Certified Banker (Stage I)
Programme structure
|
Advanced Diploma for
Certified Banker
(CB Stage I)
|
Select modules to obtain 40 credits
• Fundamentals of Accounting (Credit:10)
• Introduction to Banking Law (Credit:10)
• Introduction to People Management Skills (Credit: 10)
• Risk Management (Credit:10)
• Qualification Certificate of Banking Professional (QCBP)* (Credit: 10)
• ECF – Treasury Management (Core Level)* (Credit: 10)
• ECF – AML/CFT (Core Level)* (credit:20)
• ECF – Cybersecurity (Core Level)* (credit:20)
• ECF – ORM (Core Level)* (credit: 20)
• ECF – Compliance (Core Level)* (credit: 20)
|
|
Core Modules
|
• Future Banking and ESG (Credit:10)
• Professional Ethics and Compliance# (Credit: 10)
|
* For exemption only
# No exemption is allowed
Eligibility
Candidates of Certified Banker (Stage l) need 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.
Application Form
Module Exemption Form for HKIB Programmes 
Training Schedule
Advanced Diploma for Certified Banker
Certified Banker (CB) – Stage I
Training and Examination Schedule
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Core
Future Banking
and ESG
|
HPCC101P24061
FLEX Learning –
Virtual Classroom
|
6 Jun 2024 (Thu) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 13 Jun 2024 (Thu) |
| 20 Jun 2024 (Thu) |
|
HPCC101P24111
FLEX Learning –
Virtual Classroom
|
6 Nov 2024 (Wed)
|
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 12 Nov 2024 (Tue) |
| 19 Nov 2024 (Tue) |
|
HPCC101P25021
FLEX Learning –
Virtual Classroom
|
12 Feb 2025 (Wed) |
19:00 - 22:00
|
Cantonese
|
24 Jan 2025 (Fri)
|
2,300
|
| 19 Feb 2025 (Wed) |
| 26 Feb 2025 (Wed) |
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Core
Professional
Ethics and
Compliance
|
HPCC102P24061
FLEX Learning –
Virtual Classroom
|
5 Jun 2024 (Wed) |
19:00 - 22:00
|
English
|
CLOSED
|
| 12 Jun 2024 (Wed) |
| 24 Jun 2024 (Mon) |
|
HPCC102P24111
FLEX Learning –
Virtual Classroom
|
1 Nov 2024 (Fri) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 8 Nov 2024 (Fri) |
| 15 Nov 2024 (Fri) |
|
HPCC102P25031
FLEX Learning –
Virtual Classroom
|
3 Mar 2025 (Mon) |
19:00 - 22:00
|
Cantonese
|
17 Feb 2025 (Mon)
|
2,300
|
| 10 Mar 2025 (Mon) |
| 17 Mar 2025 (Mon) |
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Introduction to
Banking Law
|
HPCC103P24091
FLEX Learning –
Virtual Classroom
|
4 Sep 2024 (Wed) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 11 Sep 2024 (Wed) |
| 25 Sep 2024 (Wed) |
|
HPCC103P25041
FLEX Learning –
Virtual Classroom
|
24 Apr 2025 (Thu) |
19:00 - 22:00
|
Cantonese
|
8 Apr 2025 (Tue)
|
2,300
|
| 2 May 2025 (Fri) |
| 8 May 2025 (Thu) |
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Risk Management
|
HPCC104P24051
FLEX Learning –
Virtual Classroom
|
7 May 2024 (Tue) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 14 May 2024 (Tue) |
| 21 May 2024 (Tue) |
|
HPCC104P24121
FLEX Learning –
Virtual Classroom
|
3 Dec 2024 (Tue) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 10 Dec 2024 (Tue) |
| 17 Dec 2024 (Tue) |
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Fundamentals of Accounting
|
HPCC105P24041
FLEX Learning –
Virtual Classroom
|
10 Apr 2024 (Wed) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 17 Apr 2024 (Wed) |
| 24 Apr 2024 (Wed) |
|
HPCC105P24101
FLEX Learning –
Virtual Classroom
|
8 Oct 2024 (Tue) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 16 Oct 2024 (Wed) |
| 22 Oct 2024 (Tue) |
|
Module
|
Training Code
|
Date
|
Time
|
Language
(Supplemented with English materials)
|
Application Deadline4
|
Fee(HKD)5
|
|
Introduction to
People Management
Skills
|
HPCC106P24101
FLEX Learning –
Virtual Classroom
|
7 Oct 2024 (Mon) |
19:00 - 22:00
|
Cantonese
|
CLOSED
|
| 14 Oct 2024 (Mon) |
| 21 Oct 2024 (Mon) |
Examination1
All examinations will be conducted in remote examination mode.
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
|
|
Core
Future Banking
and ESG
|
EXAM-2022-10297R
|
25 Jul 2024 (Thu)
|
20:00 - 21:30
|
CLOSED
|
|
EXAM-2022-10311R
|
18 Dec 2024 (Wed)
|
20:00 - 21:30
|
18 Nov 2024 (Mon)
|
580
|
| EXAM-2025-0161R |
19 Feb 2025 (Wed)
|
20:00 - 21:30
|
19 Jan 2025 (Sun)
|
600
|
| EXAM-2025-0006R |
3 Apr 2025 (Thu)
|
20:00 - 21:30
|
3 Mar 2025 (Mon)
|
600
|
|
Module
|
Exam Code
|
Date
|
Time
|
Application Deadline4
|
Fee (HKD)5
|
|
Core
Professional Ethics
and Compliance
|
EXAM-2022-10298R
|
23 Jul 2024 (Tue)
|
20:00 - 21:30
|
CLOSED
|
|
EXAM-2022-10312R
|
12 Dec 2024 (Thu)
|
20:00 - 21:30
|
CLOSED
|
| EXAM-2025-0158R |
15 Jan 2025 (Wed)
|
20:00 - 21:30
|
15 Dec 2024 (Sun)
|
600
|
| EXAM-2025-0017R |
16 May 2025 (Fri)
|
20:00 - 21:30
|
16 Apr 2025 (Wed)
|
600
|
|
Module
|
Exam Code
|
Date
|
Time
|
Application Deadline4
|
Fee (HKD)5
|
|
Introduction to
Banking Law
|
EXAM-2022-10304R
|
29 Oct 2024 (Tue)
|
20:00 - 21:30
|
CLOSED
|
| EXAM-2025-0159R |
22 Jan 2025 (Wed)
|
20:00 – 21:30
|
22 Dec 2024 (Sun)
|
600
|
| EXAM-2025-0025R |
12 Jun 2025 (Thu)
|
20:00 – 21:30
|
12 May 2025 (Mon)
|
600
|
|
Module
|
Exam Code
|
Date
|
Time
|
Application Deadline4
|
Fee (HKD)5
|
|
Risk Management
|
EXAM-2022-10314R
|
21 Jan 2025 (Tue)
|
20:00 – 21:30
|
21 Dec 2024 (Sat)
|
600
|
|
Module
|
Exam Code
|
Date
|
Time
|
Application Deadline4
|
Fee (HKD)5
|
|
Fundamentals of
Accounting
|
EXAM-2022-10307R
|
26 Nov 2024 (Tue)
|
20:00 - 21:30
|
CLOSED
|
| EXAM-2025-0181R |
8 Jan 2025 (Wed)
|
20:00 – 21:30
|
CANCELLED
|
| EXAM-2025-0162R |
12 Mar 2025 (Wed)
|
20:00 – 21:30
|
12 Feb 2025 (Wed)
|
600
|
|
Module
|
Exam Code
|
Date
|
Time
|
Application Deadline4
|
Fee (HKD)5
|
|
Introduction to People
Management Skills
|
EXAM-2022-10309R
|
21 Nov 2024 (Thu)
|
20:00 – 21:30
|
CLOSED
|
| EXAM-2025-0162R |
11 Feb 2025 (Tue)
|
20:00 – 21:30
|
11 Jan 2025 (Sat)
|
600
|
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 submitting the online application via MyHKIB in advance at most 6 months before. |
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 AAMLP, CAMLP, ARWP, CRWP, ACsP, AORP, CORP, ACOP, CCOP(GC), CCOP(IIC), ACRP, CCRP(CL), CCRP(CPM), CPFinT(A), CPFinT(M), CPFinT(S-AIBD), CPFinT(S-DLT), CPFinT(S-OBAPI), CPFinT(S-RT), AGFP(PS), AGFP(ClimRM), AGFP(SDR), AGFP(SSCC), CB (Stage I), CB (Stage II), CB, and CFMP 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 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. |
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: 17 December 2024
Training Outline & Examination Structure
Training Outline
| Modules |
Contact Hours |
| Core |
| Future Banking and ESG |
9 |
| Professional Ethics and Compliance |
9 |
| Elective |
| Introduction to Banking Law |
9 |
| Fundamentals of Accounting |
9 |
| Risk Management |
9 |
| Introduction to People Management Skills |
9 |
| Qualification Certificate of Banking Professional (QCBP)1 |
N/A |
| ECF – Treasury Management2 |
N/A |
| ECF – AML/CFT (Core Level)3 |
N/A |
| ECF – Cybersecurity (Core Level)4 |
N/A |
| ECF – ORM (Core Level)5 |
N/A |
Remark 1: For exemption only. Holders of the Qualification Certificate of Banking Professional (QCBP) are eligible to apply for module exemption.
Remark 2: For exemption only. Holders of the ECF – Treasury Management (i.e., ECF on Treasury Management (Core Level) offered by Hong Kong Metropolitan University are eligible to apply for “Fundamentals of Treasury Markets” module exemption.
Remark 3: For exemption only. Holders of the Advanced Certificate for ECF – AML/CFT or respective grandfathered certificate are eligible to apply for module exemption. Please refer to "ECF – AML/CFT" for details.
Remark 4: For exemption only. Holders of the Advanced Certificate for ECF – Cybersecurity or respective grandfathered certificate are eligible to apply for module exemption. Please refer to "ECF – Cybersecurity" for details.
Remark 5: For exemption only. Holders of the Advanced Certificate for ECF – ORM or respective grandfathered certificate are eligible to apply for module exemption. Please refer to "ECF-ORM" for details.
Examination Structure
| 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 |
| Elective |
| Introduction to Banking Law |
Multiple Choice Questions |
70 |
1.5 |
| Fundamentals of Accounting |
Multiple Choice Questions |
70 |
1.5 |
| Risk Management |
Multiple Choice Questions |
70 |
1.5 |
| Introduction to People Management Skills |
Multiple Choice Questions |
70 |
1.5 |
| Qualification Certificate of Banking Professional (QCBP)6 |
N/A |
N/A |
N/A |
| ECF – Treasury Management |
N/A |
N/A |
N/A |
| ECF – AML/CFT (Core Level)6 |
N/A |
N/A |
N/A |
| ECF – Cybersecurity (Core Level)7 |
N/A |
N/A |
N/A |
| ECF – ORM (Core Level)8 |
N/A |
N/A |
N/A |
Remark 6: Please refer to "Qualification Certificate of Banking Professional" for details.
Remark 7: Please refer to "ECF – AML/CFT" for details.
Remark 8: Please refer to "ECF – Cybersecurity" for details.
Remark 9: Please refer to "ECF – ORM" for details.
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