The CISI Podcast

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. Hosted on Acast. See acast.com/privacy for more information.

The CISI Podcast is a business podcast hosted by The CISI, with 19 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

The CISI hosts The CISI Podcast, a business show with 19 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The CISI Podcast

  CISI Compliance Podcast - Episode 3

  Dec 5, 202543 minS0

  <p>In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an engaging and insightful discussion on the evolving world of compliance.</p><br><p>Together, they explore the challenges and opportunities facing compliance professionals today, from navigating rapidly changing regulatory expectations to building resilient frameworks that support good governance and sustainable growth. Rob and Mark share their practical experiences from working with firms across the UK, offering real-world examples, expert perspectives, and thoughtful guidance on...

  ListenShow Notes
• 

  The CISI Podcast

  CISI Compliance Podcast - Episode 2

  Nov 28, 202541 minS0

  <p>In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an engaging and insightful discussion on the evolving world of compliance.</p><br><p>Together, they explore the challenges and opportunities facing compliance professionals today, from navigating rapidly changing regulatory expectations to building resilient frameworks that support good governance and sustainable growth. Rob and Mark share their practical experiences from working with firms across the UK, offering real-world examples, expert perspectives, and thoughtful guidance on...

  ListenShow Notes
• 

  The CISI Podcast

  CISI Compliance Podcast - Episode 1

  Nov 21, 202539 minS0

  <p>In this episode of the CISI Compliance Podcast, Catherine Levy, Chair of the CISI Compliance Forum, sits down with Rob Gordon, Partner at RSM UK, and Mark Bailey, Associate Director at RSM UK, for an engaging and insightful discussion on the evolving world of compliance.</p><br><p>Together, they explore the challenges and opportunities facing compliance professionals today, from navigating rapidly changing regulatory expectations to building resilient frameworks that support good governance and sustainable growth. Rob and Mark share their practical experiences from working with firms across the UK, offering real-world examples, expert perspectives, and thoughtful guidance on...

  ListenShow Notes
• 

  The CISI Podcast

  Preparing Your Business For Sale – The Broker’s Inside Tips

  Jun 27, 202548 minS0

  <p>In this insightful episode, we’re joined by Louise Jeffreys, Managing Director of Gunner & Co, one of the UK’s leading M&A consultancies specialising in the financial planning and wealth management sector. Louise shares her expert advice on how to prepare your business for sale — from getting your financials in order to understanding what buyers are really looking for.</p><br><p>She also offers a rare glimpse behind the scenes with practical tips brokers use to maximise value and attract the right buyers. Whether you're considering a sale in the near future or simply want to future-proof your b...

  ListenShow Notes
• 

  The CISI Podcast

  Black History Month 2023: Rising through our ‘glass ceiling’

  Oct 27, 202336 minS0

  <p>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 perspectives bring, and explain what more organisations can do to reach marginalised communities. </p><br><p>Speakers: Selina Flavius, Founder of Black Girl Finance; Alexis Owuadey, vice president at Harbour Vest; Taofikat Agboola, client management associate at RBC Wealth Management.</p><br><p>Mod...

  ListenShow Notes

Recent guests on The CISI Podcast. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.