London, UK, Feb 20: The Chartered Institute for Securities & Investment (CISI), a global educational charity and professional body, is celebrating Chartered Week 2026 (23–27 February) by emphasizing the pivotal role Chartered status plays in fostering professionalism, trust, and ethical leadership across financial services worldwide.
As financial services continue to expand globally and artificial intelligence (AI) becomes more widespread, helping professionals adapt and grow at every stage of their careers is more important than ever. Chartered status offers individuals a highly recognizable and valuable credential that demonstrates expertise, ethical conduct, and a commitment to lifelong learning across international markets, from London to Dubai and Sydney.
“Globally, an individual Charter is recognised as a huge achievement and the peak of professionalism,” said Tracy Vegro OBE, CISI CEO. “It demonstrates to customers and wider society that a firm or individual is at the top of the profession. CISI Chartered status signals to clients and consumers that they can trust not only an individual’s expertise, but also their integrity and commitment to high professional standards.”
CISI Chartered status also provides reassurance in the age of AI, highlighting the importance of human-led mastery of tools combined with ethical decision-making. “Trust for consumers is crucial when considering AI and technology without ethics,” Vegro added. “Holding a CISI Charter reflects a dedication to continuing professional development and lifelong learning.”
Leading Chartered firms echoed the significance of this recognition:
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Hendrik van Dyk CFP™ Chartered MCSI, financial planner at Fowler, said: “We are proud to have been granted CISI Chartered Firm™ status – a recognition of our commitment to professionalism, integrity, and excellence. This achievement strengthens our promise to deliver trusted, client-focused advice while fostering ethical leadership.”
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Andrew Booth CFP™ Chartered MCSI, founder of Nine Wealth Management, added: “Achieving CISI Chartered Firm™ status is a significant milestone. It affirms our dedication to the highest standards of professionalism, integrity, and client care, providing confidence and peace of mind for our clients.”
CISI’s international impact continues to grow, with demand for high-quality Chartered-level education positioning the UK as a global benchmark for trusted expertise in financial services. Catherine McGuinness CBE MCSI, CISI Board member, noted: “Supporting Chartered professionals worldwide allows CISI to project the UK’s values-based approach to finance onto the global stage.”
During Chartered Week 2026, CISI celebrates all members who have achieved Chartered status and encourages professionals embarking on their journey to Chartership, reinforcing the institute’s mission to elevate global standards and empower financial professionals across all markets.