To set standards of professional excellence and integrity for securities, investment, wealth and financial planning professionals, providing qualifications and promoting the highest level of competence to our members, individuals and firms

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.

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

Professionalism
Knowledge
Skills
Behaviour