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Qualification Downloads

Chartered Banker and Advanced Diploma

Download Description
Rules and Regulations This is the latest version of the Rules and Regulations for the Chartered Banker qualification, and for the associated Diploma Qualifications
Syllabus The complete syllabus for all Chartered Banker and associated Advanced Diploma Subjects.
Application Form The application form for the Chartered Banker course and all associated Advanced Diplomas.
Updating Notes 2008 These are important notes for those studying UK Financial Services and Investment. All changes are examinable from 1st October 2008
Updating Notes 2009 These are important notes for those studying UK Financial Services and Investment. All changes are examinable from 1st November 2009.
Updating Notes 2010 Bankruptcy and Diligence update
Update regarding FSA 2010 Credit Risk Practice
Introductory course The 2010 calendar for Introductory courses.
Revision course The Revision course timetable for 2010
Distance learning guide Provides invaluable study hints and tips and other important examination-related information for those studying a CIOBS professional qualification.
January 2009 Newsletter The latest Newsletter has now been published and contains important study-related details for Chartered Banker students. This is also relevant to all Advanced Diplomas and other bespoke Diplomas which are based on Chartered Banker subjects.

Professional Banker Certificate and Diploma

download description
Application Form The application form is suitable for both the Professional Banker Certiticate and Dilpoma
Banking Operations
 Syllabus.
 Call Centre Operations
  Syllabus.
 Commercial Property
  Syllabus.
 Financial Crime & Money Laundering
  Syllabus.
 Introduction to Credit
  Syllabus.
 Introduction to Risk
  Syllabus.
 Professional Banker
  Syllabus.
 Sales & Service
  Syllabus.
 Team Leadership
  Syllabus.

Diploma/Certificate in Financial Services  and Specialised Certificates 

Download Description
Application form This application form is suitable for enrolling to all DFS/CFS and related courses.
Distance learning guide Provides invaluable study hints and tips and other important examination-related information for those studying a CIOBS professional qualification.
Introductory course The 2009 calendar for Introductory courses.
January 2009  Newsletter The latest Newsletter has now been published and contains important study-related details for Certificate / Diploma in Financial Services students. This is also relevant to all Certificates which are based on the Certificate / Diploma in Financial Services subjects.
IFS Pre-2006 Revision notes for the Introduction to Financial Services, pre-2006
IFS 2006 onwards Revision notes for the Introduction to Financial Services, 2006 and onwards.
Intro to Marketing Revision notes for the Introduction to Marketing
Sales and Service Revision notes for the Sales and Service subject, 2007 Edition 5.

Regulatory Qualifications Framework (RQF) 

Download Description
Application form This application form is suitable for enrolling to all RQF courses.
Handbook RQF course handbook.
2010 Calendar The 2010 calendar for the Regulatory Qualifications Framework.
Updates ApEx 1 (2007), ApEx 2 (2007), ApEx 5 (both Scots & English and Welsh Law, 2004), ApEx 3 & 4 (2008) and ApEx 20 (2007). All changes are examinable from 1st November 2009.
Equity Release full details This is the information required by people thinking of taking the top-up examination from Lifetime Mortgage Advice and Practice to the new Equity Release Certificate
Equity Release course notes This is the Equity Release top-up course for students who are studying, or have completed, Apex 6 - Lifetime Mortgages, and wish to fulfil the Financial Services Authority’s requirement to complete an appropriate examination in this area. This course, titled Home Reversion Plans, is designed to be printed out. Remember that you must also enrol for the examination.

  • The Chartered Banker programme provides broad, flexible skill sets and a wide range of ways to achieve the qualification.
    Philip Grant, Chief Operating Officer & Integration Director, Wholesale Division, Lloyds Banking Group