In March 2017, we joined forces with the Chartered Insurance Institute (CII) and the Chartered Banker Institute (CBI) to enhance and sustain the level of professionalism and trust in the financial services sector, resulting in the launch of the Chartered Body Alliance at the CISI’s headquarters in London. We, along with the two other founding bodies, seek to help consumers recognise the benefits of engaging with qualified sector professionals.
We will be working with the CII and the CBI to achieve greater public benefit by raising professionalism and trust across financial services and promoting high standards across the sector. With a joint website and social media channels we hope to represent the ‘gold standard’ across the sector, hosting joint events, and seeking to respond with a united voice to sector consultations that affect members across all three professional bodies.
While the activities of each body focus on different areas of financial services, between us we cover a wide range of activities including wealth management, insurance, financial planning, banking and capital market activities and cover over 200,000 financial service professionals.
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