Chartered Associate (Foundation)

Issued by The London Institute of Banking & Finance

Earners of this badge are Chartered Associates of The London Foundation for Banking & Finance, and members of The London Institute of Banking & Finance. Chartered Associates are highly qualified, adhere to working ethically, renew their status annually and have years of experience working in the financial services sector.

Skills

Communicating Effectively
Effective Decision Maker
Evaluate Client Needs
Extensive Industry Experience
Financial Analysis
Financial Management
Interpret Financial Data
Manage Investment Portfolios
Meet Client Needs
Recommend Suitable Solutions
Tax Expert
Trust Expert
Wealth Management

Earning Criteria

Hold at least a Level 6 high level qualification in financial services
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 professional Code of Ethics
Reaffirm the earning criteria is met by renewing their status every 12 months