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The Chartered Banker Institute became an FCA accredited body in September 2011 and is authorised to issue Statements of Professional Standing (SPS) to advisers who meet the FCA’s professional standards’ requirements. All retail investment advisers must hold an SPS from 31 December 2012.
Advisers wishing to apply for an SPS must:
For more information, download our SPS Guidance.
The Institute has a Professional Financial Adviser (PFA) membership package that includes an SPS and is available to all advisers who meet the FSA' requirements.
Visit our PFA page for more information and an application form.
Existing advisers must ensure they hold a valid SPS within 60 days of 31st December 2012.
All other advisers must obtain their SPS within 60 days of achieving their adviser status.
Download our full SPS Guidance which we have also split into smaller sections:
Retail Distribution Review
Statement of Professional Standing (SPS)
The Chartered Banker programme provides broad, flexible skill sets and a wide range of ways to achieve the qualification.
Philip Grant, Managing Director, UK Private Banking at Lloyds Banking Group