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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

Address

20 Fenchurch Street
London
EC3M 3BY

Email address
customersupport@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

Accreditation

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.

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.


Registration

Registration requirements

Membership of the CISI and successful recording of CPD.


Legislation

Title of relevant act or charter

Royal Charter

Title of relevant act or charter

Chartered Fellow or FCSI
Chartered Member or MCSI

Licence Finder

You may need licences and permits to carry out certain activities in the UK. These are called authorisations. Use the licence finder to find what you need.