Professional Experience Route to Chartered Status Application Form

What do I need to do?
Please complete this form to apply for this route to Chartered Status. The information you provide will enable us to assess whether your experiential learning and other achievements can be recognised. You should therefore complete every section and provide as much detail as possible about your work roles, tasks, formal and on-the-job learning, main achievements and your reasons for wanting to achieve Chartered status.

Personal details

(if known)
Please tell us any previous name you have used that would help us link this registration to any other records we may hold for you

Contact information


Address Details

We will use this address to send letters and qualification certificates.


Special Requirements

Where did you hear about us?

Do you consider that you may require us to make adjustments to your studies or examination attendance?

What is the assessor looking for in this application?

You are expected to demonstrate that you have the requisite experience in applying Level 6 knowledge and skills in your work environment. Although the focus will be on understanding your experience, your qualifications and training will be taken into account in order to provide a complete picture of your technical abilities.


Please provide details of your experience to date.  We recommend you focus on the details of your roles/responsibilities over the past 10 years and your main achievements in your role(s).  You should include details of the responsibility you have for systems, staff and budgets and consider your experience in terms of the autonomy you have (ie accountability for your work); responsibility and influence with customers, colleagues, peers, and business and technical skills.

Please ensure that you also provide full details of your professional experience, academic and professional qualifications and awards, all internal training undertaken, achievements, membership of other professional bodies and/or committees

Personal statement

Please include details of what you consider to be your personal strengths, skills, qualities and achievements, and explain why you wish to be considered for this route to Chartered status with The London Institute of Banking & Finance. Your Personal Statement should be 400-500 words long. Please also use this section to tell us about any other information you would like us to consider.

Upload CV
Upload Personal Statement


The fee for application is £295.

I would like to pay:

Your personal data

We will use and protect your personal data in accordance with current data protection legislation to process your application. Further details, including your rights, the disclosure of data to third parties, storage, retention and how to amend your personal data, can be found within our Privacy Notice.


If you have any queries regarding this please contact or call +44 (0)1227 818609.