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This year's Annual General Meeting will take place from 09:45 to 10:00 on Tuesday 10 October 2023 at 20 Fenchurch Street, London, ECM 3BY and by virtual means.
The following three Directors retire by rotation and will stand for re-election at the AGM. All have made a significant contribution to the lnstitute's affairs during their tenure and the Board believes that it is in the interest of members and of the Institute that they should continue to serve on the Board.
We are excited to introduce our cutting-edge new Learning Platform, designed to revolutionise how you access and consume our world-class CPD content .
Each time you login to MyCISI we'll show a collection of the recently updated CPD matching your chosen category
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The FCA are currently running a consultation on ‘Consumer Duty’ in which they would require firms to ask themselves what outcomes consumers should be able to expect from their products and services, act to enable rather than hinder these outcomes and assess the effectiveness of their actions. The Duty will have three elements: a) Measurement of four outcomes: Communications, Products and services, Customer service and Price and value b) Overarching cross cutting rules and c) A consumer principle One of the questions they are asking professional bodies to give feedback on is the consumer principle. It is meant to set a clear tone and uses language that reflects the overall standard that the FCA will expect from firms. Can you help us (the CISI) respond to the consultation by selecting the statement that you think would set a higher standard of conduct for firms in relation to retail market activities? Option 1: A firm must act to deliver good outcomes for retail clients Option 2: A firm must act in the best interests of retail clients
Before you renew your membership, you must submit your CFP™ renewal declaration online using this form. Click here to complete your CFP™ renewal Once you complete your declaration, you can continue with your membership renewal. Thank you for your continued support.
Over the last 18 months we have consulted widely with members to help us review the core purpose of the CISI. The two purpose statements below represent a summary of the views expressed at these discussions. Now we are asking you to vote for which one of these you prefer. This is important as it will help determine the Institute’s strategic direction, and is at the heart of its activities.
Thank you. We are grateful for your feedback as it will help inform the direction the Institute takes for years to come.
You have until the 31 May 2021 to complete your CPD requirements for the current period. Please ignore the closure date on the system for the 2020/2021 CPD cycle. Close this message
Hi , thank you for joining the CISI and welcome to your personal portal: MyCISI. As a CISI member, you are required to pass our online ethics test – IntegrityMatters.This will unlock your MyCISI account and provide access to your full selection of benefits. More information on the CISI integrity requirements is available here.