Certificate in Relationship Management (CertRM)

This qualification is now closed for new students to register online. However, if you’re an existing banking student and you wish to register, you will have until April 2025 complete your studies.If you have any questions or would like to register, please contact our customer services team on 01227 818609 or email customerservices@libf.ac.uk.

About the qualification

The Certificate is a comprehensive course, which develops knowledge of the strategic context and organisational implications of relationship management within the financial services industry.

CertRM has been designed to be relevant for those new to roles in business and commercial banking, and corporate relationship management, as well as for the more experienced relationship manager looking to improve knowledge. Completion of CertRM provides credit towards our Professional Diploma in Banking & Finance designation.

Key information

Two study sessions per year in May and November
This qualification is online and you will follow a structured timetable.
Comprehensive online study materials are provided
Assessed through a multiple-choice exam and coursework assignment
You can book your exam at test centres nationwide or through remote invigilation
Upon completion, you are able to use the ‘CertRM' designation after your name
The price includes study materials and exam entry.
Once you’ve passed you’ll receive a digital certificate. A paper copy can also be ordered for an additional fee.

View the qualification specification

Unit

CertRM consists of one unit.

Unit One: Relationship Management (RELM)

K/615/6823

The commercial environment in which businesses operate
Different types of business customer
Relationship management principles
Business plan analysis and the role of the relationship manager in business development and customer retention
Business plans and portfolio management (including key account and portfolio planning)

Studying and Study Sessions

Online study texts are included in your registration fee and will be made available immediately after payment. At the end of each topic, the study text contains review questions and activities to support your learning.

The following online materials are also included in your registration fee and are available immediately after registration:

unit syllabus
study planner
specimen assessments
online e-quizzes and activities
webinars
online tutor supported forum

This qualification can be completed in six months.

You will be learning on our new VLE Brightspace, click on the logo to find out more.

Timetable

You can register for one of the following study sessions throughout the year:

May 2024 study session

Details	Date
Registration deadline	07 May 2024
Course start date	13 May 2024
Coursework release date	12 August 2024
Coursework deadline	28 October 2024

November 2024 study session

Details	Date
Registration deadline	04 November 2024
Course start date	11 November 2024
Coursework release date	10 February 2025
Coursework deadline	28 April 2025

Assessment

CertRM is assessed by:

a 45-minute electronic exam with 30 multiple-choice questions

The exams can be taken at a time and location of your choice at over 150 Pearson VUE test centres nationwide with same day results.

coursework submitted electronically through the course site

You will have 9 months to complete each module and sit the exam. Your first attempt at both the exam and coursework is included in the registration fee for the module. If you wish to retake an assessment you will need to pay a resit fee.

You can book your exam at test centres nationwide or through remote invigilation.

Exam and assessment information