The CISI podcast

Oct 27 2023 18

The CISI podcast artwork

The Chartered Institute of Securities and Investments (CISI) is the professional body of choice for professionals in capital markets, corporate finance, compliance, risk, financial planning, Islamic finance, operations and wealth management in the UK and in a growing number of major financial centres globally. Formed in 1992 by London Stock Exchange practitioners, the CISI has a global community of more than 40,000 members in 116 countries.Exploring a wide range of topics, this new podcast from the CISI will feature experts discussing matters from mental health to AI and how they apply to the financial services profession.
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Black History Month 2023: Rising through our ‘glass ceiling’

Oct 27 2023 36 mins

There are still many people who are unaware of the array of opportunities available to them in the financial services sector, especially those who are underrepresented, including Black women. In this insightful panel discussion, three sector professionals across media, banking and investment share how they exercised leadership to forge their careers in finance, the value their pers

Customer vulnerability - Regulatory and customer behavioural insights - Part 2

Aug 07 2023 29 mins

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at the Money Advice Trust, and a Fellow of the Royal Society for Public Health and Leigh Caldwell behavioural economist, founder of the Irrational Agency and author of The Psychology of Pri

Customer vulnerability - Regulatory and customer behavioural insights - Part 1

Aug 07 2023 31 mins

This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at the Money Advice Trust, and a Fellow of the Royal Society for Public Health and Leigh Caldwell behavioural economist, founder of the Irrational Agency and author of The Psychology of Pri

Mental health of young men in financial services

Apr 27 2023 52 mins

This podcast is a discussion about the role that Banter plays in a working environment particularly in the context of young men and their mental health. The moderator and panellists explore the concept of good and bad banter, and work through scenarios in a professional and personal capacity where banter can negatively affect performance and progress. This is the second podcast in

“It’s just a joke!”: But is it? CISI and Focal Point discuss their recent research on banter in the workplace.

Dec 16 2022 34 mins

It's just a joke... a funny nickname... a good laugh. But is it really? When is it banter and when has it crossed the line? In this podcast, we take a deep dive into recent findings on the effects 'bad banter' can have on teams and organisations, and offer tips on how to navigate situations where it has crossed the line. A must-listen if you're working as part of a team! Hosted on

Career talks: Take your career a day at a time

Aug 31 2021 19 mins

Andrew Dawson is joined by Luke Hornsby, who shines a light on the positives of compliance, learning something new every day and having best client outcomes at heart. Luke also shares his journey into financial services going through clearing into university, spending a year in the hospitality sector, then to recruitment and into compliance. Do you want to know more abou

Career talks: We’re not shouting loud enough about how great this career can be

Aug 18 2021 24 mins

Stephen Harris talks with one of the earliest members of the committee, Ross Jeffries. Listen in to find out Ross’s journey with financial planning, how well you get to know someone when being their financial planner and how he built connections without having gone to university. Do you want to know more about our Young Professionals’ Network? Visit cisi.org/ypn for information

Career talks: It’s all about those transferrable skills

Aug 11 2021 22 mins

Leaving university at the height of the financial crisis Stephen Harris tells Luke Hornsby how his career journey has unfolded, discussing how important it is to not be hesitant about trying something new. Stephen also shares some advice for all young professionals on how you know it’s time to move onto a new role or new challenge. Hosted on Acast. See acast.com/privacy fo

Career talks: I used to sometimes put on accents for sales calls…

Aug 04 2021 14 mins

Emma Dobson and Gladys Garcia sit down to discuss Gladys’ variety of experience, including being a ‘Saturday kid’ at a retail bank, stockbroking and now into asset management. They also discuss being that ‘go to’ person, and the importance of finding solutions. Do you want to know more about our Young Professionals’ Network? Visit cisi.org/ypn for information

Career talks: Play to your strengths

Jul 27 2021 27 mins

Gladys Garcia and Siobhan Baker feature in our third episode of the series where Siobhan opens up about her various previous job roles. This even includes teaching in Spain, sharing how useful it is for her career now. Do you want to know more about our Young Professionals’ Network? Visit cisi.org/ypn for information about our brilliant network, and examples of the high-qua