Earners of this badge are Chartered Associates of The London Institute of Banking & Finance. We provide lifelong learning opportunities for professionals developing their careers in financial services. Chartered Associates are highly qualified, adhere to working ethically, renew their status annually and have years of experience working in the financial services sector. Chartered Associates are qualified at a higher level than the industry regulator requires when giving retail investment advice.
Hold the Level 6 Diploma in Financial Advice (AdvDipFA) - a high level financial advice qualification
Have a minimum of three years experience working in financial services
Complete at least 35 hours continuing professional development (CPD) every 12 months
Adhere to The London Institute of Banking & Finance’s Code of Ethics
Reaffirm the earning criteria is met by renewing their status every 12 months