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United Kingdom · Qualifications

CISI Integrity Matters (IntegrityMatters)

CISI Integrity Matters is an online workshop and test on ethical dilemmas, which the Chartered Institute for Securities & Investment (CISI) says takes about 30 to 50 minutes. CISI writes the name as one word, IntegrityMatters, and requires new members, Chartered members and some Capital Markets Programme candidates to pass it. A pass also counts towards your continuing professional development (CPD).

  • Up to 2 hoursEthics CPD from passing IntegrityMatters
  • Every 5 yearsHow often CISI suggests members retake it
  • 30 to 50 minutesTime to complete the workshop and test
Where to study

Updated October 2026 · Written from official sources, listed at the bottom of this page

Who has to pass CISI Integrity Matters?

  • everyone applying for CISI membership, before they’re admitted
  • existing members, who have had to pass it or the Integrity & Ethics Professional Refresher unit
  • Chartered members, as part of Chartered status
  • Capital Markets Programme candidates in the UK, Ireland, Europe and North America, before their exam

The Capital Markets Programme page has the cancellation rule if you haven’t passed IntegrityMatters in time.

The Capital Markets Programme →CISI membership grades →

What the test is based on

There’s no workbook for it. The dilemmas come from CISI’s Integrity at Work in Financial Services books, volumes 1 to 4, and the Grey Matters articles in its magazine, The Review. The books cost £10 each in print, and reading them in MyCISI earns CPD hours.

The test isn’t timed and you can take it anywhere, so CISI says many candidates won’t need special arrangements, though it considers reasonable requests.

CISI CPD →

The CISI Code of Conduct

CISI members must meet the eight Principles of its Code of Conduct, which ask them to support the Institute’s values as well as follow the rules. The code is also called the Lord George Principles and is shared with the Worshipful Company of International Bankers. Members must log 1 to 3.5 hours of integrity and ethics CPD every year, depending on their grade.

Sources: CISI and 2 more. Checked October 2026.

Rules and fees can change, so check the official site before your test.

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