Terms and Conditions - Exam Bookings

All Institute examinations are examined online and are available at centres throughout the UK, at specified times each week.

This page outlines the arrangements and procedures for the conduct of the final examinations which are held in various centres throughout the UK. International exams must be booked by contacting our Membership Engagement team via info@charteredbanker.com or +44 (0)131 473 7777.

Booking Your Examination
All students should ensure that they read the document entitled ‘Chartered Banker Examinations - On-Line System’ which sets out the procedures for enrolling for examinations as well as explaining how the examination system works. The content of this document is contained in the study guide students receive on enrolment for their first programme module.
Examinations can be booked by logging onto the ‘My Institute’ section of the website and clicking on the subject that you wish to register for an exam for. As soon as you have booked your exam, you will receive an exam confirmation email confirming all arrangements. Please check the details to ensure that they are correct. You should check to ensure that;
• it is for the correct exam(s)
• it is at the correct exam centre
• the date and time specified are correct.
If any of these details are incorrect, log back into the Chartered Banker Institute website and follow the links to amend a booking. You must do this no later than three days before the test is due to be taken. It is not possible to reschedule a test with less than three days to go. If you attempt to reschedule a test at this point, it will be treated as a cancellation and you will lose the payment made for the test. It will be necessary to book, and pay in full, for a new test. 
We recommend that you take a printed copy of the confirmation email with you to the exam 
centre. You must, however, take photographic ID with you. 
Examinations at one of our UK centres can be booked up to 12 weeks in advance and must be booked at least three working days in advance. 
If requesting a resit, the appropriate resit fee must be paid by phoning our Membership Engagement Team on 0131 473 7777 with credit or debit card details before your booking can be accepted.
Should you have any outstanding fees with the Institute, these must be paid before we can accept your booking. For clarity, this includes any unpaid membership subscriptions.
Whilst we shall make every effort to ensure that your confirmed booking is honoured, we may be required to amend the location or timing of the booking due to circumstances beyond our control. In the unlikely event that we have to change or cancel your booking, we reserve the right to do so and will make best endeavours to notify you as soon as possible with a proposal for alternative arrangements. However, you have the right to;
• accept the changed arrangements as notified;
• cancel your booking without penalty and contact us at a later date to make a new booking.
For the avoidance of doubt, we shall have no further liability to you for any changes to, or the cancellation of, the original examination booking.
Cancellation of Booking / Failure to Appear
The arrangements below refer to examinations held within the UK. Different cancellation periods may occur for international exams. These will be advised by our Membership Engagement team at the time of booking.
It is possible to reschedule an exam up to three days (72 hours) in advance without penalty.
It is possible to cancel an exam up to three days (72 hours) in advance without penalty.  
Exams cancelled with less than three days’ notice are fully chargeable.  
Failure to appear for an exam is fully chargeable.  
In both of these instances you will incur the full price for a new exam booking.
To amend or cancel an exam, login to My Institute and follow the same process as for booking an exam. You will immediately receive an automated email confirming the changes.
Where cancellation within three days of the booked examination or failure to attend is a result of illness, accident or other medical circumstances the Institute may waive the new examination fee in favour of a £25 administration fee. Please note that applications will not be considered without supporting medical evidence and that self-certification will not be regarded as acceptable. The Institute will not reimburse any costs incurred in obtaining medical evidence.
Attendance at the Examination Centre
You are required to arrive at the exam centre at least 15 minutes before your exam start time.  Please report to the centre’s administration/reception desk. You will not be admitted to the exam room if you do not arrive 15 minutes before the appointed start time of the exam.  
You must take one of the following forms of photographic ID: 
• Passport 
• UK photo card driving licence 
• Employee photo ID card 
• Bio-metric ID 
• Any European driving licence with photo ID 
Original documentation must be presented, not photocopies or digital copies of documents. ID can be expired in the last six months. If your documentation displays a different surname, an original linking document such as a marriage certificate must be provided. 
Please note that if the centre staff cannot evidence conclusive proof of your identity, you will not be permitted to proceed with the exam. 
You must also take a note of your Membership Number. It is recommended that you take a printed copy of your exam confirmation email which displays this.
Each of the exam centres is staffed by trained personnel to ensure that your exam experience runs as smoothly as possible.   
A member of the centre staff will:  
  • check your name against their list of attendees 
  • check your ID 
  • ask you to store your belongings in the locker provided 
  • take you to the room where you will sit the exam and log you into the exam system 
Examination Duration

The duration of an examination varies dependent upon the qualification. Please see the detail for your module of study. You shall also be provided with full details within the relevant course rules, made available once you commence your studies.

Examination Centres

Examination centres are located throughout the UK. If it is not possible for you to sit your examination at one of the examination centres mentioned, please contact the Institute where alternative arrangements will be considered. International exams must be booked by contacting our Membership Engagement team via info@charteredbanker.com or +44 (0)131 473 7777.

Exam Results

Examination results for all modules examined by multiple choice and/or restricted response questions are available immediately after the examination. For all other modules, examined by case study, essay, and/or short answer style responses, results are published in the members’ section of the Institute website no later than six weeks after the examination. Please note that we reserve the right to extend this response time over the Christmas and New Year period.

Complaints or Comments 

Please find guidance on how to tell us about any concerns you have regarding the service we have provided to you, or to make suggestions for improvement please click here.

General Information 

Although every effort has been made to ensure the accuracy of the information set out on our website's and marketing campaigns, we cannot accept responsibility for any errors or omissions, and reserve the right to vary, amend, supplement or cancel any of the information or offers featured on our website or email campaigns or otherwise at any time.

All details are correct at time of going to print, however may be subject to change from time to time.

We shall not be responsible for any loss or damage which you may suffer arising out of events beyond our control or the control of our suppliers (including, without limitation, fire, failure of electrical, gas or other power supplies, strikes, industrial action, terrorist activity, technical problems with transport, illness of tutors or other subject matter experts, and bad weather), nor for any curtailment, cancellation or change to any accommodation, activity or itinerary or any other consequences which arise as a result of such events.

For the avoidance of doubt, nothing in these terms and conditions shall operate to attempt to exclude or limit the Institute liability for the death or personal injury of any person caused by the negligence of the Institute or its employees, servants or agents or to attempt to exclude or limit the Institute’s liability in any manner which would be unlawful.

Although every effort has been made to ensure that the contents of our resources are correct at the time of release, the Institute makes no warranty that the information is accurate or complete and accepts no liability for any loss or damage suffered by any person acting or refraining from acting as a result of our resources.

Your Data

We shall not provide any personal information regarding a member, or non-member to any third parties without the express permission of the person, with the exception of information requested by a company listed on our database as the person's employer in relation to the person's standing with the Institute, unless the member or non-member has specifically requested that the information should not be divulged.

We will under no circumstances sell or provide information about our members or non-members to a third party for any purposes except in the case of authorised agents of the Institute. Personal details may be provided to other organisations with whom we are organising joint ventures, so long as they used solely for the purpose of that venture. The Institute will not send out information directly to members on behalf of other companies, but will endeavour to keep members and non-members informed on matters pertinent to the Institute and financial services industry. Our full data policy can be viewed here.

These terms and conditions shall be subject to Scots Law. 


Reviewed 03/10/17