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Certificate in Business Banking and Conduct (CertBB&C®)

A practical and highly relevant qualification for customer-facing financial services professionals involved in lending to businesses. CertBB&C provides the necessary skills and knowledge to deliver customer service excellence.

About the qualification

CertBB&C has been designed to develop and enhance understanding of the Financial Conduct Authority's (FCA) conduct of business regime in relation to business banking customers, and to set an independent standard in customer service excellence. It provides the essential knowledge of the UK business banking environment, a thorough grounding in the workings of the sector and a detailed understanding of the regulatory landscape. Completion enables you to demonstrate high standards of professionalism and enhance your credentials for a successful career in business banking.

The Certificate in Business Banking and Conduct is a Level 3 qualification registered with Ofqual in the Regulated Qualification Framework (RQF).
 

Key information

  • Registration is open year-round
  • Comprehensive study materials are provided
  • Multiple-choice exam assessment 
  • On-demand exams in over 150 nationwide locations with same day results
  • Upon completion, you are able to use the ‘CertBB&C' designation after your name
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CPQ Blue Testimonial
I have been in banking for 38 years and did my ACIB many years ago. Found the course a good refresher and learned a lot of new things. You are never too old to learn.
CPQ Blue Testimonial
Great refresher. I have a BSc Hons in Financial Services and qualified around 20 years ago. CertBB&C was a good opportunity to recall what I'd learnt whilst helping with current changes e.g. universal accountancy standards. Good to look at insolvency too.
CPQ Blue Testimonial
It has enabled me to feel more confident that by putting in the long hours and hard work, the benefit is directly visible within my everyday role. I am able to apply the knowledge and it has made me ambitious to know more about the industry on a whole.

Units

CertBB&C consists of two units.

Unit 1 - Principles of Business Banking (POBB)

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  • The business banking environment and main types of products and solutions available
  • Principles of risk management and lending
  • Financial and non-financial analyses and their use in bank lending decisions
  • Warning signs and actions in response to bad customer debt
  • Business development activity and relationship management of customers
  • The complaints handling process

Unit 2 - Providing Solutions to Business Banking Customers (PSBB)

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  • Using sources of information to inform decision making
  • Evaluation of customer needs and identifying appropriate solutions
  • Assessment of the level of security and the affordability and suitability of proposed solutions
  • Applying conduct of business rules to solutions

Studying

Online access to study texts is available immediately after registration has been completed and hard copies will also be provided. The study text contains review questions and activities to support your learning. A specimen paper is also provided to test your learning.

130 study hours are recommended.

Assessment

CertBB&C is assessed through a single 2-hour objective exam, split into two sections detailed below:

    Unit 1 - POBB
    50 multiple-choice questions
    Unit 2 - PSBB
    3 case studies each with 10 linked multiple-choice questions

The exam can be taken at over 150 Pearson VUE centres nationwide with the result provided on the day.

View information on examination booking and venues

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Financial-advice-tutorial
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Looking for further information

Contact

For registration and other enquiries please contact Student and Customer Services on +44 (0)12 2781 8609.

FAQs