The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals in the UK and in a growing number of financial centres globally. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services.
LGBT Great is a specialist membership organisation focused on measuring and improving LGBT+ diversity and inclusion maturity within the global investment and savings industry. We work to develop an innovative understanding of LGBT+ agenda to positively impact employees, employers, clients and investors.
The Chartered Insurance Institute is a professional body dedicated to building public trust in the insurance and financial planning profession. Our 127,000 members commit to high professional standards. With a head office in the UK for over 100 years, we are a global institute that is known and respected worldwide.
PIMFA’s membership is corporate and consists of two groups – full and associate member firms. Full members provide a range of financial solutions including financial advice, portfolio management, as well as investment and execution services and assist everyone from individuals and families, to charities and pension funds, all the way to trusts and companies. Associate members provide an array of professional services to the wider PIMFA community.
PIMFA was created in 2017 as the outcome of a merger between the Association of Professional Financial Advisers (APFA) and the Wealth Management Association (WMA) with a history as a trade association since 1991.