We use cookies on all our websites to gather anonymous information about your visit that helps us to make improvements and increase performance. By continuing you are consenting to these cookies.

If you would like more information or would like to change your cookie preferences, please visit our cookies page.

Two women in a classroom

Certificate in Relationship Management (CertRM)

The Certificate in Relationship Management  develops your skills in business planning, account portfolio management, and the role of the relationship manager as a trusted adviser. Completion will provide you with the skills to anticipate, identify and satisfy customer needs profitably.

About the qualification

The Certificate is a comprehensive course, which develops knowledge of the strategic context and organisational implications of relationship management within the financial services industry. 

CertRM has been designed to be relevant for those new to roles in business and commercial banking, and corporate relationship management, as well as for the more experienced relationship manager looking to improve knowledge. Completion of CertRM provides credit towards our Professional Diploma in Banking & Finance designation.

Key information

  • Next course start date is November 2017
  • Comprehensive online study materials are provided
  • Assessed through a multiple-choice exam and coursework assignment
  • On-demand exams in over 150 nationwide locations with same day results
  • Upon completion, you are able to use the ‘CertRM' designation after your name


CertRM consists of one unit.

Unit - Relationship Management (RELM)

  • The commercial environment in which businesses operate
  • Different types of business customer
  • Relationship management principles
  • Business plan analysis and the role of the relationship manager in business development and customer retention
  • Business plans and portfolio management (including key account and portfolio planning)


Study timetable

Your registration fee includes the following study support:

  • Online access to learning materials
  • Exemplar papers
  • Webinars and learning activities including e-quizzes
  • Study planner
  • Access to online ‘ask the expert’ forum
200 study hours are recommended. Typically the course will take around 26 weeks to complete, studying up to 8 hours a week.


CertRM comprises two assessment components:

  • 45-minute objective exam consisting of 30 multiple-choice questions
  • Coursework assignment
The exam can be taken at over 150 Pearson VUE centres nationwide with the result provided on the day.

View information on examination booking and venues


Looking for further information


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