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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 FCA's 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 Qualifications 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

Read the CertBB&C qualification specification

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.

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.

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)

J/506/7122

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)

L/506/7123

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. You will also have access to a student-led discussion forum, study tip videos and a study planner.

130 study hours are recommended.