In March 2017, we joined forces with the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI) 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 will be working together 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. 

The Chartered Body Alliance strongly believes that by working together the alliance will achieve greater public benefit, continuing to raise professionalism and trust across financial services by promoting high standards of knowledge, skill, integrity and behaviour.