Welcome to the Chartered Banker Institute

Professional Banker Diploma

Do you want to further enhance your professional expertise and gain recognition? Find out more about the next step available for your professional development by calling our Membership Engagement Team on
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Annual Report 2017

Our Annual Report showcases some of our many achievements in the past year, as well as setting out our future plans.

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New Job Board

Search, apply and recruit for vacancies within the banking and finance industry today, with the Chartered Banker Institute's new Job Board.

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Chartered Banker MBA

The only qualification in the world combining an MBA and Chartered Banker status from a leading Business School in Europe.

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Welcome to the Chartered Banker Institute, where you can find useful information, resources and guidance about how we are working with banks, bankers and regulators to restore trust, enhance culture and conduct, raise professional standards, and rebuild the banking profession.

How can we help?

EST. 1875

Explore the history of the Chartered Banker Institute

1863 - The Scottish Bankers' literary Association is founded

The Scottish Bankers' Literary Association is founded in Edinburgh, with a membership of around 50 bankers.
1875 - Founded

We are founded in July 1875, with the aim of improving the qualifications of those engaged in banking and improve their status and influence. Andrew William Kerr is appointed the first secretary. Annual Reports from 1876 may be viewed on application to the Institute.
1909 - The Scottish Banker magazine is launched

The Scottish Banker magazine is launched (now Chartered Banker magazine).
1914 - 619 lives lost during the First World War

619 Associates and Members lose their lives during the First World War, and many more were wounded. We welcomed our first female members, replacing those men from the banks serving in the armed forces.
1925 - We celebrate our first 50 years

We celebrate our first fifty years by reflecting on the similar assistance we have given to similar bodies overseas, many of which were established on similar lines, including Argentina, Australia, Canada, Hungary, India and South Africa.
1939 - Students sit exams in Prisoner of War camps

During the Second World War, of which 350 Associates and Members lose their lives, the Institute arranges examinations for students in Prisoner of War camps via the Red Cross.
1955 - Consilio et Fidelitate

"Consilio et Fidelitate" meaning "by sound counsel and good faith", we receive our Grant of Arms.
1975 - HM the Queen grants the Institute a Royal Charter

HM the Queen, on the advice of the Privy Council, grants a Royal Charter to us, to mark our contribution to banking education and continuing professional expertise. The first World Congress of Banking Institutes is held in Edinburgh to mark our centenary, with 20 institutes represented from across the globe.
1995 - Continuing Professional Development is introduced

The first (voluntary) Continuing Professional Development (CPD) requirements are introduced for members. They are now mandatory for most categories of member including a requirement for ongoing ethics refresher training.
2000 - Institute granted the unique right to award "Chartered Banker"

The Privy council grants the Institute the unique right to award "Chartered Banker" status to suitably qualified members. The Institute publishes its first "Professional Ethics" textbook, the first to be published by a Professional body in the banking and finance sector.
2001 - The Financial Education Partnership (FEP) is established

The Banking Education Partnership (now the Financial Education Partnership) is established to offer education to school children provided by our volunteer members - one of the first programmes in the U.K. By 2012, the Financial Partnership was delivering more than 800 workshops to more than 30,000 school children, all free of charge.
2011 - The Chartered Banker Professional Standards Board (CB:PSB) is launched

Responding to calls for increased professionalism following the UK banking crisis, we launch the Chartered Banker Professional Standards Board (CB:PSB) initially with 9 of the UK's major banks covering some 75% of the UK banking workforce. The CB:PSB develops the first Code of Conduct for UK bankers, and commences work on developing detailed professional standards. These standards will set out the knowledge, skills attitudes and behaviours expected of all bankers.
2012 - We are accorded Accredited Body status

We are accorded Accredited Body status by the UK Financial Services Authority (FSA). International interest in aligning to the values of Chartered Banker grows, as the Chartered Banker programme is launched in Asia with the support of the Institute of Bankers in Malaysia.
2013 - 70,000 UK bankers achieve the "Foundation standard for Professional Bankers"

70,000 UK bankers achieve the "Foundation Standard for Professional Bankers", the first CB:PSB standard. We also welcomed our first Associate Chartered Bankers to qualify through the accredited programmes offered by the Institute of Bankers in Pakistan.

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Welcome to the Chartered Banker Institute, where you can find useful information, resources and guidance about how we are working with banks, bankers and regulators to restore trust, enhance culture and conduct, raise professional standards, and rebuild the banking profession.

How can we help?

EST. 1875

Explore the history of the Chartered Banker Institute