Choose your first module
To be a Certified Professional Banker, you will need to take one (1) mandatory module and two (2) elective modules in any order. You may purchase one module at a time.
Professional Banking Fundamentals
If you want to build your career prospects, meaningfully contribute to your organisation's strategy and serve your customers better - then this qualification is for you. Designed in conjunction with local and international experts, the qualification will enhance your understanding of the industry, products and services to develop the crucial acumen that will enable you to add value in an ethical and professional way.
This course was developed for the Australasian market in association with the Chartered Banker Institute (UK) - the only body in the world able to confer the status of Chartered Banker and is internationally recognised.
An Australian and a New Zealand version of this qualification are available.
Two versions of the Professional Banking Fundamentals are available. One developed specifically for the Australian market and one for the New Zealand market. Please select your country below to enrol in the relevant version.
Certificate in Business Banking
In this program you will gain a comprehensive understanding of business banking customers, business lending principles and the processes, attributes and key features of the products and services offered by banks to business customers.
By the end of this course, you will be able to:
- Describe the Australian business banking environment and the ways in which banks serve business customers.
- Explain the principles of business lending and describe the business services that banks provide to support key business sectors.
- Analyse and interpret key financial statements to assess the financial performance of a business.
- Describe the types, principles and lending margins of security held by banks to support business loans
- Describe the process of credit assessment and the management of credit risk.
- Explain how business bankers can build customer advocacy through effective relationship management and helping customers to meet their financial needs and goals.
Who is this for?
This program is designed for people that are looking to develop the knowledge and skills to help them build a career in Business Banking.
There are no entry requirements for the Certificate in Business Banking although it would be useful to have an understanding of banking.
Certificate in Consumer Credit
Students who complete this module will be able to:
- Understand the nature and characteristics of consumer credit products and services.
- Investigate and understand how income and revenue streams can support consumer lending together with the regulatory and legislative frameworks relating to consumer lending.
- Understand securities for consumer lending.
- Understand the importance of providing clear and appropriate communication in delivering professional sales and service to customers.
- Understand how to provide support and options to customers experiencing financial change and potential servicing difficulties with their loans.
- Describe and apply the principles of lending.
Certificate in Climate Risk
Recognising the strategic importance of this topic, the Chartered Body Alliance have developed their first joint qualification, the Certificate in Climate Risk.
The aim of the qualification is to develop the learner’s professional knowledge, understanding and skills relating to climate change, climate risk and sustainable finance, with a view to supporting customers, clients, colleagues, and communities with the transition to a sustainable, low-carbon world. This qualification is aimed at financial services risk professionals (or aspiring risk professionals) globally who wish to develop and demonstrate their knowledge of climate risk.
Certificate in Green and Sustainable Finance
Managing climate-related risks and supporting the transition to a low-carbon world are our most significant global challenges. Achieving these requires the combined efforts of global bodies, national governments and the financial services sector, putting sustainability and stewardship at the heart of finance.
The Certificate provides you with a comprehensive overview and understanding of the evolving Green Finance Sector and sustainable finance;
- Introduces green and sustainable finance in the context of retail, commercial and wholesale banking, central and development banks, insurance and investment sectors;
- Covers the science of climate change and the role of the financial system in the natural world;
- Global, international and national policy, regulatory and industry responses to support flows of finance for sustainable growth;
- Identifying, disclosing and reporting climate-related financial risks, and other environmental and sustainability risks;
- Introduces key sustainable finance frameworks/principles (e.g. UN SDGs, PRI/PRB, TCFD, Green Bond and Green Loan Principles;
- Supporting customers in their transition to sustainability;
- Overview of green and sustainable FinTech;
- Ethical dimensions of green and sustainable finance, and the role of Green and Sustainable Finance ProfessionalsTM.
Please note that the exam will be available from July 2023.
Certificate in Risk Management for Banking
Additionally, you will explore the types of risks that arise in banking, the trends that are shaping emerging risks and their implications.
By the end of this course, you will be able to:
- Explain the general principles of risk and risk management in banking and differentiate between the types of risk that arise.
- Describe the purpose of a range of legal and regulatory principles and frameworks that apply to banking and the ways these influence how banks operate and manage risk.
- Describe a range of risks that banks are exposed to and explain the ways in which these risks can be identified, treated and monitored in order to mitigate the risk.
- Describe the purpose, benefits and limitations of a range of business and regulatory risk models used in banking.
- Describe the frameworks, processes and tools used to monitor and control risk in banking.
- Explain what is meant by risk culture, the ways in which it influences the effective management of risk and how applying best practice in risk management can help banks build and embed a sound risk culture across the organisation.