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Introduction to becoming a member of the CIOBS

Qualifications

Downloads

The CIoBS has recently started to produce a weekly news podcast, along with podcasts of various seminars and items of specialised interest. For further details click here.

For all courses, the examination entry form is available by clicking here

For the Chartered Banker and all Specialised Diplomas the following documents are available for download.

Chartered Banker and Specialised Diplomas
Download
Description
Brochure This includes the handbook and application form for the Chartered Banker Qualification.
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 Specialised Diploma Subjects.
Application Form The application form for the Chartered Banker course andall Specialised Diplomas.
Diploma in Operation Risk Management Handbook. This is the brochure for the Dip ORM.
Introductory Course Dates The 2008 calendar for Introductory courses.
Revision Course Dates The 2008/9 Revision course timetable.
Newsletter The April Chartered Banker newsletter has now been published. This also has information relevant to the Specialised Diplomas.

Subject Assignments
(Current Assignments for use by all students)

Assignment 1

Assignment 2
(where applicable)

Retail Banking (Scotland)
Retail Banking (England and Wales)
Business Banking
UK Financial Services
Financial Management
Business Law (Scotland, England & Wales)
Financial Economics
Management Strategy and Leadership
The Compliant Person and Regulatory Risk
Credit Risk Practice  
The Compliant Person and Regulatory Risk
Private Banking and Wealth Management  
International Business
Corporate Finance
Investment
Managing People
Customer Relationship Management
Marketing Financial Services
Financial Services Sales Management  
Operational Risk Management
Call Centre Management
Project Management  
Marketing and Selling Finncial Services
Money Laundering  
Financial Crime  

For the Diploma in Financial Services and all related Certificates the following documents are available for download.

Diploma in Financial Services and Certificate Courses
Download
Description
Application form

This application form is suitable for enrolling to all diploma and certificate courses.

Qualifications Prospectus For information about other courses please download the Qualifications Prospectus.
Introductory Course Dates

The 2008 calendar for Introductory courses

Revision Notes
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.

For the Regulatory Qualification Framework the following documents are available for download.

Regulatory Qualification Framework
Download
Description
Application form

This application form is suitable for enrolling to all RQF courses.

Handbook RQF course handbook.
Qualifications Prospectus For information about other courses please download the Qualifications Prospectus.
Revision Course Dates The 2008 calendar for the Regulatory Qualifications Framework is available.
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.