Chartered Fellow/Member of the Chartered Institute for Securities and Investment
- Regulators
-
- Chartered Institute for Securities and Investment
- Nations
- United Kingdom
- Sectors
-
- Finance
Regulatory or professional bodies
Chartered body
- Regulatory authority
- Chartered Institute for Securities and Investment
- Address
-
20 Fenchurch Street
London
EC3M 3BY - Email address
- customersupport@cisi.org
- Website
- https://www.cisi.org/
- Phone number
- +44 (0)2076 450 777
Regulation
Regulation summary
Across the world, and across industries, an Individual Charter is recognised as a symbol of the peak of professionalism. Holding a Charter tells clients, colleagues and regulators that you have already demonstrated an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour and that you are dedicated to maintaining this.
By holding an Individual Charter from the CISI, the UK’s leading securities and investment professional body, you achieve the highest membership grade we offer.
The CISI offers three grades of Chartered membership, Chartered Member (Chartered MCSI), Chartered Fellow (Chartered FCSI) and Chartered Fellow (Financial Planning).
Regulation type
Reserved activities
None - restrictions apply to use of title only
Qualifications and experience
New professionals
- Routes to qualification
-
How to become Chartered
Holding an Individual Charter with the CISI requires a continuous demonstration of knowledge, skills and behaviour. Through a combination of qualifications and a consistent record of continuing professional development (CPD) a member can become Chartered. Individually Chartered members will need to abide by the Royal Charter, Bye-laws, Regulations, and to uphold the Institute's high standards as published in its Professional Code. You can view the Individual Charter Policy, which explains the process for Chartered members of any grade to maintain their Chartership.
The criteria is available on the link below.
- More about qualification
- https://www.cisi.org/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD
Professionals from outside the UK
- Recognition for professionals outside the UK
- All - there are routes to recognition for professionals from all countries
- Summary of routes
-
How to become Chartered
Holding an Individual Charter with the CISI requires a continuous demonstration of knowledge, skills and behaviour. Through a combination of qualifications and a consistent record of continuing professional development (CPD) a member can become Chartered. Individually Chartered members will need to abide by the Royal Charter, Bye-laws, Regulations, and to uphold the Institute's high standards as published in its Professional Code. You can view the Individual Charter Policy, which explains the process for Chartered members of any grade to maintain their Chartership.
The criteria is available on the link below.
- More about recognition for professionals outside the UK
- https://www.cisi.org/cisiweb2/cisi-website/join-us/membership/grades-of-membership#sectionD
Registration
- Registration requirements
-
Membership of the CISI and successful recording of CPD.
Legislation
- Title of relevant act or charter
-
Royal Charter
- Website link to legislation
- https://www.cisi.org/cisiweb2/cisi-website/join-us/membership-rules-regulations
- Title of relevant act or charter
-
Chartered Fellow or FCSI
Chartered Member or MCSI