CISI
Best Practice | 6 Feb 17
Malta ups number of adviser qualifications in new deal
Malta is upping the number of adviser qualifications it offers as part of a new deal that strengthens ties between the Chartered Institute for Securities & Investment (Cisi) and the island’s Institute of Financial Services.
Best Practice | 5 Jan 17
Uncovering stances on business ethics among advisers globally
Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI’s manager of ethics and integrity.
Best Practice | 25 Nov 16
Professional development mandatory for all members: CISI
The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.
Best Practice | 15 Nov 16
Cross border adviser diplomas between UK and Ireland go live
The Chartered Institute for Securities & Investment (CISI) has agreed a cross border deal enabling recognition of its financial services qualifications between Ireland and the UK.
Best Practice | 6 Oct 16
CISI defends industry against UK PM’s crackdown on advisers
The Chartered Institute for Securities & Investment (CISI), a UK professional standards body for the financial services industry has defended advisers against British prime minister Theresa May’s pledge to crackdown on the profession for helping the rich avoid tax.