Chartered Associateship is a designation of senior status awarded to Associates who undertake monitored continuing professional development aimed at enhancing their skills and technical knowledge on an ongoing basis.
All participants will be required to follow the scheme requirements and undertake monitored continuing professional development annually to retain Chartered Associateship. Chartered status is a mark of high professional achievement within financial services and demonstrates your strong personal commitment to learning and professional development.
Eligibility
'Given it had been some time since I passed my ACIB and other regulatory certificates, I began to feel that the knowledge I had learned had begun to go out of date. I think it is invaluable both to myself (for my career development) and to Barclays that I keep my knowledge as up to date as I can in the ever-changing world of financial services.'
John Sprigg CAifs, AdvCeMAP, CeFA Operations Manager, Barclays Bank
- To be eligible for Chartered Associateship you must have achieved the Associateship qualification of the ifs School of Finance
- The Chartered Associate Scheme will be run on an annual, calendar year basis, starting 1 January
- On application you will also be required to submit a statement outlining your development objectives for the year
- Within the year you will then need to complete 15 hours of quality CPD that directly contribute to the achievement of your stated development objectives
- In the final two months of your CPD year, you must submit a record of your CPD activities plus an annual statement for validation. Your annual statement will also form the development statement for the following year
View a sample CPD record.
Chartered status will only be awarded once the above criteria have been met.
Benefits
In addition to all the benefits other members receive, Chartered Associateship also includes:
- Chartered Associate membership card and scroll
- inclusion in the Chartered Associate directory
- an invitation for you and a guest to attend the annual Graduation Ceremony in London, when a short presentation will be made in acknowledgment of your achievement
Mid-year applications
Applications to join the scheme can be made at any time; however, the annual CPD subscription fee and CPD requirements will remain the same for the calendar year, regardless of when the application is made.
CPD requirements
All your CPD activities and your development statement must be recorded via the ifs' online CPD service, myCPD. Please read our detailed explanation of activities that we will accept as qualifying CPD.
Completion
Once you have completed a year's CPD, and your submission has been validated, you will then be able to use the title Chartered Associate of the ifs School of Finance or the designation CAifs, and your name will be added to the Chartered Directory. You will also receive a dated certificate and Chartered card, which will be reissued on completion of subsequent years CPD requirements.
Fees
An annual CPD subscription fee of £85 will also be charged, as well as your existing annual membership fee. Please note that the annual CPD subscription fee is non refundable and non returnable if you do not complete the scheme.
Please note that the CPD subscription fee is non refundable and non returnable if you do not complete the scheme.
To apply
To join, please log in using your ifs number and password at www.myifslearning.com, go to myCPD, click the following link 'apply for Chartered Associate status - click here to apply' then click the 'Next' button, then follow the on-screen instructions.
More information
Frequently asked questions.
CPD requirements.
Example CPD record.