Chartered Institute for Securities & Investment (CISI)

The Chartered Institute for Securities and Investment (CISI) is the professional body of choice for professionals in the securities and investment industry in the U.K. and in a growing number of major financial centers globally. The Institute of Financial Planning (IFP), which served as the founding Member of FPSB in the U.K., merged with Chartered Institute for Securities and Investment (CISI) in November 2015. CISI now administers the CFP certification program in the U.K. Its goal is to bring the highest standards of professionalism to all areas of the financial services industry and provide additional strength and an even greater presence in the financial planning sector.

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Address: 20 Fenchurch St.
London EC3M 3BY, United Kingdom
Phone: +44 20 7645 0777
Fax:
Email: customersupport@cisi.org
Website: https://financialplanning.cisi.org/cisiweb2/wayfinder
FPSB
Financial Planning Standards Board Ltd.

Phone: +1-720-407-1914
Fax: +1-720-407-1921
info@fpsb.org

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Certified Financial Planner

Financial Planning Standards Board Ltd. owns the marks above outside the U.S. and permits qualified individuals to use these marks to indicate that they have met FPSB’s initial and ongoing certification requirements.

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