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Certificate in Business Banking and Conduct (CertBB&C)

Professional qualifications

Certificate in Business Banking and Conduct (CertBB&C)

This qualification is no longer available to new registrations.

Two women in a classroom

This qualification is no longer available to new registrants.

We will have a new qualification - Certificate in Business Banking (CertBB) - which has replaced CertBB&C. 

Find out more about CertBB

About the qualification

In the competitive world of business banking, your organisation needs to be consistent in its customer service excellence to provide consistently excellent customer service to succeed.

Through studying this highly relevant and practical qualification, you will gain the necessary skills to ensure that you have the vital understanding of the needs, wants and aspirations of your customers. You will become a valuable asset to both your customers and organisation.

CertBB&C will develop and enhance your understanding of the FCA’s conduct of business regime and the UK business banking environment. You’ll also gain a thorough grounding in the workings of the sector and the regulatory landscape so that you can confidently identify appropriate solutions to both customer and business needs.

When you complete this qualification, you will be able to demonstrate high standards of professionalism and ultimately, enhance your credentials for a successful career in business banking.

What your studies will cover

  • Business banking environment
  • Risk management and lending
  • Main products and solutions for business banking customers
  • How banks use financial and non-financial analysis to make lending decisions
  • Warning signs and how to respond to bad debts
  • Business development and managing client relationships
  • Evaluating client needs and identifying solutions
  • Assessing security, affordability, and suitability of solutions
Registration fee We are no longer accepting registrations
When to apply? We are no longer accepting registrations
Number of units Two
Average time to complete 12 months           
Study type This qualification is on-demand. Everything is online and you can study at a pace that suits you.
Study material Study texts are included in your registration fee. You'll receive:
  • a printed study textbook
  • online access to our student portal MyLIBF
  • online access to our virtual library KnowledgeBank
  • unit syllabuses
  • specimen exam papers
  • student led discussion forums
  • study tip videos
  • weekly study planner
Assessment type Two-hour multiple choice exam
Assessment provider You can book your exam at test centres nationwide or through remote invigilation
Regulation Registered with Ofqual in the Regulated Qualifications Framework (RQF)
Apprenticeships CertBB&C is available through the Level 3 Senior Financial Services Customer Services Customer Adviser and Compliance / Risk Officer apprenticeship standards.

Get up-to-date information relating to Coronavirus.


Unit 1 - Principles of Business Banking (POBB)

  • The business banking environment and main types of products and solutions available
  • The 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 the relationship management of customers
  • The complaints handling process

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

  • 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

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. CertBB&C Student


You will be assessed by a two-hour electronic multiple-choice exam, split into:

  • Unit 1 – 50 multiple-choice questions
  • Unit 2 – three case studies, each with ten linked multiple-choice questions

You can choose when to take your exam and pick from test centres nationwide or through remote invigilation.

How to book your exam

When you have successfully completed the qualification, we will post your certificate to you.