The CISI

The official channel for the CISI, the global professional body of choice for financial services professionals. #CISIexam #CISICPD

[The CISI @CISI]

Find out why execution matters as much as portfolio design in our #CISIReview article by Victoria Kuok, FCBI, FCSI, FCPA.

Read more here: https://t.co/FPgpYajsFP

[PIMFA @PIMFA_UK]

⚖️ Non-financial misconduct remains a major challenge for firms.

Our new guide (with @CISI, @CIIGroup & @ClydeCoNews) helps firms:

🔸 Raise standards
🔸 Meet requirements
🔸 Build effective frameworks

👉 Read our guide - https://t.co/GanV2aBerV

[Wealth DFM @WealthDFM]

Tracy Vegro OBE, CEO of The Chartered Institute for Securities & Investment (@CISI) shares some practical pathways, real-world experience, and flexible ways to learn and advance for the next generation of investment professionals.

https://t.co/DO0NPwzuSc

[The CISI @CISI]

Is diversification enough when markets come under pressure?

Our #CISIReview article by Victoria Kuok, FCBI, FCSI, FCPA, explores why diversification isn't always as resilient as it appears.

Read more here: https://t.co/DEZrzX9orc

#CISICommunity #FinancialServices

[PIMFA @PIMFA_UK]

📣PIMFA launches a practical guide, in collaboration with the @CISI, @CIIGroup, & @ClydeCoNews, to help firms tackle non-financial misconduct (bullying, harassment & discrimination) - https://t.co/GanV2aBMht

✅Plain English definitions
✅Actionable steps
✅Real-world scenarios

[The CISI @CISI]

#VolunteersWeek is back, 1–7 June! Thank you to our exam panel members who volunteer their time & expertise. From reviewing exam content to shaping professional standards, your contribution helps keep our qualifications relevant, rigorous and respected worldwide.

#CISICommunity

[The CISI @CISI]

Congratulations to our 2026 CISI award winners. Your dedication and commitment to excellence truly stand out!

#CISIAwards #ExcellenceInFinance #Congratulations #CISICommunity

[The CISI @CISI]

Iyanu Amusat CFP™ MCSI became a CFP™ professional and Chartered Wealth Manager at just 24, proving what’s possible with focus, discipline and ambition.

Read Iyanu’s story and the tips he shares for building a career in financial planning: https://t.co/SIR9yto9o0

#TheReview

[The CISI @CISI]

Happy New Year from all of us at CISI!
#2026

[The CISI @CISI]

The UK Financial Planning Week is a great opportunity to learn how financial planning can support you through all life's stages.

Visit our website to book a complimentary session with a financial planner as part of the week: https://t.co/hBGaQIMrZo

#FPWUK #FinancialPlanning

[The CISI @CISI]

Merry Christmas from all of us at the CISI!
#Christmas2025

[The CISI @CISI]

Stay up to speed with investment trusts by completing the Investment Company Accreditation from the AIC:

☑️ 4 x 45 minute CPD sessions
☑️ Study in your own time
☑️ Demonstrate your knowledge to clients
☑️ It’s free!
Start now: https://t.co/1lEtAY4DDI
*This is a sponsored post

[The CISI @CISI]

Celebrating our volunteers at the Financial Services Specialists annual event 2025!

Their expertise keeps our qualifications relevant, rigorous and respected, guiding thousands of professionals on their learning journey.

#CISICommunity #BeAProfessional #Volunteers

[The CISI @CISI]

Markets rise, markets fall, but smart investors know to Tune Out the Noise. Watch the Errol Morris documentary that Dimensional Fund Advisors believes every financial professional and investor should see: https://t.co/PtRyAaR1wT
#TuneOutTheNoiseFilm
*This is a sponsored post

[The CISI @CISI]

Have you booked your place yet? Our Annual Integrity Event is getting closer!

Hear what last year’s attendees had to say about their experience and why you won’t want to miss this year’s event.

Join us online: https://t.co/C6LYLDocuW

#IntegrityMatters

[The CISI @CISI]

Join us next month for an insightful event focusing the recent findings from the UK Budget and the impact on financial advisers and their clients.
Book now: https://t.co/CaiAdxCrNg

#FinancialServices #UKBudget

[The CISI @CISI]

From NVIDIA to Caterpillar, companies across industries are being reshaped by AI. Diversification can help you avoid missing out on the winners, says Dimensional’s Wes Crill: https://t.co/jY6EQUGWAl

[The CISI @CISI]

Today is World Financial Planning Day! Discover how a solid financial plan can help you achieve your goals, whether saving for retirement or managing debt. https://t.co/DoTLXQhlNz

@FPSB
#WFPD2025 #CFP #FinancialPlanning #IOSCOWIW2025

[The CISI @CISI]

We concluded the #FPC25, which brought together the key insights, ideas, and inspiration from an incredible few days. A heartfelt thank you to our speakers, sponsors, delegates, and our team for making it a success.
#FinancialPlanning25 #CISICommunity

[The CISI @CISI]

Thank you for celebrating with us at the Financial Planning Awards! Your passion and excellence made it an unforgettable evening.
#FPAwards #FinancialPlanning25 #CISICommunity #HomeOfFinancialPlanning