Chartered Institute for Securities & Investment

‘Chartercross is delighted to align ourselves with what the CISI stands for Professionalism  Integrity &  Excellence. Our ongoing commitment to the standards of professional excellence and integrity set out by the institute dovetails perfectly with our passion of offering the best possible service to our clients across the world’
James Dodds ACSI Managing Director Chartercross Capital Management


Professionalism, Integrity & Excellence

The CISI is the professional body of choice for professionals in the securities and investment industry in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, we have a global community of more than 40,000 members in 116 countries and last year more than 40,000 CISI exams were sat in 80 countries.

The CISI believes professionalism is the blend of three elements:
Knowledge - gaining the initial competence to do your job through professional qualifications, developed by practitioners for practitioners
Skills - continuing Professional Development (CPD) and ongoing learning which enables you to maintain competence through a professional body membership
Behaviour - upholding the highest standards of integrity by signing up to a professional body’s code of conduct.

They believe a professional is someone who has a combination of knowledge and skills, and acts with integrity. And our purpose, as a professional body, is to provide and encourage the attributes necessary to be a professional.

What are Corporate Supporters?

Invited organisations from across the financial services industry have the opportunity to become corporate supporters. This is a public endorsement by the corporate supporter of the aims and objectives of the CISI including support of the Institute’s Code of Conduct. Supporters demonstrate a shared commitment to high standards of excellence and professionalism.