About us

Who we are

  • Established in 2004 to lead the skills and productivity drive in financial services
  • The only industry body representing the entire financial services industry
  • Independent and led by employers

What we do

  • Improve productivity and performance by ensuring that employers are equipped with the skills they need – now and in the future

How we do it

  • We establish what skills employers need now and will need in years to come – through extensive research and consultation with member firms
  • We work with education and training providers and Government to make sure that the current and future workforce is appropriately trained and qualified
  • We set standards for job roles and qualifications that help businesses to attract, reward, develop and retain staff
  • We encourage talented people to enter the industry by developing career pathways and promoting the wide range of job opportunities that exist
  • We initiate a wide range of projects designed to provide innovative solutions to improve business performance

They’re in the money ...business

Laura Edmunds, Financial Planner, Chambers Morgan James Financial Management

Read 'Laura Edmunds' case study