Skip To The Main Content
 
sign in left image
Sign in Register Shop
sign in right image

THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
  • Sign in
  • Register Shop
  • The Review
THE REVIEW
  • Financial Planning
  • Analysis
  • Features
  • Insight
  • News
  • Opinion
  • People
  • Career Development
Sections
  • Building blocks - 1920

    Building blocks to a bright future

    A Fortune 500 CEO shares some insights on how to evolve in your career
    by Lauren Johnson, CISI copywriter 
    Read more
  • copytrading_1920

    Copy trading rules and risks

    This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
    by Bradley Gerrard

    Read more
  • Behavioural finance module - 1920

    Psychology of financial decision-making

    Our Professional Refresher on behavioural finance illustrates how our biases can negatively affect our investment choices
    by Lauren Johnson, CISI copywriter 
    Read more
  • fees-funds-costs_1920

    Fees and charges: the figures behind the jargon

    The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
    by Dan Atkinson

    Read more
  • esg-backlash_1920

    An ESG backlash is simmering. Will it boil over?

    Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
    by Paul Bryant

    Read more
  • Gender-lens_1920

    International Finance Corporation: Banking on Women

    Jessica Schnabel, global head of the Banking on Women programme, talks to Sarah Kidner about its Banking on Women initiative
    Read more
  • Inequalities_1920x1056

    Tackling inequalities

    A key theme from COP27 was the need to tackle global inequalities. The financial services sector is also ramping up its efforts to make a difference in an increasingly uncertain world
    by David Stirling

    Read more
  • CREST-1350722246_1920x1056

    Still on the CREST of a wave

    In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market

    Read more
  • Taxharmony_1920

    Tax net closes in on multinationals

    More multinational companies must now pay tax in the countries in which they do business. Peter Taylor-Whiffen looks at the logistics and the implications

     

    Read more
  • Int-B-Corp_1920

    To B Corp

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

    Read more
  • SPAC_1920

    SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

    Read more
  • tips_700

    Tips from the top: career advice for the young professional

    Mar 22, 2019
    We ask seven inspirational leaders about how to succeed when you’re just starting out 
    by Bethan Rees
    Read more
  • iStock-654597842_700x385px

    In the news: A push for greener investments

    Mar 15, 2019
    Green investments could help mitigate the effects of climate change, but there are some obstacles for investors trying to access them 
    by Bethan Rees
    Read more
  • banner_Adidas_700

    CISI Membership Privileges: 25% off selected Adidas products

    Mar 14, 2019

    Limited time offer, available until 31 March 2019

    Read more
  • smcr_700

    SMCR – learning lessons from banks

    Mar 12, 2019
    The Senior Managers and Certification Regime (SMCR) will demand operational and cultural changes in many firms. Here’s how wealth managers and financial planners can benefit from lessons learnt by banks that have implemented SMCR already
    by Paul Bryant
    Read more
  • Tom Perks700

    CISI Birmingham & West Midlands Introduction to Financial Services Insight event

    Mar 8, 2019

    The inaugural event was held on Friday 22 October 2018 at Succession Wealth in the city centre
    by Matthew Bolton, CISI teaching and learning specialist

    Read more
  • Career-dev_700

    Gender diversity: Where are we now?

    Mar 8, 2019
    To mark International Women’s Day (8 March), we take a look at how the financial services sector is performing on gender diversity 
    by Bethan Rees
    Read more
  • mainJan19-700

    Insights Review by ICG: January 2019

    Mar 4, 2019
    The January 2019 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • structured-products_700

    Ask the experts: Structured products

    Mar 1, 2019
    What are structured products and how do they work? Two experts talk through the details
    by Bethan Rees
    Read more
  • inthenews_march_700

    In the news: Cryptocurrency concerns

    Mar 1, 2019
    From London to Kenya, cryptocurrencies are firmly on the finance agenda. Are they embracing it or rejecting it? 
    by Bethan Rees
    Read more
  • commit-yourself700

    Commit to improve this year

    Feb 28, 2019
    Make 2019 your year for significant self development, because you never know what's around the corner, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning
    Read more
  • Guernsey dinner 700

    CISI Guernsey branch annual dinner 2019 – The Meaning of Liff

    Feb 28, 2019

    John Lloyd, co-author of The Meaning of Liff and producer behind iconic shows like QI, Blackadder, Spitting Image and The Hitchhiker's Guide to the Galaxy, was guest speaker at the event, held on 1 February 2019 at Beau Sejour Leisure Centre, Guernsey

    Read more
  • six questions700

    Six questions to engage your clients

    Feb 27, 2019

    Financial planners will be in a better position to understand clients’ need by connecting with them on an emotional level, writes Amyr Rocha-Lima MCSI, financial planner at Holland Hahn & Wills LLP, and member of the CISI Financial Planning Forum Committee

    Read more
  • introvert700

    Leadership tips for introverts

    Feb 22, 2019
    Introverts have a certain skill set that can help make them effective leaders. Here’s how to play to those strengths in the workplace 
    by Bethan Rees 
    Read more
  • international adviser speak up700

    Put down the whistle and pick up the microphone

    Feb 18, 2019
    Matt Cowan, Chartered MCSI, CISI regional director, Middle East, on creating a culture that encourages financial services employees to speak up about wrongdoing
    Read more
  • shifting landscape700

    In the news: Transforming pensions

    Feb 15, 2019
    The shifting UK pensions landscape has caught the eye of the regulator and climate change campaigners
    by Bethan Rees
    Read more
  • Tim Boles Cape Town700

    People: On the Fury road with Butch the big black Camaro

    Feb 11, 2019

    Tim Boles’ Chevrolet Camaro has outpaced racing megastars and appeared in Mad Max Fury Road
    by Lora Benson, CISI head of media

    Read more
Prev Next
Back to the top of the page

We use cookies to provide you with a better service. Carry on browsing if you are happy with this. Details on the cookies we use can be found in our cookie policy.

Welcome to the CISI Learning Platform

We are excited to introduce your new Learning Platform, designed to change the way you consume CPD content to meet your specific needs. Our innovative platform provides a unique and engaging user experience, offering a diverse range of learning opportunities for every individual.

With intelligent CPD recommendations that learn about you, to curated collections covering a variety of topics, the new platform brings all CISI CPD content into one accessible and streamlined area.

 Start learning
 
 Give me a guided tour
 
 FAQs

Help and support

Looking for assistance? Explore our FAQs for comprehensive guidance on the CISI Learning Platform or take a guided tour of our platform to rediscover its features and functionality.

 Take a guided tour of the learning platform
 
 View our FAQs