Chartered status can offer a “lifelong career boost” to financial services professionals in an era of artificial intelligence, says the Chartered Institute for Securities & Investment.
CISI said helping professionals adapt and grow throughout their career in financial services is vital, particularly as AI becomes more widespread.
It noted that chartered status offers consumers much-needed reassurance, as a human-led mastery of tools, underpinned by an ethical edge, is one of the hallmarks of the designation.
Tracy Vegro, CEO of CISI, said: “Globally, an individual Charter is recognised as a huge achievement and the peak of professionalism. It demonstrates to customers and wider society that a firm or individual is at the top of the profession.
“Trust for consumers is important when considering AI and how technology without ethics can destroy trust.
“CISI chartered status signals to consumers and clients that they can not only trust an individual’s expertise, but that the individual acts with integrity, abiding by the Royal Charter, Bye-laws and regulations and upholding the CISI’s high standards as published in our professional Code of Conduct.”
Hendrik van Dyk, chartered financial planner at Fowler, said: “We are incredibly proud to have been granted CISI Chartered Firm status. This achievement not only validates our team’s dedication but also strengthens our promise to deliver trusted, client-focused advice.
“We aim to continue fostering a culture of ethical leadership and continuous improvement, ensuring we provide the best possible outcomes for our clients and the communities we serve.”
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