The Chartered Institute For Securities And Investment
To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.
Activities & Mission
To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.
Is this your charity?
Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.
Learn more about premium profiles See a sample profileAreas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Show all 11 areas of operation Hide areas of operation
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2026.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2026 | £21,092,281 | £22,605,556 | £22,605,556 | £17,554,586 | £17,554,586 | 203 / 178 |
| 2025 | £20,445,992 | £20,265,913 | £20,265,913 | £19,146,976 | £19,146,976 | 195 / 150 |
| 2024 | £19,218,620 | £18,282,503 | £18,282,503 | £19,017,716 | £19,017,716 | 201 / 0 |
| 2023 | £19,014,375 | £16,502,440 | £16,502,440 | £17,101,466 | £17,101,466 | 197 / 750 |
| 2022 | £17,031,854 | £17,320,383 | £17,320,383 | £14,954,865 | £14,954,865 | 189 / 750 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Chartered Institute For Securities And Investment
What does The Chartered Institute For Securities And Investment do?
To promote for Public Benefit the advancement of knowledge in the field of securities and investments; to promote and develope ethical standards for practitioners in the field of securities and investments; to act as an authoritative body for the purpose of consultation and research in matters of education or public interest concerning investment in securities. See the list on the CISI website.
How much income did The Chartered Institute For Securities And Investment report in 2026?
The Chartered Institute For Securities And Investment reported total income of £21.09m and reported expenditure of £22.61m for the financial year ending 2026, based on the most recent annual return filed with the Charity Commission.
When was The Chartered Institute For Securities And Investment registered as a charity?
The Chartered Institute For Securities And Investment was registered with the Charity Commission for England and Wales on 11 November 2009 as charity number 1132642. It has been registered for 17 years.
Who runs The Chartered Institute For Securities And Investment?
The Chartered Institute For Securities And Investment is governed by a board of 12 trustees. The chair of trustees is Michael Cole-Fontayn. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Chartered Institute For Securities And Investment operate?
The Chartered Institute For Securities And Investment operates across 11 areas, including Australia, China, India and 8 others. The full list is shown on its profile.
Is The Chartered Institute For Securities And Investment a registered charity?
Yes — The Chartered Institute For Securities And Investment is a registered charity in England and Wales, charity number 1132642.
Is this your charity?
Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.
Learn more about premium profiles See a sample profileDetails
Registry Information
Trustees
Also governs 1 other charity
Also governs 1 other charity
Data & trust
- Register data refreshed
- 9 November 2026
- Methodology
- How metrics are calculated