Chartered Associateship is a professional designation awarded to experienced Alumni Members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post qualification Continuing Professional Development. Once Chartered Associate status has been gained, it must be maintained through an annual CPD programme.
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
'As Head of UK Real Estate for HSBC Bank plc, I am passionate in my belief in and drive for knowledgeable and properly skilled managers.
Internally this is being achieved through a series of cutting edge, bespoke training courses which not only kick starts their professional development but also links seamlessly with the ifs' Chartered Associateship programme. Once achieved, this becomes a first class, visible, external demonstration of both our commitment to professional excellence as well as continual and ongoing professional development. I
am delighted that in the way this has been embraced within HSBC and look forward to an increasing number of managers achieving this award.'
Andrew Armstrong, Head of UK Real Estate, HSBC Bank plc
'Given it had been some time since I passed my degree and other regulatory certificates, I began to feel that the knowledge I had learned had begun to go out of date.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. Having looked at my options via the ifs website, I decided that Chartered Associateship would best suit my learning style, while allowing me to update my knowledge and learn new skills.'
John Sprigg CAifs, AdvCeMAP, CeFA Operations Manager, Barclays Bank
- To be eligible for Chartered Associateship you must have:
- 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 2 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 Alumni Members receive, Chartered Associateship also includes:
- Chartered Associate 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 £85.00 will also be charged, as well as your existing annual Alumni Membership fee. Please note that the annual 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
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