Programme structure
Postgraduate Diploma for |
Obtain 60 credits from TWO modules of any ONE of the below specialist streams and attain a pass in the case study examination of the respective specialist stream 1. Credit Management • ECF – CRM (Professional Level) – Commercial Lending* (Credit: 30) • ECF – CRM (Professional Level) – Credit Portfolio Management* (Credit: 30) 2. Treasury Management • Bank Asset and Liability Management (Credit: 30) • Treasury Markets and Operations (Credit: 30) 3. Operation Management • Banking Law and Practice (Credit: 30) • Operational Risk Management (Credit:30) |
Core Modules |
• Future Banking and ESG^ (Credit:10) • Professional Ethics and Compliance^# (Credit:10) |
*For exemption only
^ For new learner on CB Stage / Non- CB (Stage I) or CB (Stage II) holder
#no exemption is allowed
Eligibility
Candidates of CB Stage need to fulfil ONE of the following entry requirements:
*Mature applicants (aged 21 or above) who do not possess the above academic qualifications but with relevant banking experience and recommendation from their employers will be considered on individual merit.
Application Form
Training Schedule
Postgraduate Diploma for Certified Banker
Certified Banker (CB Stage)
(QR Registration No.: 20/000543/L6) Validity period: 1/8/2020 – 31/7/2025
Training and Examination Schedule – 2024
Important Notes:
For more details about Assessment Agencies for Professional Qualifications and Learning Programme Accreditation, please refer to accreditation page under HKIB website for reference.
Module |
Training Code |
Date |
Time |
Language |
Application Deadline4 |
Fee(HKD)6 |
Operational Risk Management |
HPCCB01P24081 Face to face mode |
8#, 15, 22, 29 Aug, 5 Sep 2024 (Thu), 12, 19, 26 Aug, 2, 9 Sep 2024 (Mon) |
7:00pm - 10:00pm |
Cantonese |
31 Jul 2024 (Wed) |
$ 10,200 |
Banking Law and Practice |
HPCCB02P24061 Face to face mode |
4#, 11, 18, 26 Jun, 2 Jul 2024 (Tue), 7, 14, 21, 28 Jun, 5 Jul 2024 (Fri) |
7:00pm - 10:00pm |
Cantonese |
27 May 2024 (Mon) |
$ 10,200 |
Bank Asset and |
HPCCB03P24071 Face to face mode |
10#, 17, 24, 31 Jul, 7 Aug 2024 (Wed), 12, 19, 26 Jul, 2, 9 Aug 2024 (Fri) |
7:00pm - 10:00pm |
Cantonese |
2 Jul 2024 (Tue) |
$ 10,200 |
Treasury Markets and Operations |
HPCCB04P24081 Face to face mode |
27# Aug, 3 ,10, 17 Sep 2024 (Tue), 23 Sep 2024 (Mon), 30 Aug, 6, 13, 20, 27 Sep 2024(Fri) |
7:00pm - 10:00pm |
Cantonese |
19 Aug 2024 (Mon) |
$ 10,200 |
For examination code which ends with an “F”, it refers to “face-to-face examination”, for examination code which ends with an “R”, it refers to “remote examination”. Please indicate your examination code clearly when applying.
In general, the candidates need around 3 months self-studying time to prepare for the examination. However, you may select the most appropriate examination session according to your competence level and learning plan.
Module |
Exam Code |
Date |
Time |
Application Deadline4 |
Fee (HKD)6 |
Operational Risk Management |
EXAM-2022-10303F OR EXAM-2022-10303R |
5 Nov 2024 (Tue) |
7:00pm - 10:00pm |
4 Oct 2024 (Fri) |
$ 1,400 |
Banking Law and Practice |
EXAM-2022-10299F OR EXAM-2022-10299R |
5 Sep 2024 (Thu) |
7:00pm - 10:00pm |
2 Aug 2024 (Fri) |
$ 1,400 |
Bank Asset and Liability Management |
EXAM-2022-10301F OR EXAM-2022-10301R |
3 Oct 2024 (Thu) |
7:00pm - 10:00pm |
2 Sep 2024 (Mon) |
$ 1,400 |
Treasury Markets and Operations |
EXAM-2022-10306F OR EXAM-2022-10306R |
28 Nov 2024 (Thu) |
7:00pm - 10:00pm |
25 Oct 2024 (Fri) |
$ 1,400 |
Programme / Module Outline | : | Please refer to the programme brochure and handbook for details. |
Venue | : | 3/F Guangdong Investment Tower, 148 Connaught Road Central, HK (Sheung Wan MTR Station Exit C) (for face-to-face training only, unless other venue specified in training class confirmation / examination attendance notice) |
Enrolment | : | By completing the E-form available on https://www.hkib.org/page/74 |
Note | Category | Details |
1 | Training / Examination | HKIB reserves the right to cancel, modify, and/or postpone the training and/or examination. |
2 | CPD | By attending the above training, Professional Qualification holders of CB (Stage I), CB (Stage II), CB Stage, CFMP, ARWP, CRWP, ACsP, ACRP, CCRP(CL) and CCRP(CPM) are eligible to claim HKIB CPD hours |
3 | FLEX Learning | The training sessions will be conducted via virtual mode. Participants can use their own PC or mobile device to attend to the sessions and do not need to come to our premises. Details will be provided in training confirmation email. |
4 | WAM ![]() |
The programme has been included in the list of reimbursable courses for WAM pilot programme. For WAM pilot programme applicants, 80% of the course fee (examination fee excluded) will be reimbursed upon meeting the 80% attendance requirement. For more details, please visit: www.wamtalent.org.hk. |
5 | Late Application | A late entry fee of HK$200 will apply to late training and examination enrolment respectively. |
6 | Fee Discount | HKIB student members can enjoy 25% off training fee discount and 50% off examination fee discount respectively. |
7 | Training Materials | A digital version of HKIB-owned training materials would be provided before commencement of the course. Printed version would only be available at an additional cost of HKD600 (including delivery fee) on request by learners. As for essential readings that were not owned by HKIB, learners would have to purchase them at their own costs. |
# | Schedule | First day of training. |
Address: 3/F Guangdong Investment Tower, 148 Connaught Road Central, Hong Kong (Sheung Wan MTR Station Exit C)
Tel: (852) 2153 7800
Email: cs@hkib.org
Last updated: 29 November 2023
Training Outline & Examination Structure
Modules | Contact Hours |
Credit Management | |
ECF - CRM (Professional Level) - Commercial Lending1 | 30 |
ECF - CRM (Professional Level) – Credit Portfolio Management1 | 30 |
Treasury Management | |
Bank Asset and Liability Management | 30 |
Treasury Markets and Operations | 30 |
Operations Management | |
Banking Law and Practice | 30 |
Operational Risk Management | 30 |
Remark 1: For exemption only. Holders of the Professional Level Training Certificate for ECF - Credit Risk Management CRM or respective grandfathered certificate are eligible to apply for ECF - CRM (Professional Level) – Advanced Commercial Lending (M4) or ECF - CRM (Professional Level) Advanced Credit Risk Management and Regulatory Requirements (M5) module exemption after passing the written assessment developed by The HKIB. Please refer to "ECF-CRM" for details.
Examination | Format | Passing Mark | Duration (hours) |
Core | |||
Future Banking and ESG^ | Multiple Choice Questions | 70 | 1.5 |
Professional Ethics and Compliance^# | Multiple Choice Questions | 70 | 1.5 |
^ For new learner on CB Stage / Non - CB (Stage I) or CB (Stage II) holder
# No exemption is allowed
Examination | Format | Passing Mark | Duration (hours) |
Credit Management | |||
ECF- CRM (Professional Level) - Commercial Lending2 | N/A | N/A | N/A |
ECF - CRM (Professional Level) - Credit Portfolio Management2 | N/A | N/A | N/A |
Treasury Management | |||
Bank Asset and Liability Management | Essay Questions | 50 | 3 |
Treasury Markets and Operations | Essay Questions | 50 | 3 |
Operations Management | |||
Banking Law and Practice | Essay Questions | 50 | 3 |
Operational Risk Management | Essay Questions | 50 | 3 |
Remark 2: Please refer to "ECF-CRM" for details.
Remark: Candidates are required to attain a pass in the written examination of the relevant modules as well as the case study examination.
Examination | Format | Passing Mark | Time allowed |
Part A Individual Written Report (40%) |
Take-home Assignment | 50 | 6 weeks |
Part B On-site Examination (60%) |
Open Book Examination | 50 | 3 hours |
Requirement
1. Candidates will receive the “Examination Case: Pre-seen information” (Examination Case) 6 weeks prior to the On-site Examination via email to produce an Individual Written Report according to the instruction provided prior to the On-site examination.
2. Candidates are required to answer questions based on extended case scenario(s) and additional information provided in the On-site Examination question paper.
Passing Criteria
In order to pass the examination, candidates must meet the following requirements:
For more details, please refer to Guideline of Case Study Examination
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