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Business Planning: Banking (ACA Professional Level) open book notes

Business Planning: Banking (ACA Professional Level) open book notes. 2021 written 93 page notes will help you pass the BPB exam with ease. These are the only resources you need.

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  • Business Planning: Banking - ACA Professional Level (ACA PL BPB)
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Business Planning: Banking (ACA Professional Level) open book notes.

These notes contain everything you would need to take with you on the Business Planning: Banking Exam including structured credit appraisals for all possible scenarios that might show up, regulatory requirements (Basel & IFRS), hedge accounting, audit and assurance notes and ethics.

If you have these open book notes with you, you would need nothing more to pass the BPB exam.

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ACA professional level exam results published

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ICAEW students have now received the results of their September 2023 ACA Professional Level exams .

In total, 4,743 students sat exams in September, and achieved the following pass rates:

  • Audit and Assurance: 80.1%
  • Business Planning: Banking: 62.7%
  • Business Planning: Insurance: 100.0%
  • Business Planning: Taxation: 80.4%
  • Business Strategy and Technology: 86.2%
  • Financial Accounting and Reporting (IFRS): 64.7%
  • Financial Accounting and Reporting (UK GAAP): 0%
  • Financial Management: 82.9%
  • Tax Compliance: 88.7%

Only six candidates sat the Financial Accounting and Reporting (UK GAAP) exam in September.

Commenting on this, ICAEW managing director for education and training, Will Holt , said: “Congratulations to all our students who passed their Professional Level exams, and well done to those who received one of our subject Order of Merit prizes.

“My condolences to those who did not pass exams on this occasion. Setbacks do happen but they can also be turned into an opportunity to demonstrate resilience and come back stronger next time.

“We wish all ICAEW students every success in their future studies and careers.”

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PROFESSIONAL LEVEL, SEPTEMBER 2023

SUBJECT ORDER OF MERIT

Audit and Assurance

First place and the Watts prize

  • Siti Sarah Binti Ahmad Lutpi, Malaysia

Business Planning: Banking

First place

·       Anonymous, Birmingham (Deloitte LLP)

Business Planning: Insurance

·       Anonymous, Betchworth (Deloitte LLP)

Business Planning: Taxation

First place and the Little prize

  • Joshua Lack, London (HW Fisher LLP)

Business Strategy and Technology

First place and the Railton prize

Financial Accounting and Reporting

First place and Spicer and Pegler prize

  • Rhianna Cratchley, Leeds (KPMG LLP)

Financial Management

First place and the Howitt prize

  • Ben Atkins, Birmingham (Evelyn Partners LLP)

Tax Compliance

First place and the Knox prize

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Business planning: taxation. what to do to pass..

We're not going to lie ... BPT is not very nice. Arguably the most complex ACA paper from a technical point of view (yes, even more so than the Advanced Level), things are not made any easier by the fact that the examiners do not tell you how many marks are available for each part of the question paper! Doesn't exactly help with time management. BPT is also tricky because it is a mixture of narrative and calculations (don't overdo the calculations aspects, either in your revision or during the exam: most of the marks are actually for the narrative side of things). However, at least BPT is an open-book exam, so you can at least take some hopefully useful resources (including ours!) into the exam with you. Our popular BPT Exam Room Notes PDF publication provides alphabetically-organised, quick reference notes on all key BPT areas. Originally intended as a resource aimed at exam day (hence the name!), many students report that our BPT Exam Room Notes PDF was actually very useful in the pre-exam phase because they found it easy to locate the content. It seems pretty obvious to us that things are easier if your notes are alphabetically organised but unfortunately the ICAEW Workbook is organised primarily by chapter, so it isn't always so easy to use. We are pleased to announce that we can now offer our BPT Exam Room Notes PDF as an instant download so no more waiting around to receive the document (and no more frustrations with Junk Mail folders either!). Just click the link further down the page to make a purchase. We draw on this content and knowledge in our BPT Masterclass on-demand video course, which focuses on tutor-narrated discussions of our Skeleton Notes (notes based on past paper model answers) so that you can learn the patterns. The course is provided with a full Pass Guarantee (which may seem brave of us since this is after all BPT, but with a 100% pass rate for the course in 2021, 98% in 2022 and 99% in 2023, we are not too worried!). As with all the Professional Level ACA papers, it is vital that you use resources that force you to engage actively with the content: simply reading and note-taking is very unlikely to get the content into your brain! So for BPT, we offer our Rapid Revision Question Bank book which offers over a thousand short-form questions to help you learn both the narrative and number content through a self-test format. Actively testing your knowledge through questions is always the best way to deal with the volume of narrative content in this kind of paper. We can also offer our Technique Improvement Service to review your Mock practice attempts to unlock further valuable marks through improvements in writing style, interpretation of the question and other factors. Scroll down the page to learn more about our BPT offering.

100% active learning.

Our Rapid Revision Question Banks provide hundreds of short-form questions to help you learning in a 100% active way, maximising the use of your scarce study time.

Some stats on our BPT Rapid Revision Question Bank.

Contains over 1,000 short-form questions to promote active learning.

The 2024 edition of our RRQB is the twelfth edition of the book so you will benefit from a wide range of question types which we have developed over the years.

Zoning out-free zone.

To keep you engaged with our technical revision and exam technique lectures, our BPT Masterclass on-demand course includes interactive questions mixed into the videos. This ensures that you fully absorb the key learning points from each segment of the course. Like all our Professional Level on-demand courses, as we are so confident that our technique works, our BPT Masterclass on-demand course is provided with a full money-back Pass Guarantee. So provided that you purchase the course at least 3 weeks before exam day and that you complete all content at least once (ideally more!), we will provide a full refund of your course fee if you do not pass your exam in 2024!

Some stats on our BPT Masterclass on-demand course.

>20 hours.

Our BPT Masterclass on-demand course includes over 20 hours of video content, all carefully organised to focus on one element of the syllabus at a time, reducing overwhelm and helping you focus your studies.

Students who used the 2023 edition of our BPT Masterclass on-demand course had a 99% pass rate! So we have no problem offering a full money-back Pass Guarantee on our BPT Masterclass on-demand course

Unlock your potential

Often, students do not achieve their full potential in an ACA paper because they have not been told how to write, how to manage their time and how the marking works. Our Technique Improvement Service (TIS) provides detailed, personalised reviews of your attempts at ICAEW Mocks or past papers.

Writing style

You will receive advice on how to shorten or lengthen your writing style to ensure that you are picking up the marks you deserve.

Time management

You will receive advice on whether you are allocating your scarce answering time correctly through our expert knowledge of the markscheme and how marks are awarded in practice.

Technique Advice Report

To really drive home our advice, we will provide you with a 2-3 page Technique Advice Report on each paper submitted. This includes our popular "5 Top Tips to Improve".

What our students say.

Thanks for the feedback, which is really useful and definitely highlighted some key points I need to work on. I really do appreciate the work done which has given me some reassurance. Thanks again for all your support: this has enabled me to tackle this exam from a different angle, which I would not have been able to do with the other providers.

I am currently preparing for the 3 Advanced Level papers and have bought your Exam Room Notes for CR (both books) and SBM. I previously used your BPT Exam Room Notes and similar to that resource, I think they're really great.

I have long been using your books throughout my ACA studies, and have found them to be invaluable in helping me pass the exams up to now. Many thanks for producing such great quality revision books.

I purchased the Exam Room Notes for the BPT exam (which I comfortably passed) and found really useful. I had one point in the exam where I couldn't remember covering something but was able to find it quickly in the book and  answer the question. I don't think without these notes and the really useful  referencing, I would have been able to pass.

Thank you so much!! :) I really like the Cracking Case book so far, it has helped me so much more than my tuition provider! I had no doubt about it as your notes helped me get 83% in BPT in 2019!

I can't thank you enough for the resources you have provided me to help me pass my BPT exam - the Exam Room Notes and the videos definitely gave me an  essential structure in my mind that I needed to work my way round the syllabus and I ended up with a fantastic result (75%)! I would definitely recommend you guys!

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Purchase exam room notes.

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FAR - Full Series

Learn how to ace the aca certificate level exams, financial accounting and reporting (far) , classroom tuition, online tuition, business planning: tax (bpt).

Our BPT tuition is extremely exam focused and once a topic has been taught, we will develop your exam technique by teaching you the most effective way to answer exam questions on that topic. The learning strategies and exam techniques you will be taught resulted in your tutor winning an ICAEW prize and several of our students scoring over 90%. Notably, our two highest BPT scores (95% and 96%) were both achieved by resit students, proving that our guidance and tutoring skills create a vast level of improvement in student exam performance. This tuition approach has resulted in several of our students also winning prizes.

You can watch the course introduction and  FREE SAMPLE CLASSES   below.

BPT MATERIALS AND OPEN BOOK NOTES

O ur prize-winning ACA tutor Kieran Doe has developed our unique BPT materials which include technical notes specifically designed for use in the exam, master plans and exam technique guidance.

Technical Notes

Our BPT technical notes concisely summarise the technical content so that you can quickly look up the information you need in the exam. The notes include a 'Common Exam Scenario' section which has reminders of the points to consider including in your answer for the most frequently examined scenarios (e.g. capital disposal planning, incorporation, exiting a business, FICs). ​ ​

A small sample is included below.

Master Plan

To ensure that you use your study time as effectively as possible, we have broken the syllabus down into examinable topics so that you can allocate your time to specific examinable topics. For each topic, we have listed the recent past exam questions which examined the topic.

Exam Technique Guidance

We have included our valuable exam technique guidance which contains detailed advice on how you should approach common exam questions in order to score top mark s. ​​​​

PAYMENT AND DELIVERY

The price of our BPT  materials is £45. You can purchase using a credit or debit card below. 

You will receive an email containing a link to download the PDF document within 5 minutes of placing your order. You may print the document for your sole use.

Please ensure that you check your junk mail in case your email settings divert our emails to junk. 

OUR PRIZE-WINNING TECHNIQUE

Each class focuses on a frequently examined topic and explains the key technical concepts in a simplified way, before demonstrating the optimal exam technique by working through recent pas t exam questions in full. Your tutor will teach you the most efficient way to read, interpret and analyse the exam paper and most importantly, the specific technique you should use when typing your answer. This includes practical advice on how to make effective use of your open book when answering questions.

Having understood the technical content and exactly how you should be approaching a particular type of BPT exam question, you can then go and attempt similar past exam questions to put these prize-winning exam technique skills to the test and watch your marks drastically improve - hopefully you will join our growing list of prize winners!

PAYMENT AND ACCESS

You can subscribe to all the classes for £350  and enjoy a viewing period of 12 months.

Please click  HERE  to purchase. Once payment has been made, you can view the full course  HERE . ​

Please note that our open book notes are sold separately.

​ ​ PASS GUARANTEE 

The 12 month access period should give you plenty of time to sit and pass the BPT  exam. However, if you need longer, we will gladly extend your access at no extra cost to you. This includes access to any additional c ontent we upload to the course as a result of syllabus changes. 

COURSE STRUCTURE ​

The course is structured so that it covers each examinable area and each type of BPT exam question. You can find a list of the classes on the course structure structure document below. The course also includes 14 TC revision classes to refresh you on brought forward content. 

WHAT STUDENTS SAY

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Having failed BPT with 54%, Kieran helped me increase my mark to 96%! He explained everything so clearly and the exam technique sessions were particularly valuable. He went through past paper questions, advising how to approach them, where to pick up easy marks and how to lay out the answers. I would definitely recommend ACA Masters!

(BPT resit student who passed first time with us with a score of 96%)

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98% of the best global brands rely on ICAEW Chartered Accountants.

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Information and resources for every stage of your career.

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Let us know about the issues affecting you, your business and your clients.

  • Complete the survey

From software start-ups to high-flying airlines and high street banks, 98% of the best global brands rely on ICAEW Chartered Accountants. A career as an ICAEW Chartered Accountant means the opportunity to work in any organisation, in any sector, whatever your ambitions.

Everything you need to know about ICAEW annual membership fees, community and faculty subscriptions, eligibility for reduced rates and details of how you can pay.

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Welcome to the ICAEW members area: your portal to members'-only content, offers, discounts, regulations and membership information.

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Members are required to supply certain information to the members’ registrar and to pay annual fees and subscriptions. These matters are governed by regulations.

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Continuing Professional Development (CPD) is an integral part of being a successful ICAEW Chartered Accountant.

The ICAEW Chartered Accountant qualification, the ACA, is one of the most advanced learning and professional development programmes available. It is valued around the world in business, practice and the public sector.

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ACA for employers

Train the next generation of chartered accountants in your business or organisation. Discover how your organisation can attract, train and retain the best accountancy talent, how to become authorised to offer ACA training and the support and guidance on offer if you are already providing training.

Digital learning materials via BibliU

All ACA, ICAEW CFAB and Level 4 apprenticeship learning materials are now digital only. Read our guide on how to access your learning materials on the ICAEW Bookshelf using the BibliU app or through your browser.

  • Find out more

Take a look at ICAEW training films

Focusing on professional scepticism, ethics and everyday business challenges, our training films are used by firms and companies around the world to support their in-house training and business development teams.

Attract and retain the next generation of accounting and finance professionals with our world-leading accountancy qualifications. Become authorised to offer ACA training and help your business stay ahead.

CPD guidance and help

Continuing Professional Development (CPD) is an integral part of being a successful ICAEW Chartered Accountant. Find support on ICAEW's CPD requirements and access resources to help your professional development.

ICAEW flagship events

ICAEW boasts an extensive portfolio of industry-leading conferences. These flagship events offer the opportunity to hear from and interact with all the key players in the industry. Find out what's coming up.

Leadership Development Programmes

ICAEW Academy’s in-depth leadership development programmes take a holistic approach to combine insightful mentoring or coaching, to exclusive events, peer learning groups and workshops. Catering for those significant transitions in your career, these leadership development programmes are instrumental to achieving your ambitions or fulfilling your succession planning goals.

Specialist Finance Qualifications & Programmes

Whatever future path you choose, ICAEW will support the development and acceleration of your career at each stage to enhance your career.

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Why a career in chartered accountancy?

If you think chartered accountants spend their lives confined to their desks, then think again. They are sitting on the boards of multinational companies, testifying in court and advising governments, as well as supporting charities and businesses from every industry all over the world.

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Advertise with ICAEW

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Find Voluntary roles

While you pursue the most interesting and rewarding opportunities at every stage of your career, we’re here to offer you support whatever stage you are or wherever you are in the world and in whichever sector you have chosen to work.

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"how to guides" for aca students.

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Here are some resources you will find useful while you study for the ACA qualification.

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Digital learning materials

All ACA learning materials are now digital only. Read our guide on how to access your learning materials on the ICAEW Bookshelf via the BibliU app, or through your browser.

  • Read the guide

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Once you are registered as an ACA student, you'll be able to access your training file to log your progress throughout ACA training.

  • Access your training file
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Fresh insights, innovative ideas and an inside look at the lives and careers of our ICAEW students and members.

  • Read the latest articles

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Getting started.

Welcome to ICAEW! We have pulled together a selection of resources to help you get started with your ACA training, including our popular 'How To' series, which offers step-by-step guidance on everything from registering as an ACA student and applying for CPL, to using your online training file.

Credit for prior learning (CPL)

Credit for prior learning or CPL is our term for exemptions. High quality learning and assessment in other relevant qualifications is appropriately recognised by the award of CPL.

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What you need to know in order to apply for the ACA exams.

The ACA qualification has 15 modules over three levels. They are designed to complement the practical experience you will be gaining in the workplace. They will also enable you to gain in-depth knowledge across a broad range of topics in accountancy, finance and business. Here are some useful resources while you study.

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You will receive your results for all Certificate Level exams, the day after you take the exam and usually five weeks after a Professional and Advanced Level exam session has taken place. Access your latest and archived exam results here.

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Putting your theory work into practice is essential to complete your ACA training.

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We are here to support you throughout your ACA journey. We have a range of resources and services on offer for you to unwrap, from exam resources, to student events and discount cards. Make sure you take advantage of the wealth of exclusive benefits available to you, all year round.

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The ACA will open doors to limitless opportunities in all areas of accountancy, business and finance anywhere in the world. ICAEW Chartered Accountants work at the highest levels as finance directors, CEOs and partners of some of the world’s largest organisations.

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Do you have a question about the ACA training? Then look no further. Here, you can find answers to frequently asked questions relating to the ACA qualification and training. Find out more about each of the integrated components of the ACA, as well as more information on the syllabus, your training agreement, ICAEW’s rules and regulations and much more.

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Bloomsbury – free for eligible firms

In partnership with Bloomsbury Professional, ICAEW have provided eligible firms with free access to Bloomsbury’s comprehensive online library of around 80 titles from leading tax and accounting subject matter experts.

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Country resources

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Corporate governance is the system by which companies are directed and controlled. Find out more about corporate governance principles, codes and reports, Board subcommittees, roles and responsibilities and shareholder relations. Corporate governance involves balancing the interests of a company’s many stakeholders, such as shareholders, employees, management, customers, suppliers, financiers and the community. Getting governance right is essential to build public trust in companies.

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View a range of practical resources on UK GAAP, IFRS, UK regulation for company accounts and non-financial reporting. Plus find out more about the ICAEW Corporate Reporting Faculty.

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View articles and resources on the financial services sector.

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For ICAEW's members in practice, this area brings together the most up-to-date thought leadership, technical resources and professional guidance to help you in your professional life.

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Many ICAEW members work in or with the public sector to deliver public priorities and strong public finances. ICAEW acts in the public interest to support strong financial leadership and better financial management across the public sector – featuring transparency, accountability, governance and ethics – to ensure that public money is spent wisely and that public finances are sustainable.

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Sustainability describes a world that does not live by eating into its capital, whether natural, economic or social. Members in practice, in business and private individuals all have a role to play if sustainability goals are to be met. The work being undertaken by ICAEW in this area is to change behaviour to drive sustainable outcomes.

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ICAEW Faculties

The accountancy profession is facing change and uncertainty. The ICAEW Faculties can help by providing you with timely and relevant support.

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We have teams on the ground in: East of England, the Midlands, London and South East, Northern, South West, Yorkshire and Humberside, Wales and Scotland.

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ICAEW Faculties are 'centres of technical excellence', strongly committed to enhancing your professional development and helping you to meet your CPD requirements every year. They offer exclusive content, events and webinars, customised for your sector - which you should be able to easily record, when the time comes for the completion of your CPD declaration. Our offering isn't exclusive to Institute members. As a faculty member, the same resources are available to you to ensure you stay ahead of the competition.

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We aim to support you wherever in the world you work. Our regional offices and network of volunteers run events and provide access to local accounting updates in major finance centres around the globe.

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ICAEW experts offer simple guides to help understand the technical, economic jargon that will be at the heart of political debates in the coming weeks.

Insights pulls together the best opinion, analysis, interviews, videos and podcasts on the key issues affecting accountancy and business.

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ICAEW produces two podcast series that count towards your CPD: Accountancy Insights for news from across the profession, and The Tax Track for specialist analysis from the ICAEW Tax Faculty.

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With new requirements on ICAEW members for continuing professional development, we bring together resources to support you through the changes and look at the skills accountants need for the future.

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Diversity and inclusion is a key pillar of ICAEW's strategy. Discover the latest insights on equality, diversity and inclusion. You can also join our Diversity & Inclusion Community.

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Our role as a world-leading improvement regulator is to strengthen trust and protect the public. We do this by enabling, evaluating and enforcing the highest standards in the profession. 

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Find out how you can become authorised by ICAEW as a regulated firm. 

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Professional conduct and complaints, statutory regulated services overseen by icaew, regulations for icaew practice members and firms, additional guidance and support, popular search results.

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Exam modules

More information on what you will study during each of the 15 ACA qualification modules.

Certificate level

In this module you will learn about:

  • maintaining financial records;
  • making adjustments to accounting records and financial statements;
  • preparing financial statements; and
  • professional ethics.
  • the concept, process and need for assurance;
  • internal controls;
  • gathering evidence on assurance engagement; and

Business, Technology and Finance

  • business objectives and functions;
  • business and organisational structures;
  • the role of finance and the accountancy profession;
  • the external environment; and
  • the impact of civil and criminal law on business and professional services;
  • company and insolvency law;
  • the impact of law in the professional context; and

Management Information

  • costing and pricing;
  • budgeting and forecasting;
  • performance management;
  • management decision making; and

Principles of Taxation

  • the different objectives and types of tax;
  • the ethics and administration of taxation;
  • income tax and national insurance contributions;
  • capital gains tax and chargeable gains for companies;
  • corporate tax and VAT; and

ICAEW Certificate in Finance, Accounting and Business (ICAEW CFAB)

The Certificate level of the ACA also make up an independent qualification, ICAEW Certificate in Finance, Accounting and Business. This can be completed independently of the ACA. 

ICAEW CFAB is a globally-recognised qualification in finance, accounting and business. It is open to everyone and can be studied independently or via a tuition provider.

The six exams can be completed in any order and are assessed via computer-based assessment at a local exam-centres.

ICAEW CFAB can be achieved in 12 months. Upon completion, you will receive your ICAEW CFAB qualification certificate and you can choose to carry on and complete the ACA.

Read more about ICAEW CFAB

Professional level

  • legal and other professional regulations, ethics and current issues;
  • accepting, planning and managing engagements;
  • concluding and reporting on engagements; and

Business Strategy and Technology

  • strategic analysis;
  • strategic choice;
  • the implementation and monitoring of strategy; and

Financial Management

  • financing options;
  • managing financial risk;
  • investment decisions and valuations; and

Financial Accounting and Reporting

  • accounting and reporting concepts and ethics;
  • single entity financial statements;
  • consolidated financial statements; and

Tax Compliance

  • indirect taxes;
  • capital taxes;
  • corporation tax;
  • income tax and national insurance contributions; and
  • professional ethics and law.

Business Planning

There are three Business Planning module options: Banking, Insurance or Taxation. ACA students are given guidance from their employer which of the three they should study.

Business Planning: Banking

In this option you will learn about:

  • financial services products;
  • risk management;
  • financial and regulatory reporting for banks;
  • the audit and assurance of banks; and

Business Planning: Insurance

  • insurance products;
  • financial and regulatory reporting for insurance companies;
  • the audit and assurance of insurance companies; and

Business Planning: Taxation

  • the taxation of corporate entities;
  • taxation of owner-managed businesses;
  • personal taxation; and

Advanced level

Corporate reporting.

This module covers:

  • applying technical and analytical techniques to resolve compliance and business issues that arise from providing auditing services and preparing and evaluating corporate reports;
  • applying technical knowledge and professional judgement to determine alternative solutions to corporate reporting issues, considering client and stakeholder needs;
  • considering commercial impact and ethical issues arising from recommendations on compliance and business issues; and

Strategic Business Management

  • demonstrating business and ethical awareness at strategic, operating and transactional levels;
  • demonstrating quantitative and qualitative skills to solve business problems and make realistic recommendations;
  • applying technical knowledge, including strategic analysis, risk management, corporate governance, financial management, corporate reporting and assurance;
  • applying technical knowledge and professional judgement to identify and use appropriate models, analyse data from multiple sources and develop appropriate solutions; and

This module must be taken at the end of your studies and relates to how students will be expected to work. It tests professional skills in the context of a specific business issue and your understanding and application of professional ethics. It requires:

  • the demonstration of knowledge, skills and practical application from multiple areas of the syllabus;
  • the ability to analyse financial and non-financial information;
  • the demonstration of professional and ethical judgement; and
  • the development of conclusions and recommendations;

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ACA Professional Level exam results published

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ICAEW students have received the results of their December 2022 ACA Professional Level exams .

In total, 7,168 students sat exams last December, and achieved the following pass rates:

  • Audit and Assurance: 74.3%
  • Business Planning: Banking: 62.9%
  • Business Planning: Insurance: 73.3%
  • Business Planning: Taxation: 81.9%
  • Business Strategy and Technology: 85.1%
  • Financial Accounting and Reporting (IFRS): 59.1%
  • Financial Accounting and Reporting (UK GAAP): 60.9%
  • Financial Management: 78.7%
  • Tax Compliance: 68.4%

There were 26 students who sat the December 2022 Level 4 Accounting Technician Apprenticeship end point assessments. The Portfolio and Reflective Statement had a 100% pass rate, and the Role Simulation had an 83.3% pass rate.

Icaew managing director for education and training, hazel garvey, said:.

“Well done to all ICAEW students who have passed exams in this session, especially those who received one of our orders of merit.

“We’d advise all students who sadly did not pass their exams to speak to their tutor or employer to get back on track.

“We wish all our students every success in their future studies and careers.”

PROFESSIONAL LEVEL, DECEMBER 2022

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INTERNATIONAL ANNUAL ORDERS OF MERIT

First place and the Plender prize

  • Katherine Ellis, Wantage (PricewaterhouseCoopers LLP)

Joint second place and the Stephens prize

  • Simon Biasi, London, (PKF Littlejohn LLP)
  • Anonymous, Malaysia

Fourth place and the Northcott prize

  • Brad Toseland, London (BDO LLP)

Fifth place and the Cassleton Elliott Prize

  • Sarah Macklin, Bristol (Grant Thornton UK LLP)

Joint sixth place and the Arthur Swinson prize

  • Jeremy Ben-Nathan, London (KPMG LLP)
  • James Hemsley, High Wycombe (KPMG LLP)
  • Chloe Pycock, Clevedon (Grant Thornton UK LLP)

Ninth place

  • Anonymous, Newcastle-Upon Tyne (National Audit Office)

Tenth place

  • Gemma Mcconville, Blackpool (PricewaterhouseCoopers LLP)

Eleventh place

  • Nathan Spencer, Salford (PricewaterhouseCoopers LLP)

Twelfth place

  • James Seabrook, London (Civil Service Finance Fast Stream)

Thirteenth place

  • Lucy Dey, London (Ecovis Wingrave Yeats LLP)

Highest Non-Graduate student and the Simon Morris Memorial prize

Highest Non-Public Practice student and the Roger Lawson prize

INTERNATIONAL SUBJECT ORDERS OF MERIT

Business Strategy and Technology

Joint first place and the Railton prize

  • Christopher Cussans, Leeds (KPMG LLP)
  • James Ward, Brighton (Grant Thornton UK LLP)

Audit and Assurance

Joint first place and the Watts prize

  • Todd Brown, Manchester (RSM UK Audit LLP)
  • Zayd Saleh, West Bromwich (Deloitte LLP)

Financial Management

First place and the Howitt prize

  • Eliana Rosenfelder, Edgware (Civil Service Finance Fast Stream)

Financial Accounting and Reporting

First place and Spicer and Pegler prize

  • Mandy Pui Mun Lai, Malaysia

Tax Compliance

First place and the Knox prize

  • Kok Hoong Ong, Kuala Lumpur

Business Planning: Taxation

First place and the Little prize

  • Anonymous, Newcastle Upon Tyne (National Audit Office)

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Professional Level

The study packs for each Professional Level module include a:

  • Self-test questions and worked examples;
  • Study guide;
  • Module syllabus; and
  • Skills and technical knowledge grids
  • Question bank

Make sure to visit the Exam Resources pages where you can access questions within the practice exam software, articles, errata sheets, study tips, examiner guidance, and study webinars that help to put your learning into context.

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Professional Level Audit and Assurance

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Professional Level Business Planning: Banking

Professional level business planning: insurance, professional level business planning: taxation, professional level business strategy and technology, professional level financial accounting and reporting ifrs, professional level financial accounting and reporting uk gaap, professional level financial management, professional level tax compliance.

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Application requirements checklist, what you need to apply for a business checking account.

To apply for an account online, you must own 20% or more of your business. Please note that the requirements differ if you apply in person at a branch.

business planning banking aca

What all applicants and business types need

    Each applicant must provide:

  • Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN)
  • Email address
  • Home address
  • Mobile number  

    Business requirements:

  • Business Taxpayer Identification Number (TIN)
  • Legal business name and physical address
  • A minimum opening deposit of $100
  • Debit and credit card sales estimates. (Required for Business Essentials applications.)

Requirements by business type

Sole proprietor.

Government-issued identification card may be required, such as:

  • Driver’s license
  • State-issued identification card
  • U.S. passport

Business Taxpayer Identification Number such as:

  • Employer Identification Number (EIN)

Legal name of business if using a doing business as (DBA) name, (DBA names differ from owners’ / owner’s or legal business names and are often filed with a government authority)

Single-Member Limited Liability Company (LLC)

Business formation documents, which may include:

  • Valid government-issued business license
  • Letter from the Secretary of State
  • Operating agreement
  • Articles of incorporation
  • Proof of legal name is using doing business as (DBA) name. (DBA names differ from owners’ or legal business names and often filed with a government authority.)

Information about additional business owners:

  • For anyone who owns 25% or more of the business, we need their legal name, SSN/ITIN, birthdate, address, citizenship information and percentage of ownership.
  • Business owners who will also be account owners will receive a portion of the application that they need to complete.

Additional documents may be requested to help identify your business or your business’ physical location.

Limited Liability Companies (LLC)

Government-issued Identification card may be required, such as:

Employer Identification Number

  • Business owners who will also be account owners will receive a portion of the application they need to complete.

Corporation

Partnership.

Government-issued identification card may be required, such as

  • Driver’s license,
  • State issued identification card

Business formation documents may include:

  • Certified articles of organization

For additional association members:

  • Members who will also be account owners will receive an application to complete their details.

Let us help you find the right business checking account.

Checking account lineup.

Our checking lineup covers the needs of nearly any size or type of business. Find your fit.

Get a checking account recommendation.

Answer a few questions to help determine which account meets your business needs.

Compare business checking accounts.

Here's a quick glance at our business checking accounts to help you decide.

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Disclosures

Deposit products are offered by U.S. Bank National Association. Member FDIC.

See the U.S. Bank Your Deposit Account Agreement booklet for additional disclosures applicable to deposit accounts. Other conditions and restrictions may apply. Terms may change without notice. For the most current information about packages and benefits available, contact your banker.

By providing U.S. Bank with a telephone number for a cellular phone or other wireless device, including a number that you later convert to a cellular number, you are expressly consenting to receiving communications — including but not limited to prerecorded or artificial voice message calls, text messages, and calls made by an automatic telephone dialing system — from U.S. Bank and our affiliates and agents at that number. This express consent applies to each such telephone number that you provide to us now or in the future and permits such calls for non-marketing purposes. Calls and messages may incur access fees from your cellular provider.

We use email to communicate information about your request, accounts and offers for U.S. Bank products and services. You may change your marketing preferences at any time in the Privacy section of usbank.com. Unless requested by you, confidential, personal or financial information will never be sent or requested in an email from U.S. Bank.

Discover the latest MyICAEW app for ACA students and members, available to download now. Find out more

  • Benefits of membership

Gain access to world-leading information resources, guidance and local networks.

  • Visit Benefits of membership

Becoming a member

98% of the best global brands rely on ICAEW Chartered Accountants.

  • Visit Becoming a member
  • Pay fees and subscriptions

Your membership subscription enables ICAEW to provide support to members.

Fees and subscriptions

Member rewards.

Take advantage of the range of value added or discounted member benefits.

  • Member rewards – More from your membership
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  • Support throughout your career

Information and resources for every stage of your career.

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Let us know about the issues affecting you, your business and your clients.

  • Complete the survey

From software start-ups to high-flying airlines and high street banks, 98% of the best global brands rely on ICAEW Chartered Accountants. A career as an ICAEW Chartered Accountant means the opportunity to work in any organisation, in any sector, whatever your ambitions.

Everything you need to know about ICAEW annual membership fees, community and faculty subscriptions, eligibility for reduced rates and details of how you can pay.

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Welcome to the ICAEW members area: your portal to members'-only content, offers, discounts, regulations and membership information.

  • Membership regulations

Members are required to supply certain information to the members’ registrar and to pay annual fees and subscriptions. These matters are governed by regulations.

  • Continuing Professional Development (CPD)

Continuing Professional Development (CPD) is an integral part of being a successful ICAEW Chartered Accountant.

The ICAEW Chartered Accountant qualification, the ACA, is one of the most advanced learning and professional development programmes available. It is valued around the world in business, practice and the public sector.

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ACA for employers

Train the next generation of chartered accountants in your business or organisation. Discover how your organisation can attract, train and retain the best accountancy talent, how to become authorised to offer ACA training and the support and guidance on offer if you are already providing training.

Digital learning materials via BibliU

All ACA, ICAEW CFAB and Level 4 apprenticeship learning materials are now digital only. Read our guide on how to access your learning materials on the ICAEW Bookshelf using the BibliU app or through your browser.

  • Find out more

Take a look at ICAEW training films

Focusing on professional scepticism, ethics and everyday business challenges, our training films are used by firms and companies around the world to support their in-house training and business development teams.

Attract and retain the next generation of accounting and finance professionals with our world-leading accountancy qualifications. Become authorised to offer ACA training and help your business stay ahead.

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Continuing Professional Development (CPD) is an integral part of being a successful ICAEW Chartered Accountant. Find support on ICAEW's CPD requirements and access resources to help your professional development.

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ICAEW boasts an extensive portfolio of industry-leading conferences. These flagship events offer the opportunity to hear from and interact with all the key players in the industry. Find out what's coming up.

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ICAEW Academy’s in-depth leadership development programmes take a holistic approach to combine insightful mentoring or coaching, to exclusive events, peer learning groups and workshops. Catering for those significant transitions in your career, these leadership development programmes are instrumental to achieving your ambitions or fulfilling your succession planning goals.

Specialist Finance Qualifications & Programmes

Whatever future path you choose, ICAEW will support the development and acceleration of your career at each stage to enhance your career.

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Why a career in chartered accountancy?

If you think chartered accountants spend their lives confined to their desks, then think again. They are sitting on the boards of multinational companies, testifying in court and advising governments, as well as supporting charities and businesses from every industry all over the world.

  • Why chartered accountancy?

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Matching highly skilled ICAEW members with attractive organisations seeking talented accountancy and finance professionals.

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Helping skilled and in-demand chartered accountants give back and strengthen not-for-profit sector with currently over 2,300 organisations posting a variety of volunteering roles with ICAEW.

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From as little as £495, access to a pool of highly qualified and ambitious ACA qualified members with searchable CVs.

Early careers and training

Start your ACA training with ICAEW. Find out why a career in chartered accountancy could be for you and how to become a chartered accountant.

Qualified ACA careers

Find Accountancy and Finance Jobs

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Find Voluntary roles

While you pursue the most interesting and rewarding opportunities at every stage of your career, we’re here to offer you support whatever stage you are or wherever you are in the world and in whichever sector you have chosen to work.

  • ACA students

"How to guides" for ACA students

  • ACA student guide
  • How to book an exam
  • How to apply for credit for prior learning (CPL)
  • Exam resources

Here are some resources you will find useful while you study for the ACA qualification.

  • Certificate Level
  • Professional Level
  • Advanced Level

Digital learning materials

All ACA learning materials are now digital only. Read our guide on how to access your learning materials on the ICAEW Bookshelf via the BibliU app, or through your browser.

  • Read the guide

My online training file

Once you are registered as an ACA student, you'll be able to access your training file to log your progress throughout ACA training.

  • Access your training file
  • Student Insights

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  • Business Planning: Insurance exam resources

Introduction to the Business Planning: Insurance exam

Helpsheets and support

Published: 21 Sep 2021 Update History

In this guide we will introduce you to the Business Planning: Insurance exam. We will cover what the Business Planning: Insurance exam is, what to expect when sitting the exam, what to look out for and how to prepare for the exam.

Introducing the Business Planning: Insurance exam

The Business Planning: Insurance exam is one of the three specialist exams that sit towards the end of the Professional Level and the Advanced Level. As with the other Business Planning exams, Business Planning: Insurance has some features of both the Professional and Advanced levels, such as being a 2.5-hour exam, but no allocation of marks per requirement but rather just by question.

The syllabus covers both life insurance and non-life (general) insurance and related products such as annuities and pensions.

Learning about the management, regulation and reporting of insurance companies will provide you with an insight into how a globally enormous and important industry works, including how to manage the assets side of the business, which must be matched to the nature of the liabilities.

What to expect when sitting the Business Planning: Insurance exam

To date, exams have generally followed this pattern:

  • Question one (40 marks): Audit and accounting based, recently focusing on preparation of figures for long-term insurance contracts under IFRS 17.
  • Question two (30 marks): Often the “asset side” of the business, looking at asset portfolio management, risk capacity and alignment to match the characteristics of the underlying insurance liabilities.
  • Question three (30 marks): Often has some element of internal audit or risk management with an insurance-specific scenario, such as assessing whether an insurer’s expected figures for a catastrophe loss are reasonable.

The exam will probably feel somewhat time pressured, but whilst the exam is marked out of a notional 100 marks, but we are told that there are generally 120 marks available. This means that the examiners do not expect even a perfect script to make every possible point. Once you have given the examiner enough evidence for him/her to be convinced that you can apply the skills you have learned, move on to the next question.

What to look out for

It is a good idea to look at the examiners’ comments, which are all available in the “student mark plans” after each examination session on the ICAEW website. These give future exam candidates the chance to learn from what their predecessors did not do so well. Common themes that the examiners flag as areas for improvement are:

  • Preparing numbers, but not appearing to understand what they mean. This is especially true in IFRS 17 preparation questions.
  • Not using the facts of the scenario, eg, listing the generic advantages of equities or government debts, but not relating those comments to the specific needs of the company in the exam question.
  • Over-reacting to apparent breaches of regulation, rather than dealing with them in a realistic and proportionate way.

Preparing for the Business Planning: Insurance exam

Retaking the Business Planning: Insurance exam

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IMAGES

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  2. ACA Business Planning: Taxation

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  3. How to Pass ICAEW BPT

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  5. 알라딘: ICAEW ACA Business Planning Taxation: Professional Level (Paperback)

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  6. How To Pass The ICAEW ACA Business Planning Exam

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COMMENTS

  1. Business Planning: Banking exam resources

    The Business Planning: Banking exam covers financial and regulatory reporting for banks, combined with the risks and approaches to audit and assurance services to those banks. It is examined via a 2.5 exam, with a pass mark of 55%. The exam is available in June, September and December and you have a maximum of four attempts at this exam.

  2. How to pass the ICAEW ACA Business Planning exam

    The ACA Business Planning exam falls within the professional level as shown below. All three pathways (Business Planning: Taxation, Business Planning: Banking and Business Planning: Insurance) are included here and ACA students will only need to pass one of these three streams to pass this exam requirement.

  3. Aca Syllabus Handbook

    Business Planning: Banking 77 Business Planning: Insurance 84 ADVANCED LEVEL 92 Corporate Reporting 93 Strategic Business Management 104 Case Study 117 TECHNICAL KNOWLEDGE 124 ... examiners to ensure that the ACA equips the chartered accountants of the future with the skills and knowledge they need to meet these challenges and to be successful.

  4. ACA Professional

    ACA Professional. The Professional Level builds on your Certificate Level knowledge, and teaches you how to apply technical knowledge to real-life scenarios. The Business Planning exams give you the opportunity to gain a sector-specific understanding while studying. There are three Business Planning units to choose from: Taxation, Banking, and ...

  5. ICAEW Business and Finance Professional Level

    ACA Professional Structure and Syllabus. You will need to pass 6 exams to complete this level, which can be taken in any order and are all computer-based. Each Professional Level exam is assessed by a 2.5-hour exam, except for Financial Accounting and Reporting, which is 3 hours.

  6. Professional Level Business Planning: Banking

    The Business Planning: Banking module covers the following topics: risk management and financial services products. financial and regulatory reporting for banks. audit and assurance of banks. ethics. Ensure you order the correct edition of the materials. The 2023 edition is aligned with the syllabus and exams for 2023 only.

  7. Business Planning: Banking (ACA Professional Level) open ...

    Business Planning: Banking (ACA Professional Level) open book notes. These notes contain everything you would need to take with you on the Business Planning: Banking Exam including structured credit appraisals for all possible scenarios that might show up, regulatory requirements (Basel & IFRS), hedge accounting, audit and assurance notes and ethics.

  8. ICAEW ACA Business Planning Banking: Professional Level

    This comprehensive guide, "ICAEW ACA Business Planning Banking: Professional Level," is a pivotal resource for anyone preparing for the ACA exams in 2024, especially those focusing on the banking sector. Tailored to meet the evolving needs of the business world, this book stands as a beacon of knowledge, illuminating the complex landscape of ...

  9. Business Planning: Banking

    ICAEW. BUSINESS PLANNING: BANKING - OPEN BOOK NOTES FOR ICAEW ACA EXAM These notes contain everything you would need to take with you on the Business Planning: Banking Exam including structured credit appraisals for all possible scenarios that might show up, regulatory requirements (Basel & IFRS), hedge ... [Show more] Preview 4 out of 93 pages.

  10. ACA Professional

    The Professional Level builds on your Certificate Level knowledge, and teaches you how to apply technical knowledge to real-life scenarios. The Business Planning exams give you the opportunity to gain a sector-specific understanding while studying. There are three Business Planning units to choose from: Taxation, Banking, and Insurance.

  11. ACA Syllabus and Technical Knowledge Grids Professional Level

    Business Planning: Banking 58 Business Planning: Insurance 65 TECHNICAL KNOWLEDGE 73 Assurance and Audit 74 Business Analysis 76 Ethics Codes and Standards 80 ... examiners to ensure that the ACA equips the chartered accountants of the future with the skills and knowledge they need to meet these challenges and to be successful.

  12. Study ACA online

    Certificate. ACA Certificate will develop your accountancy skills and technical knowledge, so you continue to add value to your company. Accounting (AC) Assurance (AS) Management Information (MI) Principles of Tax (PTX) Business Technology & Finance (BTF) Law. Start building course.

  13. ACA professional level exam results published

    ICAEW students have now received the results of their September 2023 ACA Professional Level exams. In total, 4,743 students sat exams in September, and achieved the following pass rates: Audit and Assurance: 80.1%. Business Planning: Banking: 62.7%. Business Planning: Insurance: 100.0%. Business Planning: Taxation: 80.4%.

  14. Retaking the Business Planning: Banking exam

    How to prepare to retake your exam. Set up a study planner, covering the 6/7 weeks prior to the exam, if you are resitting at the next available sitting. The initial three weeks involves re-familiarisation with the syllabus, paying particular attention to the areas highlighted above. Just because the Business Planning: Banking exam does not ...

  15. Business Planning: Taxation

    Unlock your potential. Often, students do not achieve their full potential in an ACA paper because they have not been told how to write, how to manage their time and how the marking works. Our Technique Improvement Service (TIS) provides detailed, personalised reviews of your attempts at ICAEW Mocks or past papers.

  16. ACA Business Planning Taxation

    Our prize-winning ACA tutor Kieran Doe has developed our unique BPT materials which include technical notes specifically designed for use in the exam, master plans and exam technique guidance. Technical Notes. Our BPT technical notes concisely summarise the technical content so that you can quickly look up the information you need in the exam.

  17. Exam modules

    There are three Business Planning module options: Banking, Insurance or Taxation. ACA students are given guidance from their employer which of the three they should study. Business Planning: Banking. In this option you will learn about: financial services products; risk management; financial and regulatory reporting for banks; the audit and ...

  18. ACA Professional Level exam results published

    ICAEW students have received the results of their December 2022 ACA Professional Level exams. In total, 7,168 students sat exams last December, and achieved the following pass rates: Audit and Assurance: 74.3%. Business Planning: Banking: 62.9%. Business Planning: Insurance: 73.3%. Business Planning: Taxation: 81.9%.

  19. ACA: Business Planning Banking

    ACA: Business Planning Banking. A. abi.11. 2. Hey all. I'll be sitting BPB this September and was wondering if you have any tips/advice on how to build an effective exam file? I understand it needs to be personal but gaining perspective would be very helpful especially that with non-job pressures I'm struggling to study for three exams.

  20. Professional Level

    Professional Level. The study packs for each Professional Level module include a: Make sure to visit the Exam Resources pages where you can access questions within the practice exam software, articles, errata sheets, study tips, examiner guidance, and study webinars that help to put your learning into context.

  21. Application Requirements Checklist

    For anyone who owns 25% or more of the business, we need their legal name, SSN/ITIN, birthdate, address, citizenship information and percentage of ownership. Business owners who will also be account owners will receive a portion of the application they need to complete.

  22. Tips for success

    All ACA, ICAEW CFAB and Level 4 apprenticeship learning materials are now digital only. Read our guide on how to access your learning materials on the ICAEW Bookshelf using the BibliU app or through your browser. ... The Business Planning: Banking exam is not a test of memory, but an exam where understanding and high-level application is tested

  23. Introduction to the Business Planning: Insurance exam

    The Business Planning: Insurance exam is one of the three specialist exams that sit towards the end of the Professional Level and the Advanced Level. As with the other Business Planning exams, Business Planning: Insurance has some features of both the Professional and Advanced levels, such as being a 2.5-hour exam, but no allocation of marks ...