Individuals
Membership Forum
Each year we seek members to join our Membership Forum to help guide the activities of the Institute and ensure that we are designing our offerings around current and future member needs. This forum provides an opportunity for a large and diverse group of members to get involved in the governance of the Institute. This Forum also plays an important role in promoting the benefits of membership within banking.
For more information, please contact [email protected].
Profile Raising / Editorial Contributions
We are keen to receive contributions from members who could be interested to share their expertise and experience with others, for example, through our webinar series or through articles in our Chartered Banker magazine. If you are interested in sharing your expertise with others, whilst raising your own profile, we would be interested to hear from you. Please contact Martin.Fishman@charteredbanker.com.
Learning
Our learning is delivered online through our website and Learning Management System (LMS) – with instant access to the full range of learning materials from the moment you enrol. It is possible to enrol for a course at any time throughout the year and you can take your assessment at any time within twelve months from the date of enrolment.
Most of our courses and qualifications are delivered as interactive learning experiences – comprising of modular units, articles, videos, quizzes and links to further information.
Members also have access to a wide range of additional resources to aid their learning, such as short courses, webinars and our online Chartered Banker magazine.
Assessment
We offer exams at 5,600 test centres around the world, from Afghanistan to Zimbabwe, through our partnership with global exam delivery provider Pearson VUE.
We also offer learners the opportunity to take their exam at home or other chosen location. All that is required is a:
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Quiet, private location
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Reliable device with a webcam
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Strong internet connection.
Simply book your exam via our website when ready, selecting from a range of dates, times and locations.
Continuing Professional Development (CPD)
It is necessary to retain your professional membership, undertake annual CPD and commit to our Code of Professional Conduct to maintain your entitlement to use any designations that you are awarded. Professional designations signify personal commitment to continual learning, upskilling and professional and ethical behaviour and are recognised by customers and the public alike as your dedication to, and promotion of, these values.
We provide access to a wide range of resources including reference books and articles, videos and e-learning. Our resources are all designed to support your professional development and our collection is continually updated to reflect current industry needs. We provide guidance on how the CPD scheme works and how it applies to you.
Please see here for more information
Recognition of Prior Learning
We recognise that knowledge and skills can be attained from a broad range of learning. Where appropriate, knowledge and skills gained via the certificated programmes of other recognised awarding bodies can be given credit towards our professional qualification programme, providing a faster route to Chartered Banker status.
Please see here for further details.
Our Qualification Framework
Whether you are new to the sector, an experienced professional who wishes to convert years of experience into a recognised qualification or a line manager seeking new ways to inspire your team, our flexible framework of professional qualifications is designed with you in mind. Each level of study instils the concepts of ethical professionalism and develops core banking skills.


