News, Comment & Analysis results for Chartered Institute for Securities

People Moves
5 July 2024

Who’s Moving Where In Wealth Management? - Chartered Institute for Securities & Investment, Carmignac

The latest moves and appointments in wealth management in the UK, the rest of Europe, the Middle...

14 June 2024

UK Investment Firm Secures CISI Chartered Firm Status

The status is awarded by the Chartered Institute for Securities & Investment. ...

21 September 2018

Free Financial Planning Sessions For UK Investors

The free, one-hour, confidential sessions put on by CISI certified financial planners are worth up...

Banking Crisis
12 August 2014

CISI Tells Graduates: Having A Degree Is Easiest Way Into Finance

The best way to enter the financial industry is to get a degree, according to the latest survey by...

People Moves
30 July 2014

CISI Appoints President In Manchester Region

One of Brewin Dolphin’s divisional directors has been named president of the Chartered Institute...

People Moves
7 April 2014

CISI Managing Director To Step Down In 2015

Ruth Martin, managing director at the Chartered Institute for Securities & Investment (CISI), has...

2 November 2012

Majority Of UK Advisors Going Above And Beyond Minimum RDR Qualifications


9 August 2012

CISI, FINRA Sign MoU For New RDR Qualifications


Industry Surveys
7 August 2012

CISI Poll Reveals Two-Thirds Of Financial Services Professionals Mistrust Banking Industry


People Moves
26 August 2011

Record Numbers Pass CISI Private Client Exam


Comment & Analysis results for Chartered Institute for Securities

6 November 2013


At a recent ‘training and competence’ conference in London hosted by the Chartered Institute...