Qualifications and Courses

We offer a variety of banking and financial services qualifications to complement your career interests and job role.  Different entry and exit points allow you to choose the most suitable qualifications for you.   You can download the appropriate course information using the links below.

Chartered Banker
Chartered Banker is the gold standard qualification for professionals working in the financial services sector.  It gives you a world class qualification that is supported and recognised by major financial services organisations and is our highest professional level qualification.  The title "Chartered Banker" can only be conferred by CIOBS.

For an overview of the Chartered Banker qualification, please click here for our online presentation.

For details of Chartered Banker entry requirements, subjects, prices, support, etc click in the following link:-

• Chartered Banker (PDF)
  

Advanced Diplomas

An Advanced Diploma requires you to complete three credits from our Chartered Banker menu of subjects.  We offer Advanced Diplomas in:

• Business and Corporate Banking
• Financial Services
• Financial Services Leadership
• Operational Risk Management
• Building Society Operations
  

Each Advanced Diploma has been structured to give you a sound understanding of the principles of the area to which it relates and can also be used as a stepping stone to Chartered Banker status.  In addition it will build on the knowledge that you have developed during previous qualifications or work experience. For more information click on the following link:-

• Advanced Diplomas (PDF)
  

Professional Banker Certificate/Professional Banker Diploma

The Professional Banker Certificate is an introductory qualification for individuals working in retail, business and private banking environments.  It requires no prior learning or qualifications and is available to individuals wishing to demonstrate their commitment to professionalism.

The Professional Banker Diploma involves the completion of the Professional Banker Certificate together with two additional modules.  For more information click on the following link:-

• Professional Banker Certificate/Diploma (PDF)
  

Click here to see letter sent in December 2009 to students enrolled for existing Certificate/Diploma qualifications.

Regulatory Qualification Framework

The Regulatory Qualification Framework is designed to ensure advisors and practitioners can demonstrate their competence in a regulated role, with a range of FSSC accredited qualifications to meet regulatory requirements and advance professional standards.

• Mortgage Advice and Practice Certificate (PDF)
• Mortgage Advice and Practice Certificate (Equity Release) (PDF)

For more information on these qualifications, just click on the course title.

Diploma in Investment Accounting

In conjuction with The Chartered Institute of Chartered Accountants in Scotland and Scottish Investment Operations, we offer a Diploma in Investment Accounting for fund accountants. For further information click here.