Overview

CB (Stage I)

Candidates of CB (Stage l) need to be an HKIB Individual Member and fulfill ONE of the following entry requirements:
    •    A Bachelor's Degree in any discipline awarded by a recognised university or equivalent; OR
    •    An Associate Degree (AD)/Higher Diploma (HD) in a banking and finance discipline¹ or equivalent; OR
    •    Mature applicants with either
        -    At least five years of banking and finance work experience; OR
        -    Two years of banking and finance work experience with a recommendation²  from the employer

Note:

1. Full time students of the stated Diploma or Degree programmes will also be considered. Student members such as university undergraduates can enrol in the Advanced Diploma for Certified Banker before they graduate. Upon graduation, student members can continue to pursue the Professional Diploma for Certified Banker, and also attain the respective CB Professional Qualification after fulfilling the required work experience.
2. The recommended staff member should have the knowledge and skills to complete the training activities and achieve the intended learning outcomes. The employer should make the recommendation based on the competency of the potential learner. For example, in addition to 2 years of banking and finance work experience, the recommended staff member should possess other relevant traits and skills such as exhibiting a strong work ethic or transferable skills that the employer finds desirable. The recommendation may also include comments on the career advancement prospects of the staff member.
    

CB (Stage II)

Candidates of CB (Stage ll) need to be an HKIB Individual Member and fulfill ONE of the following entry requirements:
    •    The Advanced Diploma for Certified Banker offered by HKIB; OR
    •    A Bachelor's Degree in a banking and finance related discipline awarded by a recognised university plus one year of banking and finance work experience; OR
    •    A relevant Professional Qualification plus one year of banking and finance work experience; OR
    •    Mature applicants with at least ten years of banking and finance work experience.

Remark:
Applicants who do not possess a pass in “Professional Ethics and Compliance” or module(s) of the same nature at HKIB are required to first sign up for the training and obtain a pass in the corresponding examination at HKIB.
 

CB

Candidates of CB need to be an HKIB Individual Member and fulfill ONE of the following entry requirements:
    •    The Professional Diploma for Certified Banker offered by HKIB; OR
    •    At least two ECF Professional Certificates (i.e. Professional Certificate for ECF on AML/ Professional Certificate for ECF on RWM/ Professional Certificate for ECF on CRM) awarded or grandfathered by a recognised institute and fulfilled the entry requirement for “Professional Diploma for Certified Banker” offered by HKIB.

Remark:
Applicants who do not possess a pass in “Professional Ethics and Compliance” or module(s) of the same nature at HKIB are required to first sign up for the training and obtain a pass in the corresponding examination at HKIB.
 

CB Programme

For CB (Stage I) programme details, please click HERE.
For CB (Stage II) programme details, please click HERE.
For CB programme details, please click HERE.

To support the continuous development of the adults for pursuing their learning aspirations or enhancing their professionalism through professional training and examination, the Hong Kong Government launched the "Pilot Programme to promote talent training for the asset and wealth management (WAM) sector" scheme and "Continuing Education Fund (CEF)" to provide the subsidies to the learners. Below are the Professional Qualifications Programme Modules available for your CEF or WAM Reimbursement application.
 

Below are the HKIB CEF Reimbursable Courses:

Below are the HKIB Eligible Training Programmes for WAM:

For more details about these two Government Subsidies, please visit our Government subsidies web page.