CB (Stage II)

 

Programme structure

*For exemption only

^ For new learner on CB (Stage II) / Non-CB (Stage I) holder

# No exemption is allowed

 

Eligibility

Candidates of Certified Banker (Stage ll) need to fulfill ONE of the following entry requirements:

• Certified Banker (Stage I) holders; OR
• Holders of bachelor’s degree in banking or finance related discipline (QF L5); OR
• Holders of bachelor’s degree in any disciplines with 3 years of relevant banking experience (QF L5); OR
• Holders of associate degree / higher diploma in banking or finance (QF L4) with 3 years of relevant banking experience; OR
• Equivalent qualifications or above; OR
• Mature applicants* with 6 years of relevant banking experience (2 years at supervisory level) with recommendations from employer.

*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.

 

Fee

HKD5,400 - HKD12,800*

MORE for LESS Incentive Application Form

*Including training and first attempt of examination for all modules

Direct Entry Application Form

Module Exemption Application Form

 

Special Promotion

[New!] A FAST PASS to get New professional banking qualification

With the fast-growing demand of talents with different skill sets, our flagship programme - Certified Banker is offering a Fast Pass incentive scheme tailormade for current practitioners who aspire to become future leaders in the banking industry. Learners who have completed all FOUR “Future Banking Driven Modules” below and passed the examinations will be awarded CB (Stage II) Professional Qualification (including Professional Diploma for Certified Banker and certificates for each of the four modules) within EIGHT months.

Four Future Banking Driven Modules:

1. [New!] Future Banking and ESG

2. Professional Ethics and Compliance

3. [New!] Green Finance and Sustainability

4. Technology Management and Innovation in Banking

The Fast Pass is designed for practitioners* with a bachelor’s degree and three years of relevant banking experience, with the aim to pursue a professional qualification through the new study path with GREAT concepts: Green Finance, Risk (climaterelated), Ethics, AI and Technology, being incorporated in 4 different modules.

*Certified Banker (Stage I) holders can enjoy additional module exemption.

Programme fee: HKD12,800*

*Including training and first attempt of examination for all four modules

Specialist Certificate in Green Finance and Sustainability

Acquire Green knowledge for your career advancement!

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.

Highlights

Green Finance and Sustainability aims to develop candidates’ comprehensive knowledge, skills and understanding relating to green finance and sustainability and the relationship between green and sustainable finance and ESG. With the study of internationally-recognised as well as local banking principles and practice in the full spectrum of green finance and sustainability, together with guidelines from local regulator and case studies, learners will be able to understand how to help bank deliver its strategy, perform well at work, serve customers, communities and the wider environment to manage climate-related risk, and support the transition to a low-carbon and sustainable world with the provision of green and sustainable finance.

• To provide an overview of Green Finance and ESG

• Assess the latest development, governance factors, good practices and market trends in Green Finance and Sustainability to meet the transformation and changing needs in the banks and financial institutions;

• Evaluate different factors relevant to ESG investing, the application of ESG valuation, and the ESG consideration in the investment process;

• Apply the major green finance certifications and ESG ratings being used in the market to different development and operational processes.

Entry Requirements

Candidates need to fulfill ONE of the following entry requirements:

• Associate degree (AD) / Higher diploma (HD) students in any disciplines; OR

• Equivalent qualifications or above; OR

• Mature applicants* with 3 years of relevant banking experience with recommendations from employer.

*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.

Programme Fee

HK$5,400

Mode of Instruction

FLEX Learning – Virtual Classroom / Face to face

Language

Cantonese (Supplemented with English materials)

Pilot Green and Sustainable Finance Capacity Building Support Scheme

This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme. 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.

Apply

Please complete the Specialist Certificate in Green Finance and Sustainability Application Form. 

 

Training Schedule

Professional Diploma for Certified Banker
Certified Banker (CB) – Stage II
Training and Examination Schedule – 2023

Training¹

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Green Finance and Sustainability	HPCC201P23021 FLEX Learning – Virtual Classroom	13#, 27 Feb, 6, 27 Mar, 3 Apr 2023 (Mon)	7:00pm - 10:00pm	Cantonese	CLOSED
	HPCC201I23031 FLEX Learning – Virtual Classroom	9#16, 23, 30 Mar (Thu), 11 Apr 2023 (Tue)	5:00pm - 8:00pm	Cantonese	CLOSED
	HPCC201P23041 FLEX Learning – Virtual Classroom	6#, 13, 20, 27 May, 3 Jun 2023 (Sat)	10:00am - 1:00pm	Cantonese	CLOSED
	HPCC201P23071 FLEX Learning – Virtual Classroom	5#, 12, 19, 26 Jul, 2 Aug 2023 (Wed)	7:00pm - 10:00pm	Cantonese	CLOSED
	HPCC201I23081 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050
	HPCC201P23091 FLEX Learning – Virtual Classroom	7#, 14, 21, 28 Sep, 5 Oct 2023 (Thu)	7:00pm - 10:00pm	English	CLOSED
	HPCC201I23091 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050
	HPCC201I23092 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050
	HPCC201I23101 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050
	HPCC201P23111 FLEX Learning – Virtual Classroom	2#, 9, 16, 23, 30 Nov 2023 (Thu)	7:00pm - 10:00pm	Cantonese	25 Oct 2023 (Wed)	$ 4,050
	HPCC201I23121 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050
	HPCC201I23122 FLEX Learning – Virtual Classroom	Date to be confirmed				$ 4,050

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Corporate Finance Services	HPCC202P23101 FLEX Learning – Virtual Classroom	3#, 10, 17, 24, 31 Oct 2023 (Tue)	7:00pm - 10:00pm	Cantonese	25 Sep 2023 (Mon)	$ 4,050

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Finance of International Trade	HPCC203P23091 FLEX Learning – Virtual Classroom	6#, 13, 20, 27 Sep, 4 Oct 2023 (Wed)	7:00pm - 10:00pm	Cantonese	29 Aug 2023 (Tue)	$ 4,050

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Technology Management and Innovation in Banking	HPCC204P23031 FLEX Learning – Virtual Classroom	9#, 23, 30 Mar, 6 Apr (Thu), 15 Mar 2023 (Wed)	7:00pm - 10:00pm	Cantonese	CLOSED
	HPCC204P23081 FLEX Learning – Virtual Classroom	3#, 10, 17, 24, 31 Aug 2023 (Thu)	7:00pm - 10:00pm	Cantonese	CLOSED

Examination¹

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 2 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)5
Green Finance and Sustainability	EXAM-2022-10051F	15 Feb 2023 (Wed)	7:00pm - 10:00pm	CLOSED
	EXAM-2022-10091F OR EXAM-2022-10091R	4 Jul 2023 (Tue)	7:00pm - 10:00pm	CLOSED
	EXAM-2022-10092F OR EXAM-2022-10092R	19 Sep 2023 (Tue)	7:00pm - 10:00pm	CLOSED
	EXAM-2022-10232F	Date to be confirmed			$ 1,350
	EXAM-2022-10238F	Date to be confirmed			$ 1,350
	EXAM-2022-10239F	Date to be confirmed			$ 1,350
	EXAM-2022-10095F OR EXAM-2022-10095R	23 Jan 2024 (Tue)	7:00pm - 10:00pm	22 Dec 2023 (Fri)	$ 1,350

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Corporate Finance Services	EXAM-2022-10050F	9 Feb 2023 (Thu)	7:00pm - 10:00pm	CLOSED
	EXAM-2022-10094F OR EXAM-2022-10094R	9 Jan 2024 (Tue)	7:00pm - 10:00pm	11 Dec 2023 (Mon)	$ 1,350

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Finance of International Trade	EXAM-2022-10096F OR EXAM-2022-10096R	5 Dec 2023 (Tue)	7:00pm - 10:00pm	4 Nov 2023 (Sat)	$ 1,350

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Technology Management and Innovation in Banking	EXAM-2022-10090F OR EXAM-2022-10090R	6 Jun 2023 (Tue)	7:00pm - 10:00pm	CLOSED
	EXAM-2022-10093F OR EXAM-2022-10093R	31 Oct 2023 (Tue)	7:00pm - 10:00pm	29 Sep 2023 (Fri)	$ 1,350

Remarks:

• Learners are required to enrol and complete the training before attempting the examination.

Programme Details:

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/75

Notes:

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	Late Application	A late entry fee of HK$200 will apply to late training and examination enrolment respectively.
5	Fee Discount	HKIB student members can enjoy 25% off training fee discount and 50% off examination fee discount respectively.
6	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 HKD500 (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.

For General Enquiries / Feedback:

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: 15 September 2023

For 2024 training schedule, please click "here" for details.

 

Training Outline & Examination Structure

Training Outline

Remark 1: For exemption only. Holders of the ECF - RWM (Professional Level) offered by HKIB are eligible to apply for module exemption. Please refer to "ECF – RWM" for details.

Remark 2: For exemption only. Holders of the ECF - AML/CFT (Professional Level) offered by HKIB are eligible to apply for module exemption. Please refer to "ECF – AML/CFT" for details.

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

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

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

Examination Structure

Remark 6: Please refer to "ECF – RWM (Professional Level)" for details.

Remark 7: Please refer to "ECF – AML/CFT (Professional Level)" for details.

Remark 8: Please refer to "ECF – ORM (Professional Level)" for details.

Remark 9: Please refer to "ECF – CRM (Core Level)" for details.

Remark 10: Please refer to "ECF – Fintech (Core Level)" for details.