Chartered Institute of Securities and Investment (CISI)

The CISI’s CPD scheme is designed to reflect professional requirements. All activities are categorised into two types of learning, referred to as structured and unstructured. The CISI recommends members complete 35 hours of CPD per year, of which a minimum of 21 must be structured and a maximum of 14 may be unstructured.

Completion of full CPD years also provides members with many opportunities. Alongside the correct qualification, it allows members to apply for a Statement of Professional Standing – necessary for all practising retail investment advisers regulated by the FCA, and, alongside other criteria, enables members to apply for an individual charter.

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