# COBS - Client Categorisation

**Canonical URL:** https://www.skillcast.com/courses/cobs-client-categorisation-training-course
**Canonical link:** `<link rel="canonical" href="https://www.skillcast.com/courses/cobs-client-categorisation-training-course">`
**Provider:** Skillcast
**Duration:** 20 minutes
**Format:** In-depth
**Industries:** FS - Capital Markets, FS - Other, FS - Private Equity, FS - Asset Management, FS - IFA
**Topics:** Financial Crime, CoreCompliance

## Description

The Conduct of Business Sourcebook (COBS) applies to financial firms in the UK that deal with client investments. COBS rules cover client categorisation. Client categorisation is based on the client's level of sophistication. This classification determines the degree of regulatory protection the client is entitled to and the types of investment products they can be offered. Our COBS for Client Categorisation Course explains the FCA Conduct of Business Rules for client categorisation in the investment business.

## Learning Objectives

- Appreciate why we categorise clients
- Recognise different client categories
- Recognise the criteria and procedure by which certain clients can opt for re-categorisation
- Identify and apply the record-keeping requirements

## Structured data (JSON-LD)

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  "@type": "Course",
  "name": "COBS - Client Categorisation",
  "description": "The Conduct of Business Sourcebook (COBS) applies to financial firms in the UK that deal with client investments. COBS rules cover client categorisation. Client categorisation is based on the client's level of sophistication. This classification determines the degree of regulatory protection the client is entitled to and the types of investment products they can be offered. Our COBS for Client Categorisation Course explains the FCA Conduct of Business Rules for client categorisation in the investment business.",
  "url": "https://www.skillcast.com/courses/cobs-client-categorisation-training-course",
  "provider": {
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  "timeRequired": "PT20M",
  "teaches": [
    "Appreciate why we categorise clients",
    "Recognise different client categories",
    "Recognise the criteria and procedure by which certain clients can opt for re-categorisation",
    "Identify and apply the record-keeping requirements"
  ],
  "about": [
    "FS - Capital Markets",
    "FS - Other",
    "FS - Private Equity",
    "FS - Asset Management",
    "FS - IFA",
    "Financial Crime",
    "CoreCompliance"
  ],
  "learningResourceType": [
    "In-depth"
  ]
}
```