Membership of the Chartered Institute is recognition that an individual has achieved not only a high standard of technical competence, but also displays the ethical judgement and personal integrity necessary if confidence in the financial system is to be maintained. Confidence and integrity are, without a doubt, the foundation of the financial system.
All financial firms – whether they are banks, investment managers, insurance companies, or securities brokers – are alike to the extent that they make a promise to the customer. Similarly, customers have to believe that the people working in the industry are placing their interests first.