CBRM® – Certified Business Relationship Manager


The Certified Business Relationship Manager (CBRM®) Practitioner Qualification is intended for the intermediate to advanced Business Relationship Manager and focuses on performing the role of Strategic Business Relationship Manager. As such, the primary focus of CBRM Course is on strategic business relationship management leveraged to optimize value to the enterprise. A successful Practitioner candidate should be able to start applying the CBRM® concepts, approaches and techniques in their organization.

Certified Business Relationship Manager® (CBRM®) is an intermediate-level Practitioner certification.

Learning Objectives

The successful candidate will demonstrate deep understanding and ability to perform the Strategic BRM role. Specifically, the candidate will:

  • Effectively communicate the purpose and objectives of the Strategic BRM role and how to optimally position that role for maximum effectiveness within the enterprise
  • Understand how to use their personal power and influence to build business relationships and foster a culture that excels at business value results
  • Apply the Strategic Relationship Management processes and techniques to build and sustain trust relationships spanning Business Partner and Provider networks
  • Be able to assess Business Demand Maturity and Business Relationship Maturity and how these might evolve over time
  • Be able to assess Provider Capability Maturity and BRM Competencies and identify key areas needing improvement
  • Be able to apply cross-organization communication techniques to clearly articulate real Provider/business value delivered to the organization
  • Be able to influence executive leaders in their use of Provider Capabilities and Assets based upon potential business value and convergence with business strategy
  • Promote and catalyze business innovation in the Provider’s sphere of influence
  • Be able to use the Business Value Management process, techniques and metrics to define, realize and optimize the value of Provider capabilities and assets
  • Apply Business Partner Experience Management so as to foster a positive Business Partner perception of Provider capabilities as an essential element of building and sustaining trust relationships
  • Shape strategic agendas for optimum business value, with due consideration of external compliance requirements and potential risks to the business
  • Understand the implications of Lean/Agile methods for the BRM role and capability
  • Influence the development and deployment of available Provider capabilities based upon business need and potential to enable or create business value. Apply Business Capability Management to determine and acquire enabling capabilities pursuant to strategic outcomes
  • Apply Business Capability Management to determine and acquire enabling capabilities pursuant to strategic outcomes
  • Contribute to Business Transition Management in order to foster organizational understanding, support, adoption, and business value results of investments in new business capabilities.

CBRM Course Outline

BRMP Re-cap

  • Explain the House of BRM, recalling the BRM Core Disciplines, competencies required for the BRM role, and necessary conditions for protecting the integrity of the role
  • Recall the key BRM concepts, processes, and techniques
  • Understand the Business Relationship Maturity Model and the Five Relationship Maturity Levels

Understanding Business Relationship Maturity and Value

  • The Strategic BRM Role and Capability
  • BRM Impact on Business Value
  • Introduction to the ACME Leisurewear Case Scenario that is used through the course

Assessing BRM Context

  • Clarifying Issues
  • Conducting a Business Demand Maturity Assessment
  • Conducting a Business Relationship Maturity Assessment
  • Conducting a Provider Capability Maturity Assessment
  • Shaping the Business Partner’s experience with the Provider
  • The BRM role in Service Management

Optimizing Business Value

  • Formulating and Clarifying Business Strategy
  • Catalyzing Business Innovation
  • Business Capability Management
  • Value Management Planning
  • Portfolio Management
  • Business Transition Planning
  • Business Value Optimization

Summary and CBRM Exam Preparation

  • CBRM Course Summary
  • CBRM Syllabus Review
  • Format and structure of the CBRM® Practitioner Exam
  • Exam hints and tips
  • Sample Exam


  • BRMP® Certification
  • CBRM certification candidates must agree to the CBRM Code of Ethics and Professional Conduct. Breaches to the CBRM Code of Ethics and Professional Conduct may be considered as a valid cause for CBRM certification revocation.

Professional Development Units (PDU)

CBRM® does have PDU requirements of 40 CPDs every year (120 CPDs total over the three-year certification period) plus a Certification Maintenance Fee (CMF) of $85USD on the third anniversary of their CBRM certification. CMF fees are waived for current Professional BRM Institute members.

CBRM Certification Exam

  • Objective testing
  • 4 questions – 20 question items per question, each worth one mark
  • 40 marks or more required to pass (out of 80 available) – 50%
  • 2,5 hours duration
  • Open Book exam (CBRM Guide only)

Recommended Reading

  • The BRMP® Guide to the BRM Body of Knowledge
  • The CBRM Guide to the BRM Body of Knowledge

* CBRM® is a Registered Trade Mark of Business Relationship Management Institute, Inc.


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IT Chapter Training Facility is located at

204 rue Saint Sacrement, Suite 300 Montreal, QC H2Y 1W8

Tel: 514.868.2116 / 514.431.0542
E-mail: contact@itchapter.com