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The institute offers qualifications, training and professional membership. It holds the UK licence to award the Certified Financial Planner (CFP) designation. Amongst the qualifications offered is the Diploma in Capital Markets which covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. [2]
The South African Institute of Stockbrokers [6] administers the six exams required to become a qualified stockbroker, so as to manage a member firm of the JSE; other requirements are 3 years' work experience, and specified education.
The Chartered Institute for Securities & Investment (CISI), established in 1992, is the largest UK professional body for investment professionals. [23] It evolved from the London Stock Exchange, has around 45,000 members in over 100 countries and delivers more than 40,000 exams each year.
Professional bodies represent the interests of their members by lobbying governments, and provide the framework for self-regulation where this is permitted by statute. . Professional bodies are also responsible for administering training and examinations for students and me
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The Chartered Banker Institute was established in 1875 and is the oldest professional banking institute in the world [1] and the only remaining banking institute in the UK. It aims to help rebuild public confidence in banks and bankers by developing and embedding high ethical, professional and technical standards. [2]
The institute gained a royal charter in 1987 becoming the Chartered Institute of Bankers [citation needed] and in 1993 merged with the Chartered Building Societies Institute. In 1996, the institute offered its first degree – the BSc (Hons) in Financial Services – offered as a dual award with the University of Manchester Institute of Science ...
Chartered Institute of Management Accountants (CIMA) - The world's largest professional body of management accountants. The Royal Institution of Chartered Surveyors (RICS) - The world's leading professional body for qualifications and standards in land, property, infrastructure and construction.