# COBS - Appropriateness

**Canonical URL:** https://www.skillcast.com/courses/cobs-appropriateness-training-course
**Canonical link:** `<link rel="canonical" href="https://www.skillcast.com/courses/cobs-appropriateness-training-course">`
**Provider:** Skillcast
**Jurisdiction:** UK
**Library:** FCA Compliance
**Duration:** 20 minutes
**Format:** In-depth
**Experience level:** For All Staff
**Industries:** FS - Capital Markets, FS - Other, FS - Asset Management, FS - IFA
**Topics:** CoreCompliance, FCA Handbook
**Last updated:** 2024-02-01

## Description

The FCA's Conduct of Business Sourcebook (COBS) applies to financial firms that deal with customer investments on an execution-only basis. COBS rules cover assessing appropriateness of a product for a customer. Our COBS for Appropriateness Course explains the FCA Conduct of Business Rules for financial firms, how to test appropriateness and when this test should be applied.

## Learning Objectives

- Recognise what the appropriateness test is and when it should be applied
- Understand how appropriateness is tested
- Understand how to proceed when the appropriateness test passes and when it fails
- Identify and apply the record-keeping requirements

## Structured data (JSON-LD)

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  "description": "The FCA's Conduct of Business Sourcebook (COBS) applies to financial firms that deal with customer investments on an execution-only basis. COBS rules cover assessing appropriateness of a product for a customer. Our COBS for Appropriateness Course explains the FCA Conduct of Business Rules for financial firms, how to test appropriateness and when this test should be applied.",
  "url": "https://www.skillcast.com/courses/cobs-appropriateness-training-course",
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  "timeRequired": "PT20M",
  "teaches": [
    "Recognise what the appropriateness test is and when it should be applied",
    "Understand how appropriateness is tested",
    "Understand how to proceed when the appropriateness test passes and when it fails",
    "Identify and apply the record-keeping requirements"
  ],
  "about": [
    "FS - Capital Markets",
    "FS - Other",
    "FS - Asset Management",
    "FS - IFA",
    "CoreCompliance",
    "FCA Handbook",
    "UK",
    "FCA Compliance"
  ],
  "learningResourceType": [
    "In-depth"
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  "educationalLevel": "For all staff",
  "dateModified": "2024-02-01"
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```