverage Please help improve this article and add independent sources August 2021 Learn how and when to remove this message The Chartered Institute for Securities amp 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 Logo of the CISIAbbreviationCISIFormationFebruary 12 1992 32 years ago 1992 02 12 Legal statusChartered Certified bodyHeadquarters20 Fenchurch StreetLondon EC3Region100 countriesProductsQualifications and Membership for the financial services professionMembership50 000LeaderChief Executive Simon Culhane Chartered FSCIStaff170Websitewww wbr cisi wbr org Contents 1 History 2 Qualifications 3 Link with other bodies 4 See also 5 References 6 External linksHistory editThe 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 amp 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 and the Chartered Institute of Bankers in Scotland formed the Chartered Body Alliance It is headquartered in London and has offices in Sri Lanka India The Philippines United Arab Emirates Ireland Spain and Kenya 1 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 editThe 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 CBT centres worldwide See Professional certification in financial services The institute is the pre eminent Financial Planning professional body in the UK holding the licence to award the globally recognised Certified Financial Planner 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 2 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 Stockbroker United Kingdom Other similarly structured designations offered also leading to MCSI status are the Corporate Finance Qualification CF 3 in conjunction with ICAEW and the Chartered Wealth Manager Qualification CWM 4 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 the only professional body globally to mandate that its members have to sit an integrity test Integrity Matters Link with other bodies editMIPA FIPA members of the Institute of Public Accountants are recognised by the Chartered Institute for Securities amp 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 editBritish professional bodies List of organisations in the United Kingdom with a royal charterReferences edit About us www cisi org Retrieved 2019 03 24 Diploma in Capital Markets Capital Markets amp Corporate Finance Chartered Wealth Manager QualificationExternal links editOfficial website Simon Culhane The New Old Getting To Grips With Longevity on YouTube Retrieved from https en wikipedia org w index php title Chartered Institute for Securities 26 Investment amp oldid 1189844441, wikipedia, wiki, book, books, library,
