History of the CISI
The Chartered Institute for Securities & Investment is a global professional body for those working in the financial and investment industry. Discover its journey from its origins at the London Stock Exchange. For a broader encyclopedic overview, view the Grokipedia CISI entry.
Founded
1992
Headquarters
London, United Kingdom
Global Reach
80+ countries
Founded as the Securities Institute by members of the London Stock Exchange.
Initial purpose was to provide training and qualifications for exchange practitioners.
Rebranded as the Securities and Investment Institute (SII).
Reflected a broadening scope beyond securities into wider investment sectors.
Granted a Royal Charter by HM Queen Elizabeth II.
Recognized with a Royal Charter, establishing the modern CISI brand.
Granted a Patent of Arms.
Formal recognition of the Institute's professional standing and heritage.
Merged with the Institute of Financial Planning (IFP).
Established financial planning as a core global pillar for the organization.
Co-founded the Chartered Body Alliance.
Partnered with the Chartered Insurance Institute (CII) and Chartered Institute of Bankers in Scotland.
IntegrityMatters reaches 60,000 users.
A major milestone for the Institute's flagship ethical training module, emphasizing ethics in finance.
Launched dedicated mental health portal.
Provided vital resources for stress and well-being within the financial services sector.
Launched global remote invigilation exams & Mobile App.
Accelerated digital transformation by enabling remote testing and releasing the official MyCISI app.
Celebrated 30th Anniversary.
Marked three decades of growth, expanding to 45,000 members across more than 100 countries.
Launched AI Ethics & Learning Programme.
Introduced specialized training to help financial services navigate artificial intelligence with transparency and ethics.
Significant Membership Growth.
CISI recorded a 28% growth in membership, reflecting its expanding global influence and the success of its digital initiatives.
Expanded Sustainable Finance & Digital Offerings.
Continued global expansion with enhanced qualifications in Green and Sustainable Finance and a modernized MyCISI platform.
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