To set standards of professional excellence and integrity for the securities and investment
industry, providing qualifications and promoting the highest level of competence to our
members, other individuals and firms.
Formerly the Securities & Investment Institute (SII) and originally founded by
members of the London Stock Exchange in 1992, the Institute is the leading examining,
membership and awarding body for the securities and investment industry. It was
awarded a royal charter in October 2009, becoming the Chartered Institute for Securities
& Investment (CISI).
The CISI currently has around 40,000 members, who benefit from a programme of
professional and social events, with continuing professional development (CPD) and the
promotion of integrity very much at the heart of everything the organization does.
With ever-increasing regulatory focus on both individuals’ and firms’ commitment to
competence and compliance, the Institute assists companies as well as practitioners to
demonstrate their commitment to CPD and professionalism.
The core values of the Institute are to
.set standards of integrity and competence for those working in the financial services
industry—ultimately, these standards are for the benefit of investors;
.be the centre of excellence for the design, maintenance and delivery of qualifications,
both in the UK and abroad;
.provide members’ forums to highlight, share and influence changes in the financial
services industry;
.recognize and promote actively the importance of continuing professional
development;
.offer appropriate qualifications of the highest calibre, relevance and quality.
The Institute is approved as an awarding body by Ofqual, the UK regulator in
education. Its qualifications feature prominently on the Financial Services Skills Council
(FSSC) lists of appropriate and recommended exams.
It provides a range of relevant qualifications which attract over 42,000 exam entries
each year, delivered in more than 50 countries. The Institute continues to develop its
qualifications to meet the demands of the changing financial services industry.
The CISI is committed to assisting individuals to attain and maintain competence and
to promoting trust and integrity.
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