Professional Banker Certificate

Overview

The Professional Banker Certificate offers a broad foundation of learning suitable for individuals new to or already working in retail, business and private banking environments. It has been designed in close consultation with the banking sector. It is also appropriate for those in specialised areas such as IT, HR and Marketing, who wish to gain insight into the ‘bigger picture’ of the sector they work in.

Please note that we have updated our Professional Banker Certificate for 2019, which will now also be the only qualification to include the UN Principles for Responsible Banking. Any enrolments received will be held and enrolled onto the new version of Professional Banker Certificate in the first week in November.

If you would like to find out more about the updated Certificate, register your interest here.

Key facts
  • Assessed by a two-hour online exam comprising 100 multiple choice questions with a minimum pass mark of 60%.
  • Examinations can be taken at any one of our examination centres throughout the UK. Results will be available immediately.
  • Registration is valid for 12 months. Learners are expected to sit and pass the examination within that time.
  • The module costs £250 which includes your first exam entry fee. Exam resits cost £145 per module.
  • In order to study the Professional Banker Certificate you must become a member of the Institute. An annual subscription fee of £30.00 will be payable upon registration.
  • All students will have access to a digital version of the workbook.  If you are based in the UK, you will also receive a hard copy.  If you are based outside of the UK, you can pay an additional postage fee to receive a hard copy.
Modules

The Professional Banker Certificate develops understanding and appreciation of the banking sector, critical to effective performance. Topics studied include:

  • Professional Ethics, Culture and Conduct in Banking
  • The Principles of Credit, Effective Lending and Security
  • The Regulatory and Legal Framework
  • How Banking and the Wider Economy Interact
  • Effective Relationships with Customers
  • Risk Management in Banking
  • The Role of Risk in Banking

Download the module specification for further information: 

Professional Banker - Module Specification

 

Am I Eligible?
  • There are no formal entry requirements however you must be willing to put in the necessary study hours.
  • You can study this qualification whether you have joined a bank straight from education or have previous financial services knowledge and experience.
  • Work experience is helpful but not essential as all learning materials are provided as part of registration.


Achieving the Professional Banker Certificate will:

  • Show your commitment to the values, attitudes and behaviours of a Professional Banker.
  • Demonstrate your knowledge and understanding of key issues in banking practice and your ability to apply these to benefit your customer and organisation.
  • Provide evidence of your investment in your career.
Resources

You will receive a comprehensive workbook to support your learning. You will also be given access to the Institute’s website where you can find more online support, including mock exams to help you revise.

View a sample of the learning material that is available to you: 

Professional Banker Certificate - The Business of Banking and the Economic Environment (Chapter 1)


Please note: No part of this publication may be reproduced, stored on a retrieval system or transmitted in any form or by any means whatsoever, without written permission from the Chartered Banker Institute.

Students outside the UK will be supplied with a PDF version of the study material. Should you require a hard copy version of the study material please note that you will be responsible for the payment of postage prior to despatch.  Please also note that textbooks or other learning materials delivered to destinations outside the EU may be subject to taxes, fees, levies, import duty or other charges, which are imposed by local legislation. Any such charges are the responsibility of the recipient of the products.

 

Case studies

“Over 70% (71%) feel more confident and professional in their role as a result of completing their qualifications”

*Based on a 2016 Chartered Banker Institute membership survey