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CISI and IPI partner to offer ‘lifelong learning resources’ to asset management professionals

By Mark Battersby, 21 Mar 25

Programme participants of IPI receive a 1-year sponsored CISI membership

The Chartered Institute for Securities & Investment (CISI) and Inflection Point Intelligence (IPI) have formed a strategic global partnership to offer world-class CISI membership to participants in IPI’s Asset Management Programmes.

This collaboration is designed to provide lifelong learning resources, professional development, and access to a global network of financial services professionals, the CISI said in a statement on 20 March.

Through this initiative, participants in IPI’s Asset Management Programmes will benefit from exclusive access to CISI membership, which includes a wealth of educational resources, including access to the CISI’s state-of-the-art learning portal, networking opportunities, and industry-leading insights. With over 54,000 members worldwide, the CISI is an educational charity and professional membership body dedicated to raising standards in the financial sector by fostering continuing learning and professional excellence.

Programme participants of IPI, a leader in asset management education, receive a 1-year sponsored CISI membership at Affiliate, Associate, or Member levels, completely free of charge.

Eligible IPI programmes are:

The Henley Family Office Programme (an executive education programme from Henley Business School)
The Henley Executive Hedge Fund Programme (an executive education programme from Henley Business School)
The Private Equity Learning Pathway

Tracy Vegro OBE, CISI chief executive, said: “We are thrilled to partner with IPI in our shared mission to advance professional development within the asset management industry. By offering CISI membership to IPI programme participants, we are ensuring they have access to high-quality resources, thought leadership, and a dynamic global community that will support their career growth at every stage.”

Anna Stephenson (pictured), co-founder and managing director of IPI, right, added: “This partnership with CISI aligns perfectly with our commitment to equipping asset management professionals with the skills, knowledge, and networks they need to excel. Our participants will gain invaluable access to CISI’s extensive resources and global community, reinforcing their lifelong learning journey and enhancing their career prospects.”

Tags: CISI | IPI

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.