The Chartered Institute for Securities and Investment

Analysis

The Chartered Institute for Securities and Investment is a registered charity in England and Wales, based in London. It was registered in November 2009, 17 years ago. Its declared purposes cover education/training, which this site groups under education and training. It says it acts as an umbrella or resource body.

In the financial year ending March 2026, The Chartered Institute for Securities and Investment reported income of £21.1m and spending of £22.6m, spending 107% of what it took in. Across the 5 years on record, from March 2022 to March 2026, income grew from £17.0m to £21.1m (+24%), an average of +5.5% a year. Over the whole period it spent 98% of the income it received.

Among 21,402 England and Wales charities whose main cause is education and training and that reported income, The Chartered Institute for Securities and Investment sits at the 99th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include William Jones's Schools Foundation (£21.1m), Homerton College Cambridge (£21.2m) and The King's School Worcester (£20.8m).

In its latest detailed accounts, income came from charitable activities 94% and investments 2.0%. Charitable activities took 99% of spending and raising funds 0.0%. Grants to other organisations totalled £277k. Reserves of £17.6m would cover about 9 months of spending at that rate. It employed 203 people.