Affiliate

£172 per annum

REQUIRED

  • Support the objects of the Institute and demonstrate a commitment to socially purposeful, responsible, professional banking in the public interest
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct

ACCESS TO

  • Trusted information sources, including our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Student

£69 per annum

subscriptions

  • The Student subscription is £69 for Advanced Diploma-level qualifications and £36 per annum for certificate-level qualifications

REQUIRED

  • Studying for your first Institute qualification
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct

ACCESS TO

  • Online resources to support your study module
  • Professional and/or membership designations on successful completion of your qualification
  • Trusted information sources, including our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Certificated

£75 per annum

subscriptions

  • A top-up fee of £63 is required for Certificated members who also hold Professional Financial Adviser (PFA) status

REQUIRED

  • Hold a certificate-level Institute qualification or a recognised equivalent
  • There is currently only one accredited alternative through the Institute of Bankers Pakistan
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct
  • Participate in our Continuing Professional Development Scheme

ACCESS TO

  • Online resources to support your study module
  • The membership designation CCBI
  • The professional designation 'Certificated Professional Banker' on attainment of a complete Institute qualification or recognised equivalent at SCQF level 8 and above, attaining a minimum of 12 credits
  • Trusted information sources, including our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Associate

£138 per annum

subscriptions

  • A top-up fee of £60 is required for Associates who also hold Professional Financial Adviser (PFA) status

REQUIRED

  • Hold the Associate Chartered Banker Diploma or a recognised equivalent
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct
  • Participate in our Continuing Professional Development Scheme

ACCESS TO

  • Online resources to support your study module
  • The professional designation 'Associate Chartered Banker' and the membership designation ACBI
  • Trusted information sources, including a hard copy of our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Member

£186 per annum

subscriptions

  • A top-up fee of £62 is required for Members who also hold Professional Financial Adviser (PFA) status

REQUIRED

  • Hold the Advanced Diploma in Banking and Leadership in a Digital Age or a recognised equivalent
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct
  • Participate in our Continuing Professional Development Scheme
  • Act as a role model and mentor for others in the profession

ACCESS TO

  • Online resources to support your study module
  • The professional Designation 'Chartered Banker' and the membership designation MCBI
  • Trusted information sources, including a hard copy of our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Fellow

£264 per annum

subscriptions

  • A top-up fee of £62 is required for Fellows who also hold Professional Financial Adviser (PFA) status

REQUIRED

  • Elected by the Institute's Board of Trustees for a significant contribution to banking and the objectives of the Institute
  • Hold an advanced professional qualification which includes study of professionalism and ethics, and appropriate coverage of credit and lending
  • Hold Chartered Banker status
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct
  • Participate in our Continuing Professional Development Scheme
  • Act as a champion and ambassador for the Institute

ACCESS TO

  • Online resources to support your study module
  • The professional designation 'Chartered Banker' and the membership designation FCBI. Fellows who are also Chartered Bankers may use the term Chartered Fellow of the Chartered Banker Institute
  • Trusted information sources, including a hard copy of our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

International

£57 per annum

REQUIRED

  • Gain membership through an accredited qualification pathway from one of our partner banking institutes
  • Reside outside the UK
  • Adhere to our Rules and Regulations, including our Code of Professional Conduct
  • Participate in our Continuing Professional Development Scheme

ACCESS TO

  • Online resources to support your study module
  • A Professional and/or membership designations related to their accredited qualification
  • Trusted information sources, including our quarterly magazine Chartered Banker
  • Unlimited access to a wide range of online continuing professional development (CPD) resources
  • Powerful networking opportunities with banking professionals
  • Opportunities to build your professional profile

Concessionary rates and changes to membership subscriptions

As an educational charity the Institute is keen to assist both current students and qualified bankers in retaining their membership and may be able to offer a reduced or free membership in the following circumstances:

  • Redundancy or other loss of main income
  • Job seeker
  • Career break
  • Maternity/paternity or shared parental leave
  • Incapacity due to ill health
  • Retired members

More information on the assistance available and eligibility criteria can be downloaded here.

If any of these circumstances apply to you, please contact our Member Engagement Team by email at [email protected] or using our webchat facility and confirm your circumstances.

Please note that all membership subscriptions are subject to change as part of the Institute’s annual review of fees.

Any changes in subscriptions rates are normally implemented from 1st July annually and will be applied to subscriptions falling due after this date. 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 also have the option to pay their subscription in 12 monthly instalments. 

Subscriptions must be paid for members to remain eligible to use membership and professional designations, or to continue with their studies.

Tax relief on membership subscriptions

Liability for Income Tax will vary depending upon your location and tax jurisdiction. However, within the UK, current guidance from HMRC is that you can reclaim tax on fees or subscriptions you pay to some approved organisations but only if you must have membership to do your job or it’s helpful for your work. The Chartered Banker Institute is on the HMRC list of approved professional organisations.

Those who are self-employed can claim via their self-sssessment tax return. Those who are employed can submit a claim online, or in writing (form P87). Further guidance and instructions on how to claim can be found at www.gov.uk/tax-relief-for-employees/professional-fees-and-subscriptions. Please note that you cannot reclaim tax on fees or subscriptions if your employer has paid for them directly or if you reclaim the cost from them.

If you require a receipt for your membership payment in order to claim tax relief, please contact [email protected].