Your Institute - Chartered Banker
YourInstituteAnnual Update2019 – 20201
Commentsfrom SimonContentsComments from Simon 2Supporting our membersduring Covid-19 4Our Global Community 5Digital Improvement 6Professional Development 7Conduct and Culture 9Membership Opportunities 10Young Banker of theYear winner 2019 12Chartered BankerAnnual Banker Conference 13Are your details up to date? 14One of the key strengths of our Institute,the oldest banking institute in the worldis that it has, in its near one and a halfcenturies of existence faced wars, rationing,epidemics and more than a few financialcrises, but we have continued throughoutto support our members and students, thebanking profession, and the customers andcommunities who depend on us.Covid-19 has certainly challenged us all. Initially,our thoughts were – quite rightly – focused onthe medical emergency faced by our doctors,nurses, healthcare professionals and manyothers in the front line. At the time of writing, thatfocus has shifted to mitigating and recoveringfrom the financial impacts of the pandemic.Banks and bankers will play (and have alreadyplayed) a key role alongside government to helprebuild businesses, communities and personalfinances. Our professionalism and purpose willbe just as important as that displayed by ourmedical colleagues, and many other key workers.As the world’s leading professional body forbankers, we have focused our recent efforts onensuring we provide you, our members, withsupport and guidance during these difficult andunprecedented times.2This has included developing and sharinglearning resources to help you, your organisationand your customers respond to currentchallenges; and maintaining the delivery of ourlearning and assessments to our members andstudents worldwide.The Charter is a significant commitment fromChartered and professional bodies in the UKand internationally, to integrating green financeand sustainability into their curricula, newqualifications, and the continued professionaldevelopment of their members.Our Institute was one of the first to moveaway from traditional exam diets (where largenumbers of candidates gather in a room on a setdate) more than a decade ago. At the beginningof this year, we introduced a remote invigilationservice, allowing candidates to choose a date,time and location that suits them. We didn’tforesee the lockdowns around the world. Butour early adoption of remote invigilation meantwe have been able to continue to deliver ourexams with little disruption.Moreover, there is a lot of evidence that youngpeople – the future of our banking profession– will be disproportionately impacted by Covid-19. The impact on ethnic minorities and otherdisadvantaged groups may be particularly severe.This is why initiatives such as the CharteredBanker 2025 Foundation, supporting youngpeople from disadvantaged backgrounds, areso vital. We need to ensure that the future ofbanking is one that reflects and celebrates thediversity of our world.The international influence and collaboration wehave been building through our partnershipswith professional bodies in Australia, theBahamas, Hong Kong, India, Ireland, Malaysia,Malta, New Zealand, Pakistan and Taiwan hasbeen a continued focus for our Institute. Weare now proud to have both students andprofessionally qualified members in 108countries, up from 87 countries last year; all ofwhom share a common commitment to theChartered Banker Code of Professional Conduct,and to our growing, global family of members.As we look ahead, the key theme runningthrough all we do, from our qualifications andlearning, our member benefits and services toour events, will be that of ‘responsible banking’as the world economy to be led by professionalbankers – by Chartered Bankers, by members ofour Institute.We continue to stand full square behind thedevelopment of green and sustainable finance.Having launched the Green Finance Certificate,we recently updated it and relaunched it as theCertificate in Green and Sustainable Finance. Wewere one of the first organisations to endorsethe Principles for Responsible Banking and arepromoting these to our members and throughour international networks. We also led theformation of the Green Finance EducationCharter, launched virtually at the end of June2020.I hope you enjoy finding out more about theopportunities open to you as a Chartered Bankermember in this booklet and feel inspired toexplore the Chartered Banker website to findout more. And thank you for your contributionto making the Institute such an important andvibrant community.Simon Thompson FCBIChief Executive3
Supporting our members during Covid-19With the outbreak of the coronavirus,our members are faced with many newchallenges, which is why we have createdLockdown Learning. Here you can finduseful resources such as webcasts andthought leadership tools all of which willenhance your knowledge and skills.We hope the Lockdown Learning helpsmembers both personally and professionally.You can find all the resources here.Vulnerable CustomersE-LearningTo help our members support the customersthey serve through Covid-19 we designed abrand new, comprehensive e-learning moduleon vulnerable customers.4We hope that this free, digital resource helpsall banking professionals – please share thiswith your colleagues and fellow professionals.“The broad purpose of banking is to supportthe economic life and prosperity of customersand communities, many of whom are facinguncertain and unsettling financial futures. Ourbanking profession is comprised of thoughtful,purposeful individuals who come to work everyday wanting to support customers, their familiesand their businesses. Let us demonstrate ourpurposeful professionalism, and care for ourcustomers through our thoughts, actions andwords as we help them in their hour of need.”Chief Executive Simon ThompsonOur Global CommunityWe work in more than 100 countriesworldwide, and have a global communityof members in over 108 countries.Having invested significantly in the digitaldelivery of our learning over the last fewyears, our flexible framework of professionalqualifications is now available to studyworldwide. The establishment of ourpartnership with Pearson VUE for the deliveryof our exams means that learners can taketheir exams from anywhere in the world at atime convenient to them.MalaysiaDuring September we hosted online examsin nearly 30 different subjects for the AsianInstitute of Chartered Bankers (AICB).Approximately 4,000 exams were taken inthe first sittings.Working with UniversitiesIn the UK, a number of universities arenow recognised as Centres of Excellence.This scheme provides a framework forcollaboration with higher educationinstitutions that enables appropriate degreesto be formally accredited by the Institute,offering an accelerated pathway to anInstitute qualification or to the award ofmembership status.In addition to Centres of Excellence, someother universities have also had degreecourses accredited by the Institute, offeringroutes to Chartered Banker status. It’s a greatopportunity to gain a University degree andthen become a member of the Institute andbe able to use Professional Designations afteryour name.Find out more about the Universities we workwith here.5
Digital ImprovementWebchatWith Covid-19 becoming the new normalfor us all, we are committed more than everto providing support and guidance to ourmembers and colleagues during these difficulttimes.All our Institute staff are working remotely, andour Member Engagement Team are still ableto provide support to members. Our onlinewebchat facility has helped us provide consistentand timely support for all our members.In July 2020 alone, we engaged in live chats tomembers across 23 different countries.OnlineExaminationWe launched our remote proctoring examswith Pearson Vue in February 2020. Remoteproctoring means our students can take theirexams at a location convenient to them, whilebeing monitored by an offsite proctor. Thisallows our exams to be delivered globally –anytime, anywhere.6Register of BankingProfessionalsAt the end of 2019 we were delightedto announce the Register of BankingProfessionals. The Register was created inorder for the public to have access to basicinformation regarding a qualified member,their grade of membership, the organisationthey currently work for, and whether they haveapproved status. This reflects our commitmentto improving public trust in the sector.CharteredBanker BlogThe Chartered Banker Institute Blog iscommitted to bringing members interestingand relevant content, covering currentand topical issues, with blogs from keyrepresentative members in the industry. Withtopics ranging from Covid-19, leadershipand strategy, and professionalism and ethicsto career development. New posts arereleased regularly, with topics providing globalperspectives and not just restricted to the UK.Professional DevelopmentOur Professional development offering was designed with our members in mind andis continually being updated and shifting in response to new Initiatives such as the UNPrinciples for Responsible Banking. The past year has seen the launch of some excitingnew qualifications, all available to complete online, regardless of Covid-19 restrictions.See how you can advance your professional development this year.Certificate in Greenand Sustainable FinanceAs one of the first signatories of the Principlesfor Responsible Banking in 2019, the Instituteis committed to aligning with these values andhelping our members develop the green andsustainable skills needed to tackle the collectivechallenge of climate change. Updated for2020, the Certificate in Green and SustainableFinance now encompasses broader aspectsof sustainability, aligned with the new UNSustainable Development Goals.More than 185 banks have joined in themovement for change leading towards abetter and brighter future in the banking andfinance community. This global, benchmarkqualification will help individuals to developtheir understanding of, and apply, green andsustainable finance principles and practicein their roles and within their institutions.Anyone is eligible to enroll for the Green andSustainable Finance Certificate as there areno formal entry requirements – and it can becompleted in as little as twelve weeks, withfreedom to also complete at your own pace.Read our latest blog post here.7
Diploma in Green and Sustainable FinanceThe Diploma in Green and Sustainable Finance,also new for 2020, combines core bankingprinciples and practice with those of green andsustainable finance.By undertaking the Diploma, professionalswill build the knowledge and skills neededto tackle the collective challenge of climaterelated risks. The Diploma will increase thelearner’s understanding of the range of greenand sustainable products and services in thebanking, investment and insurance sectors.Professionals will then be able to integrate thesewith core banking principles and practices ontransforming the way that we bank.“More than 185banks have joinedin the movementfor change leadingtowards a better andbrighter future in thebanking and financecommunity.”Professional Banker Certificate:Professional and Responsible Bankingin a Digital AgeUpdated for banking professionals in the digitalage, the Professional Banker Certificate buildsthe foundation of knowledge and skills neededfor a rapidly changing banking industry.The certificate is suitable for individuals newto, or already working, in retail, business andprivate banking environments, in the UK andinternationally. Professional and ResponsibleBanking in a Digital Age is the program of studythat leads to the award of our ProfessionalBanker Certificate, the Institute’s flagshipintroductory banking certificate.The Professional Banker Certificate iscompleted through online and interactivelearning using our Learning ManagementSystem. Assessment for this qualification is bya 1 hour and 15-minute exam comprising of 60multiple choice questions. This certificate alsocontributes to the Professional Banker Diploma.For the next step in your professional development,view our full list of qualifications here.Conduct and CultureNow more than ever we would anticipate a demand in a service wheremembers have a ‘safe space’ to seek advice and support. It has been adifficult time for majority of people in the sector due to Covid-19 andallowing our members a confidential ‘safe space’ for advice and supportis crucial.It is vital for banking professionals – and the wider industry – to have optionsto understand how to report wrongdoing in the workplace. As the largestprofessional body for bankers in the UK, we have a responsibility to makesure that our members have a ‘safe’ forum to raise concerns, as well as todiscuss any professional ethical dilemmas, and whether or not to reportthem if unsure. Our initiative, Speak Out, launched in September 2018 andis aimed at providing an alternative route for members to air professionalconcerns and receive signposting support about workplace issues.Please make sure you familiarise yourself with how to Speak Out here.89
Membership Opportunities2025 Foundation Mentors:We have recently added the option on our mentoring platform to register to becomea mentor for the 2025 Foundation. This is a great opportunity for our members to bemore involved with the Institute and provide invaluable support to a young person from adisadvantaged background. Formally established at the end of 2016, the 2025 Foundationaims to identify and support talented young people who would benefit from financial andother support to start to pursue a career in banking. This 'other support' includes providinga suitable mentor as we see this as critical to helping the young person navigate thebanking industry and build their network. We therefore wish these mentors to be drawnfrom members of the Chartered Banker Institute and would welcome your involvement. Emma Dullaghanwho is a 2025FoundationScholar and iscurrently a partof the Mentoringprogrammeshared herthoughts on howimportant it is tohave a mentor:“Having a mentorallows me toreceive unbiased, constructive feedback froma different perspective than I would get fromanyone else I know. My mentor has abreadth of experience and knowledge ontopics that otherwise I would not have accessto and they can give me personalisedguidance on what I am currently doing andsteps I can take to further my career.”10We askedVincent JanCordenio thesame questionand his replywas: “Having amentor ispriceless andinvaluable andthis isparticularlyevident to me asa student. Weoften find that we must be focused andcareful with how we spend our time, andtherefore having a mentor is a unique andamazing opportunity. It's important to me asit allows me to gain quality guidance andsupport from a trusted Institute member whohas a wealth of experience behind them.Whether it be in regard to career advice or lifedecisions, I consistently learn a great dealfrom my mentor, and it gives me a definitiveadvantage as I grow at an accelerated paceas a result.”Mentoring:We are delighted to be able to offer theChartered Banker Mentoring Programmeas a benefit to our members. We haveestablished our Mentoring Programme as away of demonstrating our commitment to ourmembers' development, both personally andprofessionally. Our Mentoring Platform is greatfor gaining invaluable insight from a seniorprofessional who holds a position you areinterested in. We hope that everyone will takepart, either as a mentee, a mentor, or both.Check out the platform.MembershipForum:Over the last year, we have been working toestablish and develop our new MembershipForum. The Membership Forum is an advisorygroup responsible for representing membersand ensuring their views are appropriatelyreflected in the directions and activities ofthe Institute.Following the recruitment process, we broughttogether 31 individuals based in the UK andInternationally. They all represent a broadcross-section of the Institute membership.The forum has already discussed a range ofissues, including the public interest role ofthe Institute, future skills requirements andbuilding new employer-based networks formember engagement.11
Young Banker of the Year winner 2019We interviewed Young Banker of the Year2019 winner, Sarah Walker, CommunityHub Director at Santander; on lookingback at her time in the competition andhow her career has changed since.Did taking part inthe competitionhelp your career?It has definitelyhelped in terms ofmy personal brandwithin my company.I got to meet withSenior Managersand share my ideawith them. I havealso been involved in things that I would notnormally get an opportunity to do so.What skills did you gainfrom the competition?I have learnt and developed many skillsthroughout the process. The stand outs forme would be building my own self confidencewhen public speaking and also being able toarticulate myself in the right way.What was the best experiencefor you in the competition?For me personally it was being able to presentmy idea to the audience and judges and for mypassion to come across and be apparent. I amvery passionate about helping people in debtand struggling with their mental health and itwas important for me that came across.Would you recommendthe competition to others?Absolutely, it is a great platform for buildingyour own self confidence and also buildingyour brand.What advice would you giveto future applicants?Ensure you do plenty of research and choosean idea that you are truly passionate about asthis will hopefully shine through.“It has definitelyhelped in termsof my personalbrand within mycompany. I got tomeet with SeniorManagers andshare my ideawith them.”Thank you to everyone who joined us for our first ever live Virtual YoungBanker of the Year Final 2020. Bringing true innovation to banking, TippieMalgwi from Arbuthnot Latham & Co has been named the 2020 UK YoungBanker of the Year. To read the full press release, click here. If you wereunable to make the Final, you can watch it on demand here. You can alsonow register your interest for the Young Banker of the Year 2021 competition.Please click here to register.12Chartered BankerAnnual Banker ConferenceOur Annual Banking Conference will behosted online this year, in a series of shortwebcasts over three days in November.We will be joined by a panel of experts todiscuss technology, the culture of learningand why sustainable finance is the future.Please join us for one or all of the webcasts:Join us for the first webinar of the series, onthe 3rd November, where our expert panel willbe debating ‘Technology v the People’. WithBill McCall, President of the Chartered BankerInstitute providing a keynote speech to kick offthe conference.We are delighted to have AICB and FINSIA assupporting partners of this Conference. Technology V the People Debate You don’t know what you don’t know W hy Green and Sustainable Finance is thefuture of financeTo book and to find out more, please click on the webcast links above.13
Are your details up to date?Please take a moment to update your details, if required. As a member you have accessto many benefits and we would like to keep you up to date on these, however, we needyour correct contact details to ensure this.Your benefits include: Professional insight: Access totrusted information sources, such asour quarterly magazine and monthlynewsletter, helping to keep youinformed of important issues in thesector. Professional development: Unlimitedaccess to a wide range of online CPDresources to support you in yourprofessional development, includingreference books, articles, videos ande-learning. Mentoring Scheme: Members canrequest to be mentored by a seniorprofessional who holds a position theyare interested in and can share theirknowledge and experience. Webinars: Access to interactivepresentations, covering popular topicsand themes. Volunteering opportunities:As a member, you can raise yourprofessional profile and contribute tothe work of the Institute to enhanceand sustain professional standardsin banking, and pride in the bankingprofession. This includes speakingat Institute events, writing content,joining a committee, volunteering forthe Institute’s Mentoring Scheme orcompleting a survey.To update your details please log on to the member section of our s14Be sure to follow us on Linkedin@CharteredBanker to keep up-to-date withthe latest Institute updates.15
Drumsheugh House38b Drumsheugh GardensEdinburghEH3 7SWTelephone: 0131 473 7777Email: info@charteredbanker.comWeb: www.charteredbanker.comLondon office:2nd Floor, Bengal Wing9a Devonshire SquareLondonEC2M 4YNChartered Banker Institute 2020.Charitable body – No. SC01392716
opportunities open to you as a Chartered Banker member in this booklet and feel inspired to explore the Chartered Banker website to find out more. And thank you for your contribution to making the Institute such an important and vibrant community. Simon Thompson FCBI Chief Executive Comments from Simon 2 Supporting our members during Covid-19 4
The Chartered Banker Institute is committed to improving quality standards and . A paraphrase is a restatement in your own words of someone else's ideas. Changing a few words of the original sentences does not make your writing a legitimate paraphrase. You must change b
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