Bank adviser membership

Banking is a world of contrasts; tradition and innovation, risk and sustainability, globalisation and niche marketing all compete in any of the larger institutions that make up the financial community.

Recent economic events have put this sector into the public focus more than ever before. At the same time, the regulator has been conducting its Retail Distribution Review (RDR), the biggest such review of the financial service sector for twenty years.

In this dynamic environment, what can the banks do to ensure their wealth managers and bank advisers continue to walk on the right side of the line between success and failure?

The CII welcomes wealth managers and bank advisers into its professional community. All members are required to follow our Code of Ethics and all qualified members must follow a programme of Continuing Professional Development (CPD) to help them to keep their knowledge up to date and raise the standards of the industry as a whole.

By supporting bank advisers through the qualification requirements of the RDR, continuing professional development and the issuing of statements of professional standing (SPS), membership of the CII will provide a structured way to enable everyone to maintain professional standards and secure the trust and confidence of the public.

Bank advisers have access to a growing range of online technical reports, articles, market data, podcasts and video, covering the core topic areas of: