CB (Stage II)

Training Outlines & Examination Structure
Schedule & Fees

Training Outline

Modules	Contact Hours
Elective
Green Finance and Sustainability	15
Corporate Finance Services	15
Finance of International Trade	15
Technology Management and Innovation in Banking	15
ECF on Retail Wealth Management (RWM)¹	N/A
ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/CFT) (Professional Level)²	N/A
ECF on Operational Risk Management (ORM) (Professional Level)³	N/A
ECF on Credit Risk Management (CRM) (Core level)⁴	N/A
ECF on Fintech (Core level)⁵	N/A

Remark 1: For exemption only. Holders of the Professional Certificate for ECF on Retail Wealth Management (RWM) offered by HKIB are eligible to apply for “Financial Planning’ module exemption. Please refer to "ECF- RWM" for details.

Remark 2: For exemption only. Holders of the ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/CFT) (Professional Level) offered by HKIB are eligible to apply for ECF module exemption. Please refer to "ECF - AML/CFT" for details.

Remark 3: For exemption only. Holders of the ECF on Operational Risk Management (ORM) (Professional Level) offered by HKIB are eligible to apply for ECF module exemption. Please refer to "ECF - ORM" for details.

Remark 4: For exemption only. Holders of the ECF on Credit Risk Management (CRM) (Core Level) offered by HKIB are eligible to apply for ECF module exemption. Please refer to "ECF - CRM" for details.

Remark 5: For exemption only. Holders of the ECF on Fintech (Core Level) offered by HKIB are eligible to apply for ECF module exemption. Please refer to "ECF - Fintech" for details.

Examination Structure

Examination	Format	Passing Mark	Duration (hours)
Elective
Green Finance and Sustainability	Multiple Choice Questions & Essay Questions	60	3
Corporate Finance Services	Multiple Choice Questions & Essay Questions	60	3
Finance of International Trade	Multiple Choice Questions & Essay Questions	60	3
Technology Management and Innovation in Banking	Multiple Choice Questions & Essay Questions	60	3
ECF on Retail Wealth Management (RWM)6	N/A	N/A	N/A
ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/CFT) (Professional Level)7	N/A	N/A	N/A
ECF on Operational Risk Management (ORM) (Professional Level)⁸	N/A	N/A	N/A
ECF on Credit Risk Management (Core level)⁹	N/A	N/A	N/A
ECF on Fintech (Core level)¹⁰	N/A	N/A	N/A

Remark 6: Please refer to "ECF- RWM" for details.

Remark 7: Please refer to "ECF- AML/CFT" for details.

Remark 8: Please refer to "ECF - ORM" for details.

Remark 9: Please refer to "ECF - CRM" for details.

Remark 10: Please refer to "ECF - Fintech" for details.

Specialist Certificate in Green Finance and Sustainability Application Form

MORE for LESS Incentive Application Form

Direct Entry Application Form

Module Exemption Application Form

In response to the enthusiastic demand from various sectors of the community, the newly developed Certified Banker (Stage II) module “Green Finance and Sustainability”, which is listed in the "Green and Sustainable Finance Training Repository" provided by the regulator, is also made available to all current and future banking practitioners so that anyone who are interested in understanding more on green finance can enrol. After completing the module training and passing the examination, learners can obtain an individual certificate: “Specialist Certificate in Green Finance and Sustainability”. Learners can also claim for module exemption should they continue to pursue CB (Stage II) if applicable.

Please note that “this programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme, (https://www.greentalent.org.hk/).” Current practitioners in financial services industry or other practitioners whose roles are relevant to green and sustainable finance can apply for reimbursement up to 80%, whereas eligible students can apply for 100% reimbursement. For details, please refer to the above-mentioned scheme.

Please click HERE to view the schedule in PDF.