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
  • case study700

    Case study: World Citizens – a practical example

    Feb 8, 2019

    Phil Billingham CFPTM Chartered MCSI, director at Perceptive Planning, unravels a couple’s fiendishly complex financial situation arising from working in three countries, three currencies and different tax regimes

    Read more
  • Vasu Dev and Neel Kamal-700

    Back story: Vasu Dev Puri MCSI and Neel Kamal Puri MCSI

    Feb 7, 2019
    Twins Vasu Dev Puri MCSI and Neel Kamal Puri MCSI are the youngest candidates to achieve our level 6 Diploma in Corporate Finance, having been awarded the qualification in 2018 when they were both just 19 years old
    by Bethan Rees
    Read more
  • iStock-166083636_700x385

    How to deal with poor mental health at work

    Feb 7, 2019
    Poor mental health can affect anyone. Opening up the conversation on mental health could help ease your mind and help to end the stigma 
    by Bethan Rees
    Read more
  • post-modern_700

    Post-Modern Portfolio Theory and financial planning

    Feb 6, 2019
    Much work has been done since Modern Portfolio Theory to help financial planners diversify portfolios for their clients to obtain the best outcomes
    by Gill Wadsworth 
    Read more
  • confidence in economy Feb 2019-700

    CISI survey shows confidence in UK economy at all-time low

    Feb 4, 2019
    Our latest survey reveals that the financial services sector's confidence in the UK economy has deteriorated to the lowest level since 2012
    Read more
  • Navigator700

    My business: Rebuilding lives with cashflow modelling

    Feb 4, 2019

    David Crozier CFPTM Chartered MCSI, managing director at Navigator Financial Planning, explains the value of holistic financial planning
    by Jane Playdon

    Read more
  • iStock-924578652_700x385

    In the news: Fintech – making waves

    Feb 1, 2019
    Fintech is permeating many aspects of our lives, impacting everything from financial literacy among children to the treatment of cancer
    by Bethan Rees
    Read more
  • fintech_700

    Will fintech save the City?

    Jan 31, 2019
    Fintech is creating opportunities and risks for start-ups and established players alike. How is it driving change in education and professional development?
    by Dominic Dudley  
    Read more
  • xxxx_700

    Presenteeism in the workplace

    Jan 25, 2019
    Continuing to work while you are unwell could be negatively impacting your business
    by Bethan Rees
    Read more
  • asset-transfer_700

    Beating the transfer market: when customers need to transfer their assets

    Jan 21, 2019
    Technology has made investment and pension transfers easier, but not all transfers and re-registrations are straightforward
    by Phil Thornton
    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