CPD Scheme and Events

Members can maintain their ongoing competence and demonstrate to employers and the regulator that their professional development is being met using the CISI’s formal CPD scheme. Members can also keep a record of activities easily using our free CPD record system, plus any CISI CPD activities completed are automatically added to their record.

Members can fit in structured CPD learning around their work with a full programme of free lunchtime and early evening events. These are available to all members in London, regionally and internationally. This year, more than 450 events will be held covering a wide range of topics for all categories of members.

Online Development

Members can access a range of online development tools through their personal portal MyCISI.

Members who can’t make it to an event can catch up on CISI TV where a selection of the Institute’s most popular CPD events are available to watch online, anywhere, anytime.

If members want to refresh their professional knowledge they can access Professional Refresher, an online training tool consisting of over 200 modules. It lets members complete refresher tests on a variety of topics, allowing you to gain CPD when you pass a module test.

Whenever CISI members use CISI online development tools, the CPD is automatically added to their personal record.

Download our MyCISI Member App

Available on Apple iOS and Android

Designed to make your life easier, we’ve made it simpler and quicker to find your membership benefits and stay on top of your CPD requirements.

Access all the personalised first-class CPD resources you enjoy, such as CISI TV, The Review and Professional Refresher, to earn CPD hours from your device, wherever you are – all automatically logged to your CISI CPD record.

Search MyCISI in the App Store or Google Play or click the buttons below

Mentoring Scheme

The CISI mentoring scheme is a brand-new benefit available to all CISI members, offering the opportunity for members to support one another. We hope that through building strong and trusting relationships, aspiring members can gain the knowledge, confidence and self-awareness that will empower them and further their careers.

The mentoring platform will facilitate a structured exchange of knowledge and experience to benefit both mentors and mentees.

Designations

Through the various grades of membership members can gain designatory letters. These, added to a CV, business cards or LinkedIn profile, indicate a knowledge of, and experience within, the financial services sector. Members can also strive to become personally Chartered and achieve the pinnacle of professionalism. Chartered members of a Chartered body are highly regarded as qualified professionals, and are considered experts in their fields.

Member Badges

As a CISI member, you have access to personal member badges which are designed to help you differentiate yourself from your peers, display your achievements as a CISI member and ensure you maintain your competitive edge.

The member badges available are related to your membership grade (Affiliate to Chartered Fellow) and any qualification-based title or certifications you have (Chartered Wealth Manager, CFP™ professional and/or Accredited Paraplanner).

Find out what badges you are eligible to download and use in MyCISI

Mentoring Scheme

The CISI mentoring scheme is a brand-new benefit available to all CISI members, offering the opportunity for members to support one another. We hope that through building strong and trusting relationships, aspiring members can gain the knowledge, confidence and self-awareness that will empower them and further their careers.

The mentoring platform will facilitate a structured exchange of knowledge and experience to benefit both mentors and mentees.