THE CHARTERED INSTITUTE FOR SECURITIES AND INVESTMENT
Activities
As described by the charity on the register
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.
Latest income
£20.4m
Expenditure
£20.3m
Financial year end
2025-03-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2021-03-31 | £13.4m | £14.0m | |
| 2022-03-31 | £17.0m | £17.3m | |
| 2023-03-31 | £19.0m | £16.5m | |
| 2024-03-31 | £19.2m | £18.3m | |
| 2025-03-31 | £20.4m | £20.3m |
Latest detailed return
Year end 2025-03-31 · consolidated (group) figures
Income mix
| Donations & legacies | £0 |
| Charitable activities | £18.9m |
| Trading | £0 |
| Investment income | £629k |
| Total income | £20.4m |
Spending
| Charitable spend | £20.3m |
| Raising funds | £0 |
| Grants to institutions | £0 |
| Governance | £537k |
| Total expenditure | £20.3m |
Balance sheet
| Reserves | £19.1m |
| Total funds | £19.1m |
| — restricted | £0 |
| — unrestricted | £19.1m |
| — endowment | £0 |
| Total assets | £19.1m |
| Cash | £8.3m |
People
| Employees | 195 |
Classification
The charity's own register classification
What it does
- Education/training
Who it helps
- The General Public/mankind
How it works
- Acts As An Umbrella Or Resource Body
Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.