the chartered institute for securities and investment
The charity supports the general public. The Chartered Institute For Securities And Investment is a registered charity whose purpose is education and training. It delivers its work by acting as an umbrella or resource body. The charity is based in London and operates in England And Wales, China, and various other locations.
This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.
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.
Fundraising
See where The Chartered Institute For Securities And Investment is active and find local fundraising opportunities.
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 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 |
| 2021 | £13,384,749 | £13,962,664 | £13,962,664 | £14,660,878 | £14,660,878 | 174 / 750 |
Staff column shows: Employees / Volunteers
Details
LONDON
EC3M 3BY