Chartered Associate Programme

Professional Qualifications

Chartered Associate Programme

Chartered Associateship is recognised by employers, colleagues and customers worldwide as a mark of professional distinction, demonstrating the highest level of ability and knowledge.

Two women in a classroom

About the qualification

The London Institute of Banking & Finance’s Professional Qualifications Framework provides clear pathways for career development and professional recognition through to Chartered status.

Chartered Associateship is designed for those in, or aspiring to, senior roles within retail and consumer banking and business, commercial and corporate banking. 

Professionals at this level will be able to make informed decisions based on an understanding of the external environment and the different risks that banking and finance organisations face. As such, candidates are required to take the Level 6 Professionalism, Conduct and Ethics qualification as part of the programme.

Structure

To achieve the Chartered Associateship you need to hold the Professional Diploma in Banking & Finance and complete two specialist components at level 6 plus the compulsory Professionalism, Conduct and Ethics (6PCE) programme.

Candidates will also need to demonstrate three years' relevant industry experience.

The components are structured into a Retail & Consumer Banking Stream and a Business, Commercial & Corporate Banking Stream but any component can be taken and recognised towards the required total.

*Under a transition phase, Higher Education (HE) modules are available to study with the credits counting towards the credit requirement at the relevant stage (Professional and Expert). The module credits are validated within the Framework for Higher Education Qualifications (FHEQ).

†This qualification is under development.

Qualification - Digital Retail Banking†

Under development

Module - Corporate Lending*

Builds upon the core understanding of bank lending techniques and develops these into the mid-cap market, with typical corporate revenues of £50-250m. The underlying analysis will increasingly move away from accounting fundamentals and into the shareholder value arena. This will deepen understanding of corporate business models and allow appropriate reflection upon, and evaluation of, such models.

View the Module Specification

Module - Strategic Management in Financial Services*

The strategic management concept and skills of financial service organisations through reference to case studies and a comprehensive analysis of the relevant issues, both theoretical and practical. Specifically it focuses on the relationship between the external and internal context of a financial services organisation and their combined impact on strategy development, choice, appraisal and evaluation.

View the Module Specification

Module - Advanced Work-Based Learning*

Enhances subject-specific, generic and employability skills through an continual process of use and reflection. It provides the opportunity to reflect upon learning and gain relevant practical experience by applying this in the workplace, particularly in relation to strategic issues and their impact upon the business environment.

View the Module Specification

Transferring from an HE award

If you are already studying with us on a Higher Education (HE) award we will have written to you with information about the new Professional Qualifications Framework and the option to transfer. If you wish to transfer from your HE award to the new Professional Qualifications Framework, we will ask you to complete a transfer application form and sign a declaration. We will also need to speak to you about your application to ensure that you make the right study decision.

Please contact our Student and Customer Services team via email or on +44 (0)12 2781 8609 if you wish to transfer to the Professional Qualifications Framework.
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Frequently Asked Questions

The registration fee includes the study text, in both book and PDF format*, the first sitting of your examination and/or coursework and online access to the MyLIBF area of the website.

*The Certificate for Specialists in Demand Guarantees (CSDG®) study text is not currently available online.   

In line with our charitable objectives, we make means-tested bursaries available to students studying our qualifications.

You can find out more information about the bursaries we offer here.
If you would like to apply for a bursary, please email our Student and Customer Services team or call them on +44 (0)12 2781 8609. Please ensure that you have details of the qualification you intend to study when contacting us. 

If you find that the qualification you have registered for is not appropriate to your needs, you may cancel it. A full refund will only be given providing all learning materials are returned to us, fully intact and undamaged, within 14 calendar days of receipt. However, if you have already booked an examination, no refund will be given.

 

After 14 calendar days, all fees are non-refundable and non-transferable. If you have registered for a qualification where study materials are provided online only e.g. resit and CSDG students, a refund may only be requested within 14 days of The London Institute of Banking and Finance receiving payment.

This is dependent on the type of examination you are sitting.

Electronic examinations

These are controlled by Pearson VUE and you will need to contact them directly via using the details on the ‘important registration information’ link on the MyLIBF home page.

If you are unable to attend your examination, please contact Pearson VUE as soon as possible to cancel or reschedule your examination, allowing a minimum of one full clear business days notice prior to your examination. For example, the deadline to cancel or reschedule an electronic examination due to take place on a Tuesday would be the Friday before. 
 
AFA examinations

All electronic Advanced Financial Advice (AFA) examination and all paper based examinations are taken on a set date (as per the qualification timetable) and it is not possible to change the date and time. You may however, be able to change the venue or defer to a later sessions and should contact the Student and Customer Services team via email or by phone on +44 (0)12 2781 8609 to enquire.

If you are unable to provide the required notice due to significant mitigating circumstances such as sudden illness, please contact Students and Customer Services straight away as you may be eligible for Special Consideration. Supporting documentary evidence is required for a Special Consideration application. 

Making a complaint

A complaint should be made as soon as possible, but no later than ten working days from the date of the incident occurring. 

We deal with all complaints as promptly as possible and within clearly defined timescales. Where it is not possible to meet these service standards, students will be informed of the progress of their complaint. The stages for handling a complaint are as set out within our CPQ Complaints Policy.

Appealing a decision

Students also have the right to appeal to a decision that has been made in the course of the assessment of their programme of learning. An appeal may only be submitted in relation to final decisions. 

An appeal application must be submitted to us within 15 working days of the date of our letter advising the outcome of a decision. If the appeal application form is received after the deadline, we reserve the right to refuse the application. Please read our Appeals Policy, in particular Section B - 'making an appeal'.
 
Making a result enquiry

If you believe that there has been an error in the marking of your assessment, you may apply for an assessment result enquiry. This policy does not apply to the applicant who believes that their performance during an assessment may have been adversely affected by external factors, for example, noise, illness or unforeseen circumstances. These cases are dealt with under our Special Consideration Policy.

Please read our Assessment Result Enquiry Policy fully as this sets out the key stages for applying. An application form is included within the policy and must be sent to us within 10 working days of the assessment outcome being communicated to you. 
 

For any of the above, we recommend that you first contact the Student Support Services team by telephone on +44 (0)12 2782 9499 or email enquiries@libf.ac.uk to discuss the nature of your concern and for us to offer guidance regarding the process.

... Recognition of Prior Learning (RPL)?

You can apply by completing the RPL application form and sending the form and certified copies of your qualification certificate or transcript to the email or postal address on the form.

We aim to consider and respond with an outcome to your application within 10 working days. In the event that an enquiry proves complex, we may need longer than initially anticipated to investigate it. In such cases, we will make sure that you are kept informed of progress.

You can find the RPL policy here.

special consideration?

You can find our CPQ Special Consideration Policy here. You will need to complete an application form and submit this with your documentary supporting evidence. Given the individual nature of special consideration claims, we would recommend that you also contact the Student Support Services team by telephone on +44 (0)12 2782 9499 or email enquiries@libf.ac.uk for an informal discussion before you submit your application.

For your claim to be considered, you must have initially notified us of your circumstances on or before the submission deadline for coursework or within five days of the examination date. Any applications made outside of this timescale must include an explanation as to why the delay has occurred.

We aim to consider and respond with an outcome within 5 – 10 working days of receipt of your application. This timescale may be longer In the event of your application being referred to the Concessionary Board.

… reasonable adjustment?

Given the individual nature of reasonable adjustments, we would recommend that you contact the Student Support Services team by telephone on +44 (0)12 2782 9499 or email enquiries@libf.ac.uk for an informal discussion before you submit a request. This will allow us to fully understand the nature of your request and advise you on the type of supporting evidence required.

You can find our CPQ Reasonable Adjustments Policy here. An application form is included within Section A, and must be sent to us at least six weeks prior to the date when the adjustment will need to be in place. 

Contact

For registration and other enquiries please contact Student and Customer Services on +44 (0)12 2781 8609.

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