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All Courses

Download	Description
Examination Centres	This is the current list of on-line examination centres which provides details of the venues and their availability.
Online Candidate Procedures	Outlines the procedures for booking your exam and provides guidance on exam day procedures.

Chartered Banker and Advanced Diplomas - from November 2011

Download	Description
Application Form	Application form for Chartered Banker programme
Assignment Cover Sheet	Chartered Banker Assignment Cover sheet
Assignment Guidelines	Guidelines on the completion and submission of assignments
Chartered Banker Rules and Regulations	Rules and Regulations for all students on Chartered Banker programme
Rules and Regulations	Rules and Regulations for students studying Professional Banker as part of Chartered Banker qualification
Chartered Banker syllabus overview	Summary of syllabuses for Chartered Banker programme modules
Professionalism, Ethics and Regulation	Assignment
Professionalism, Ethics and Regulation	Module specification
Credit and Lending	Assignment
Credit and Lending	Module specification

Chartered Banker and Advanced Diploma - to October 2011

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
Revision Courses	Revision Courses June 2012
Revision Courses	Revision Courses September - November 2012
Update regarding FSA 2010	Credit Risk Practice
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 Certificate and Diploma
Sales and Service, Edition 6, updates	These updates are examinable from 1st January 2012
Intro to Business Banking Update February 2012	These updates are examinable from 1st May 2012
Banking Operations	Syllabus.
Banking Operations - updates	updates to the 2008 textbook
Call Centre Operations	Syllabus.
Commercial Property	Syllabus.
Complaint Handling	Syllabus
Financial Crime & Money Laundering	Syllabus.
Introduction to Business Banking	Syllabus
Introduction to Credit	Syllabus.
Introduction to Risk	Syllabus.
Professional Banker	Update to workbook - 2010
Professional Banker	Update to workbook Edition 2 - 2012
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

Download	Description
Application Form	This application form is suitable for enrolling to all RQF courses.
DIP Student Updates June 2011	These updates contain the key changes announced in the Budget 2011, although these are subject to being made legislation which is likely to happen in July 2011. The material contained with this update document will be examined with effect from 1st September 2011.
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.
Providing Investment Advice	Syllabus
Financial Services, Regulation & Ethics	Syllabus
Investment Principles & Risk	Syllabus
Personal Taxation	Syllabus
Pensions & Retirement Planning	Syllabus
Financial Protection	Syllabus

The Chartered Banker programme provides broad, flexible skill sets and a wide range of ways to achieve the qualification.

Philip Grant, Managing Director, UK Private Banking at Lloyds Banking Group

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