Overview

Certified Banker / Chartered Banker Conversion Programme
A fast-track route for a Certified Banker (CB) to become a Chartered Banker and vice versa


Mutual Recognition of Qualifications and Designations

In 2008, The Hong Kong Institute of Bankers (HKIB) and The Chartered Institute of Bankers in Scotland (CIOBS) entered into a Mutual Recognition of Qualifications and Designations Agreement. Both Certified Banker and Chartered Banker statuses are well-recognised standards for professionals working in the banking sector. Holders of the designations are regarded as being highly qualified professionals with a detailed knowledge of the modern banking sector and the ethical and professional requirements.

The mutual recognition arrangement allows a Certified Banker (CB) to also become a Chartered Banker and vice versa. The conversion routes are summarised below.


Route for a Certified Banker (CB) to Also Become a Chartered Banker

Under the agreement, “Certified Banker” designation holders from HKIB are able to become a Chartered Banker by studying the CIOBS’s Professionalism, Regulation and Ethics Module, and successfully completing a reflective assignment.

After the completion of the Chartered Banker Conversion Module, Certified Banker holders are entitled to include "Chartered Banker" on their CVs or business cards, e.g. Mr Peter Chan Certified Banker, Chartered Banker.

For more information of CIOBS and Chartered Banker, please click Here.

Note: The use of the ‘Chartered Banker’ designation and the letters ‘MCIBS’ (i.e. Member of the Chartered Institute of Bankers in Scotland) is dependent upon annual payment of the appropriate Institute’s subscription fee.


Entry Requirements

Applicants should have:
(a) Certified Banker designation; and
(b) Current HKIB membership

Applicants will also need to become student members of CIOBS.

 

Learning Support

The programme is fully supported by CIOBS, which includes:
(a) a generic study guide for the programme (provided at the first enrolment)
(b) distance learning workbooks
(c) unlimited access to the Student Support Helpline of CIOBS
(d) unlimited access to the student forums of CIOBS
(e) unlimited access to the CIOBS Members’ website
(f) unlimited access to Chartered Banker web resources
(g) provision of a tutor from CIOBS for each module
(h) assignment review and marking, as well as feedback from the module tutor of CIOBS


Route for a Chartered Banker to Also Become a Certified Banker (CB)

Chartered Banker designation holders are able to join HKIB’s professional membership and use the “Certified Banker” designation after studying and passing an examination in one CB Module: “Banking Law and Practice”, which provides practitioners with a sound knowledge of the banking sector in Hong Kong and Mainland China.

Two intakes are scheduled each year. Please refer to the CB Training and Examination Schedule for details.


Entry Requirements

Applicants should have:
(a) Chartered Banker designation; and
(b) Current HKIB membership


For enquiries, please contact our staff at 2153 7821 or 2153 7893.