# COBS - Suitability

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

## Description

The FCA Conduct of Business Sourcebook (COBS) applies to finance and investment firms in the UK. COBS covers assessing product or service suitability for clients. Our COBS for Suitability Training Course explains the FCA's Conduct of Business Rules for advising and dealing with investments for retail clients on a discretionary basis.

## Learning Objectives

- Recognise what the suitability test is and when it should be applied
- Know how suitability is assessed
- Know what to do if the suitability test fails
- Identify and apply the record-keeping requirements

## Structured data (JSON-LD)

```json
{
  "@context": "https://schema.org",
  "@type": "Course",
  "name": "COBS - Suitability",
  "description": "The FCA Conduct of Business Sourcebook (COBS) applies to finance and investment firms in the UK. COBS covers assessing product or service suitability for clients. Our COBS for Suitability Training Course explains the FCA's Conduct of Business Rules for advising and dealing with investments for retail clients on a discretionary basis.",
  "url": "https://www.skillcast.com/courses/cobs-suitability-training-course",
  "provider": {
    "@type": "Organization",
    "name": "Skillcast",
    "@id": "https://www.skillcast.com/"
  },
  "timeRequired": "PT20M",
  "teaches": [
    "Recognise what the suitability test is and when it should be applied",
    "Know how suitability is assessed",
    "Know what to do if the suitability test fails",
    "Identify and apply the record-keeping requirements"
  ],
  "about": [
    "FS - Capital Markets",
    "FS - Other",
    "FS - Asset Management",
    "FS - IFA",
    "CoreCompliance"
  ],
  "learningResourceType": [
    "In-depth"
  ]
}
```