The pages provide useful documents and links for Corporate Secretaries in Public Practice or Community Practice.



Certified Public Secretary Education Requirements and Career Information.

Certified public secretaries fulfil both the traditional roles of corporate or private secretaries and also take on responsibilities that are more complex and varied. These secretaries are also set apart by the certification they obtain.


Members aim to take care in instructions received and when instructing fellow professionals.  Certified Public Secretaries and Corporate Secretaries as appropriate officers may wish to instruct Barristers and Solicitors.  In the case of instruction to Barristers, they will need to seek advice from the clerk to chambers.  Members may be eligible to give professional instruction through membership of one of the other bodies below. The Faculty is developing appropriate links in this respect and also to prepare the argument for Faculty recognition. 


All barristers may accept instruction from solicitors who hold a current practising certificate, the government legal service, the legal department of a local authority, or public authority where those departments are headed by a barrister or solicitor. In appropriate circumstances a barrister may be instructed by employed barristers, licensed conveyancers, parliamentary agents, patent agents, trademark agents, London notaries and arbitrators.

It is now possible for a number of professionals to instruct a barrister directly, without the requirement for access to be through a solicitor (known amongst barristers as "Direct Professional Access"). It is necessary for instructions to come from a solicitor where litigation is about to commence or has already done so. In other circumstances, it may still be desirable to instruct through a solicitor but it is no longer necessary provided the instructions are prepared by a member of one of the professional bodies recognised by the Bar Council for the purposes of direct instruction or direct professional access. The matter which is the subject of the instructions must come within the relevant area of expertise of both the party instructing and the barrister. The list of professional bodies recognised for this purpose is reviewed and modified from time to time. The list includes members of the following bodies: [those whose qualifications may make them able to instruct tax counsel are shown in red below]

The Chartered Association of Certified Accountants

The Institute of Chartered Accountants

The Institute of Chartered Accountants of Ireland

The Institute of Chartered Accountants of Scotland

The Chartered Institute of Management Accountants

The Association of Authorised Public Accountants

The Royal Institution of Chartered Surveyors

The Incorporated Society of Valuers and Auctioneers

The Chartered Insurance Institute

The Institute of Actuaries

The Faculty of Actuaries

The Insurance Ombudsman Bureau

The Banking Ombudsman

The Insolvency Practitioners Association

The Chartered Institute of Taxation

The Institute of Chartered Secretaries & Administrators

The Institution of Chemical Engineers

The Institution of Civil Engineers

The Institution of Electrical Engineers

The Institution of Mechanical Engineers

The Institution of Structural Engineers

The Architects Registration Council of the UK

The Association of Consultant Architects

The Royal Institute of British Architects

The Royal Town Planning Institute

The Association of Average Adjusters

The Chartered Institute of Loss Adjusters

The Building Society Ombudsman

The Parliamentary Commissioner for Administration

The Health Service Commissioner

The Commissioner for Local Administration (England)

The Commissioner for Local Administration (Wales)


The Chartered Institute of Arbitrators is at the time of writing providing a most generous offer to Student Members both Undergraduate and Postgraduate and we would commend this to those who seek to learn and develop Alternative Dispute Resolution and/or Medication Skills.   Please note this is their student members, not ours.

For those who do not fit this category which will be the case for most Corporate or Certified Public Secretaries and those in employment we still regard the current offer of The Chartered Institute of Arbitrators a worthy addition to appropriate skills and an opportunity to help others. https://www.ciarb.org/news/ciarb-introduction-to-adr-online-course-leading-to-associate-membership-of-ciarb-aciarb/