Application Forms

  New Membership (MCSI) Via Experience Form 

If you do not hold qualifications that entitle you to directly apply for full membership, but you have considerable experience in the finance profession, you can apply for Membership via Experience.

  Membership Upgrade Form 

Existing Affiliate/ACSI members who have obtained an appropriate qualification, or an external qualification that qualifies them can apply to upgrade their membership.

  Chartered Fellow (Financial Planning) application form 

Showcase your knowledge, experience and achievements with the Chartered Fellow (Financial Planning) designation.

  Individual Charter Upgrade Form 

If you have met the requirements to upgrade to individually chartered status, you may apply for Chartered Member or Chartered Fellow status. View more information on individual charter and requirements.

  Reinstatement (Affiliate/ACSI/MCSI) Application Form 

Members whose membership has lapsed within the last three membership years may reinstate their membership at the cost of a full year of membership. If membership has been inactive for longer than this, a new application form will need to be completed and the appropriate joining fees will apply.

  ACCA members: Apply for CISI membership here.

The partnership between ACCA and the CISI has been developed so that ACCA members who work or have an interest in the securities and investment professions can have easy access to the CISI qualifications and membership that can assist their career progression.
*Please attach evidence of your ACCA membership certificate when applying for CISI membership.

  CAIA members: Apply for CISI membership here.

A Partnership with the CISI and the CAIA has been established to allow CAIA members who passed the Charter Programme to apply for ACSI membership, or MCSI with three or more years experience.
*Please attach evidence of your CAIA membership certificate when applying for CISI membership.

  ICSI members: Apply for CISI membership here.

ICSI members do not have to sit further examinations to become CISI members and they are eligible to join at ACSI level. ICSI members are eligible to upgrade to full MCSI membership if they have three years' professional experience.
*Please attach evidence of your ICSI membership certificate when applying for CISI membership.

  ICIFA members: Apply for CISI membership here.
*Please attach evidence of your ICIFA membership certificate when applying for CISI membership.

  Membership Application Form - Kenya