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
  • wotw_predictions_700

    Word on the web: Predictions for finance in 2016

    Dec 18, 2015
    As the year draws to a close, experts are beginning to predict what may be in store for next year
    Read more
  • change-culture integrity and individual accoutability700

    Culture, integrity and individual accountability

    Dec 15, 2015
    Peter Manning, an independent consultant on risk management and regulation, reflects on a culture change
    Read more
  • Keith Churchouse700

    Celebrating 30 years in UK retail financial services: Keith Churchouse

    Dec 15, 2015
    Financial planning guru Keith Churchouse CFPCM, Chartered FCSI, Director of Surrey-based Chapters Financial and founder of SaidSo.co.uk, is celebrating 30 years in UK retail financial services this month
    Read more
  • Untitled-3

    The knowledge: Presentation tips

    Dec 14, 2015
    Effective presentation skills are invaluable in business. Julia Kirkland, Chartered MCSI, Managing Partner at Financial Services Training Partners, gives five handy hints to help you get your message across
    Read more
  • CSR700

    Corporate social responsibility: Not just for the big boys

    Dec 14, 2015
    There’s a quiet consumer revolution afoot: given the choice, growing numbers of us would prefer to spend our money with a company doing some good in the community. But does the firm you work for recognise that?
    Read more
  • work friendships700

    Work friendships: Where do you draw the line?

    Dec 14, 2015
    We all want to get on with our colleagues. But can friendliness turn into overfamiliarity? Countless true stories about banter gone wrong, oversharing gone viral and work parties gone to A&E seem to suggest so
    Read more
  • wotw_mergers_700

    Word on the web: The M&A boom

    Dec 11, 2015
    A stand out year for mergers and acquisitions activity, 2015 has seen some gargantuan deals, but Europe is lagging behind the US
    Read more
  • corporate_700

    Pimm’s on ice?

    Dec 10, 2015
    Since the Bribery Act 2010 was implemented in 2011, some companies have reduced the level of corporate hospitality they offer. But many more haven't, and the line between entertainment and bribery remains a blurry one
    Read more
  • brexit700

    Brexit and the City

    Dec 7, 2015
    This summer, the CISI conducted an online survey from its website on the likely impact of any British exit from the European Union – ‘Brexit’ – on the City of London
    Read more
  • santa-rally_700

    Word on the web: Is the Santa Claus rally coming to town?

    Dec 4, 2015
    A ‘Santa Claus rally’ – whereby the FTSE 100 posts a positive return in the month of December – has occurred 26 times in the past 31 years. Will it occur again this year?
    Read more
  • gambling_700

    Two sides of the same coin?

    Dec 2, 2015
    The line between gambling and investment is somewhat blurry, but the differences in the regulations that govern each industry are clear 
    Read more
  • changenov700

    Read the November issue of Change – the CISI's regulatory magazine

    Dec 2, 2015
    The November 2015 edition of Change is out now, providing comprehensive coverage and analysis of the latest key UK, EU, US and global developments across financial regulation
    Read more
  • inajam700

    Grey matters ethical dilemma: In a jam – the verdict

    Dec 2, 2015
    Javid needs to process a transaction that is above the amount he is allowed to approve. His supervisor is not around but provides her login details so Javid can complete the transaction himself. Following this, what might he do?
    Read more
  • Dec-issue_700

    Your December print edition is here

    Dec 1, 2015
    See how the Financial Advice Market Review can succeed, how the tobacco industry can tackle the threat of e-cigarettes, and what can be done to combat cloning scams in the latest edition of the Review
    Read more
  • wotw_bonuses_700

    Word on the Web: A banker turns on bonuses

    Nov 27, 2015
    Criticism of bankers’ pay has come from a fairly unexpected source: Deutsche Bank’s co-CEO, John Cryan
    Read more
  • omand_700

    Tracking the bad guys

    Nov 27, 2015
    In the December print edition of the Review, we profile Sir David Omand, former Director of GCHQ, who explains that security and privacy must go hand-in-hand.
    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