• 20,000 candidates complete CISI IntegrityMatters test

    Nov 7, 2014

    “Sound ethics and integrity will be crucial to the sustainability of the financial industry and the careers of those entering it today”

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  • The knowledge: Challenging times for compliance

    Nov 5, 2014

    Elizabeth Hornby MCSI is Deputy Chairman of the CISI Compliance Professional Forum Committee. Here she shares her views on the top five compliance challenges facing the industry

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  • School of thought

    Nov 5, 2014
    Sir Andrew Likierman, Dean of London Business School, talks about the need for better regulation, what makes a great leader and the importance of teaching ethics
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  • Putting clients first

    Nov 4, 2014
    The FCA has changed the rules of its client assets regime to help protect customers 
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  • High cost of compliance

    Nov 4, 2014
    The burgeoning price tag for compliance is weighing heavily on the financial services industry. We look at the figures
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  • Five study tips from CISI exam candidates

    Nov 4, 2014
    In the previous edition of Invest (the CISI Student newsletter), we gave you exam tips from Robin Ellis ACSI, who had recently completed our Chartered Wealth Manager Qualification. Response to this article was fantastic – with CISI exam candidates across the world offering up their own tips for success when undertaking Institute exams. Below we outline a few.
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  • Word on the web: Banks under stress

    Oct 31, 2014
    Almost one in five of the eurozone's biggest banks failed the European Central Bank's (ECB's) comprehensive test of their financial safety, while British banks can expect a tougher examination of their financial health this December
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  • Isle of Man dinner kick-starts memorial appeal

    Oct 30, 2014

    The CISI’s Isle of Man branch got a major local fundraising project off to a good start at its annual dinner

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  • Continuing to evolve

    Oct 29, 2014
    With CPD becoming far more of an everyday feature of life in financial services, advisers and firms are busy considering how best to dovetail training and competence requirements
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  • Back story: Nick Bealer

    Oct 29, 2014
    Nick Bealer, Chartered FCSI, Head of Corporate Broking at Cornhill Capital, talks about life as a broker, his work helping Stock Exchange veterans and how he nearly became a priest
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