Certificate in Bank Strategy, Operations and Technology

Overview

The Certificate in Bank Strategy, Operations and Technology is a professional qualification designed to develop knowledge, understanding, and skills in bank strategy, including analysis of the internal and external environment, evaluating strategic options, developing strategy, and managing implementation through effective leadership and operations management.

A key theme of the Certificate is the impact of digital innovations on bank strategy and operations, and how banks can harness technology to grow and flourish in an uncertain future.

Duration: 12 months to complete.

Cost: £1,295 (includes study text and first assignment submission); resubmissions £120.

Level: SCQF Level 10 (EQF Level 6 equivalent).

Credits: 30 credits.

Eligibility: Open to all financial services professionals globally. No prior qualifications required.

On completion, learners become Certificated Members of the Institute and will receive a digital certificate usually within 5 working days.

The qualification also contributes to the Advanced Diploma in Banking and Leadership in a Digital Age. By completing this and other required modules, learners enhance their banking knowledge, understanding, and skills and achieve a globally recognised professional designation, advancing their careers and gaining valuable industry recognition.

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Key facts

  • Assessment: 6,000-word work-based assignment designed to transform theory into practice

  • Completion time: 12 months

  • Membership requirement: £75 annual subscription fee payable upon registration

  • Progression: Credits can be used towards the Advanced Diploma in Banking and Leadership in a Digital Age

  • Delivery: Blended learning with interactive online Study Guide, core reading, and online resources

Modules

Download the Certificate specification for more information below.

 

Am I Eligible?

Yes! This qualification is suitable for:

  • Professionals seeking to develop or strengthen knowledge in bank strategy, operations, and digital innovation

  • Individuals aiming to apply strategic thinking and leadership in banking

  • No prior qualifications or work experience required—learning materials are included with registration

Resources

Study with a blended learning approach using the Institute’s Learning Management System. Resources include:

  • Interactive study guide in PDF format

  • Textbooks and online resources for core reading

  • Recommended further reading and resources

  • Online knowledge checks with feedback

  • Mock exam to support preparation for the assignment submission

Case studies

Matthew Neary

Senior Relationship Manager | NatWest Group

"This qualification has taught me so much about leadership, strategy, operations and how digital disruption has (and continues to) change the economic environment."