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Enquiries
Email: membership
Tel: +44(0)131 473 7777

Am I eligible?

Membership Categories

  • Our CPD scheme is applicable to all membership categories.
  • It is expected that members will complete their CPD on an annual basis and maintain a CPD plan.

Special arrangements are in place for the following:

Retired 

  • If Retired members undertake formal work [even on a part time basis] then they need to be fully up to date with appropriate financial services and, as such, should fulfil the standard requirements of the CPD scheme ie 35 hours including the Professionalism and Ethics element. Completion of their CPD enables them to use the designation of ‘Chartered Banker’.
  • Fully Retired members who choose not to complete the full 35 hours of CPD activity will not be able to use the designation of ‘Chartered Banker’. They may still use designatory letters of MCIBS or FCIBS where eligible.

Part-time

  • Part- time workers need to be fully up to date with appropriate financial services and, as such, should fulfil the standard requirements of the CPD scheme ie 35 hours including the Professionalism and Ethics element. Completion of their CPD enables them to use the designation of ‘Chartered Banker’.
  • PMAs, who work part- time, will need to complete the same CPD as full time employees.

Maternity Leave/ Career Break

  • Members who are on Maternity/ Paternity Leave or on a Career Break, of up to a maximum of 1 year, will be Exempt from registering their CPD with us during their period of absence [they can, of course, choose to continue with CPD if they wish]. They can continue to use the designation of ‘Chartered Banker’ providing their CPD was up to date prior to starting Maternity/ Paternity Leave/ Career Break.
  • On return to work, they will resume the requirements appropriate on a pro rata basis for the number of months worked during the CPD year in which they return. In ensuing years, 35 hours of CPD activity will apply.

Long Term Illness

  • The CPD requirements of members who have been absent due to illness for more than 3 months will be treated sympathetically and considered on a case- by- case basis.
  • We need to make sure our people have the opportunities to learn and qualify right across the full range of disciplines.
    Graeme Hartop, Managing Director, Scotish Widows Bank