About Membership

Membership of the Institute is aimed at helping individuals working within the banking and financial services achieve, sustain and demonstrate the highest standards of customer-focused, ethical professionalism. Ongoing membership of the Institute, and participation in the Institute's CPD programme can help individuals meet the initial and annual re-accreditation requirements of the new Senior Manager and Certification regimes, and support banks in their implementation of the new Individual Conduct Rules. 

We are the only body in the world authorised by the Privy Council to confer eligible members with the professional designation Chartered Banker, the gold standard of banking professionalism. Independent research conducted in the UK perceive Chartered Banker to be the most trusted professional designation in banking. 

Whether you are in the early stages of your career or a qualified and experienced professional we offer routes to help you enter into our professional membership. 

How to become a member

For most, membership comes through study with us or one of our learning partners. Our programmes include modern apprenticeships, specialist banking certificates, the flagship Chartered Banker Diploma and a growing range of degree programmes offered with leading universities. We also offer approved qualifications for those in regulated advice roles. 

Visit our range of qualifications

We also welcome experienced bankers who may have qualified through other bodies in the UK and overseas. Below is important information about our membership grades. 

Events

Professional qualification and membership of the Chartered Banker Institute form a solid base for a successful career in banking and financial services. As a member, you'll benefit from the Institute's status, and professional standing, and be able to meet the requirements of the UK's financial regulators. You'll also be more employable and have better career prospects. 

  1. Image of Professional status

    Professional status

    We are the only body in the world able to confer the status of Chartered Banker - recognised and understood by your customers and peers as demonstrating your commitment to continued professional development.

  2. Image of Professional Insight

    Professional Insight

    Keep up-to-date and well informed. As a member you will have access to trusted information sources, such as our bi-monthly magazine, Chartered Banker, helping keep you informed of important issues in the sector.

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    Volunteering

    Raise your professional profile through the volunteering opportunities we can offer. These range from speaking at events, writing content, committee work, inform thought leadership through surveys or become an FEP volunteer.

  1. Image of On-line professional network

    On-line professional network

    Members have access to a range of powerful networking opportunities with banking peers and other professionals, helping develop and build business and career opportunities.

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    Professional Development

    Access to a library of resources online designed specifically to help you maintain and develop your professional skills and technical knowledge whatever your learning style.

Apply online

We have always led the drive towards higher standards of professionalism and ethical behaviour in banking. Supporting our members within your bank aligns you to this cause. It shows your organisation is committed to helping its employees in improving the culture and standards in banking.

  1. Image of Performance

    Performance

    Supporting employees achieve and maintain professional membership will help increase the number of qualified, confident and competent professionals working for you. This leads to better customer service and business performance demonstrated via significantly improved net promoter scores.

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    Best Practice

    With access to relevant news and information, members can discuss these issues with their peers at our events or in private discussion fora. We believe their organisations benefit from the insight and innovations this brings.

  1. Image of Employer of Choice

    Employer of Choice

    We believe an employer's active support and recognition of professional membership helps existing staff, as well as potential recruits, view that organisation as an employer of choice.

Apply online

Choose membership grade

  • £ 30 per annum

    Affiliate membership is available to you if you have achieved, or are working towards the CB:PSB Foundation Standard, and/or have completed a programme of study accredited by the Institute.

    Affiliate members must adhere to our Code of Professional Conduct and demonstrate their commitment to the Institute's aims and objectives.

    In return you will have access to a range of relevant materials from the website, including your online copy of our bi-monthly magazine Chartered Banker.

    If you would like to apply for Affiliate membership please call 0131 473 7777 or email info@charteredbanker.com

  • The first time you study with us you will become a Student member. The fees for student membership are dependent on your level of study and therefore you should check carefully when applying for your programme of study which fees apply.

    As a student member you will have access to online resources supporting your study module, including guidance on other useful reference materials. 

    Student members must adhere to our examination Rules and Regulations, as well as our Code of Professional Conduct.

  • £ 60 per annum

    Those holding one of our entry-level banking qualifications, or a recognised equivalent which covers professionalism and ethics, qualify as a Certificated member.

    All those who have attained a certificated qualification with the Institute may use the membership designation CCIBS. This includes those holding the Professional Banker Certificate.
     
    Those members who have completed a certificated qualification at SCQF level 8 and above, attaining a minimum of 13 credits, will also be able to use the professional designation Certificated Professional Banker. This includes members who have completed the Chartered Banker Diploma.

    All Certificate members retain their status through meeting the requirements of our programme of continuing professional development, and must abide by our Code of Professional Conduct.

    Certificated members benefit from access to a range of online resources via the members section of our website and receive invitations to attend relevant events. They also receive a hard copy of our bi-monthly magazine. 
     
    If you would like to apply for Certificated membership please call 0131 473 7777 or email info@charteredbanker.com
  • £ 60 per annum

    This is a special class of our Certificate membership for those working in the retail mortgage market. To be eligible you must hold our Mortgage Advice and Practice Certificate (MAPC) or an equivalent qualification recognised by the regulator the Financial Conduct Authority [FCA]. As a member, you will be entitled to use the shortened PMA after your name.

    To retain your status, you will must undertake to keep your knowledge up–to-date by participating in our programme of Continuing Professional Development and comply with our Code of Professional Conduct. If relevant, you may maintain the PMA designation after becoming an Associate or Member, provided you continue to complete the mortgage-related CPD requirements.

    If you would like to apply for Certificated - Professional Mortgage Adviser membership please call 0131 473 7777 or email info@charteredbanker.com

  • £ 96 per annum

    A special class of our Certificated membership for those in the regulated retail investment advice sector. To be eligible, you must hold our Diploma in Investment Planning, or equivalent recognised by the Financial Conduct Authority [FCA], and have a current FCA registration.

    We will support you with relevant CPD to help you meet the FCA requirements. Your Statement of Professional Standing, valid for a period of 12 months, is included in your membership fee. To retain your status, you must comply with our Code of Professional Conduct, as well as meeting the mandatory requirements set by the FCA. If relevant, you may maintain the PFA designation after becoming an Associate or Member, provided you continue to meet the CPD requirements. Read more..

    If you would like to apply for Certificated - Professional Financial Adviser membership please call 0131 473 7777 or email info@charteredbanker.com

  • £ 84 per annum

    To become an Associate you must hold our Associate Chartered Banker Diploma, or a recognised equivalent banking qualification, including study of professional ethics. The professional designation 'Associate Chartered Banker' and the designatory letters ACIBS are available for use by Associate members. To retain the status, Associates must meet the requirements of our continuing professional development programme and abide by our Code of Professional Conduct.

    If you would like to apply for Associate membership please call 0131 473 7777 or info@charteredbanker.com

  • £ 120 per annum

    You can become a Member if you hold the Chartered Banker Diploma, or a recognised equivalent qualification. Members are eligible to use the professional designation 'Chartered Banker' and the designatory letters MCIBS. To retain this standing, Members must adhere to our Code of Professional Conduct and commit to our programme of continuing professional development. We ask our Members to act as a role model and mentor for others in the profession.

    Members have access to resources and events, as well as receiving their copy of our bi-monthly magazine, Chartered Banker, delivered to their door. 

    If you would like to apply to be a Member please call 0131 473 7777 or email info@charteredbanker.com

  • £ 180 per annum

    Fellows are elected by our Council. Nominees must hold an advanced professional qualification which includes study of professionalism and ethics and appropriate coverage of credit and lending. Like all members, our Fellows demonstrate a commitment to continuing professional development and must abide by our Code of Professional Conduct. Fellows act as a champion for banking professionalism and as an ambassador for the Institute and wider banking profession.

    Our Fellows are entitled to use the designatory letters FCIBS after their name, and for those qualified as such, may use the professional designation Chartered Banker. Fellows enjoy unrestricted access to all of our resources and events, as well as receiving their copy of our bi-monthly magazine delivered to their door. 

    If you would like to apply to become a Fellow please call 0131 473 7777 or email info@charteredbanker.com

  • £ 30 per annum

    International membership is open to those residing outside the UK and holding an accredited qualification with one of our partner banking institutes. They must remain a member of that body to enjoy this discounted rate, and participate in a programme of continuing professional development relevant to their role and any professional designation.

    International members must also adhere to our Code of Professional Conduct and demonstrate their commitment to the aims and objectives of our Institute. 

    All International members will have access to resources and information via the members section of the website, including access to our bi-monthly magazine Chartered Banker

    Where agreements exist with specific partner institutes, International members holding accredited qualifications may be eligible to use the professional designation ‘Associate Chartered Banker’ or ‘Chartered Banker’.

    Individuals residing outside the UK who have completed one of the Institute’s own qualifications or who have gained an accredited qualification from one of our university learning partners will not normally be eligible for International membership.

    If you would like to apply to become an International member please call (+44) 131 473 7777 or email info@charteredbanker.com

Important Notes

Change in subscriptions rates occur on 1st July annually. We operate a rolling membership year and renewals fall 12 months after your initial enrolment. The subscription can be paid annually either by direct debit, via the members' section of the website or by cheque.  If paying by direct debit, members have the option to pay their subscription in monthly instalments

Ongoing payment of subscriptions is required to maintain eligibility to use the designatory letters appropriate to your grade of membership, or to continue with your studies.

Thinking about membership

  • Can I attend Institute member events if I'm not a member?

    We welcome non-members along to most of our events. However, non-members pay full price to attend, with members enjoying discounted rates. We do, from time to time, run events where only fully subscribed members may reserve places.

  • Can I get tax relief on my membership subscription?

    Liability for Income Tax is a matter for negotiation between individuals and their respective Tax Authorities, however, subscriptions to professional bodies may be allowable as a deductible expense. 

    In order to claim tax relief, you will need to request a receipt for your membership payment from membership@charteredbanker.com, which you can then submit with your tax return.  If you don't complete a tax return, you can make a claim by writing or phoning your local tax office (your employer will be able to give you the address and reference).

     

  • Can I use a professional designation if not in membership?

    Ongoing payment of subscriptions is required to maintain eligibility to use the designatory letters or professional designation appropriate to your grade of membership. You must also satisfy any relevant CPD requirements. 

  • Do I need to become a member before I can study with the Institute?

    All those studying Institute qualifications are required to hold membership of the Institute in order to begin or continue with their studies. For some qualifications we will include your initial membership fee with your module enrolment fee. Please be sure to read the relevant information on membership before you apply. 

  • What is Continuing Professional Development (CPD)?

    “Continuing professional development (CPD) is the means by which members of professional associations maintain, improve and broaden their knowledge and skills and develop the personal qualities required in their professional lives...” PARN (Professional Associations Research Network).


     

  • Can I claim CPD from the first day I join as a member?

    Yes - our scheme runs from 1st January to 31st December for general membership. You can pro-rata your hours if you join the Institute part-way through the year.
  • Are there any members who are exempt from the CPD scheme?

    We expect all of our members to complete and review their plan annually, apart from the following:
     
    • Retired Members do not need to complete our CPD if they do not wish to use the Chartered Banker designation. They may still use the designatory letters MCIBS or FCIBS if they are eligible. For further information    please read our Guidance for Retired Members.
    • Affiliates and student members.