Enhanced Competency Framework (ECF) CPWP Module 2

 

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.

Application Form

Direct Entry Application Form

Module Exemption Form for HKIB Programmes

[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: HKD16,760*

*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.

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, (https://greentalent.org.hk/).”

“The Scheme provides training subsidies to Hong Kong residents who are market practitioners and prospective practitioners of green and sustainable finance, namely students and graduates in relevant disciplines. After completing Eligible Programmes, applicants can apply for a subsidy of up to 80% of the relevant fees (full-time student applicants can apply for a subsidy of up to 100% of the relevant fees), subject to a ceiling
of $10,000.

The reimbursement application should be submitted via the application portal of the Scheme (https://www.greentalent.org.hk/auth/login) within 3 months from the date of completion of the Eligible Programme.”

“Programme Identification Code: GTP-353229
Effective date under the Scheme*: 2022/12/13

* The Pilot Green and Sustainable Finance Capacity Building Support Scheme only accepts reimbursement applications in relation to an Eligible Programme with an enrolment date that is on or after the effective date of such Programme.”

Programme Fee

HKD 5,600

(reimbursable fees under the Pilot Green and Sustainable Finance Capacity Building Support Scheme)

*Reimbursement amount is dependent on the actual amount incurred by the programme participant and the applicable percentage of reimbursement based on that participant’s applicant category.”

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

Training¹

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Specialist Certificate in Green Finance and Sustainability	HPCC201P24041 FLEX Learning – Virtual Classroom	11 Apr 2024 (Thu)	19:00 - 22:00	Cantonese	CLOSED
		18 Apr 2024 (Thu)
		26 Apr 2024 (Fri)
		2 May 2024 (Thu)
		9 May 2024 (Thu)
	HPCC201P24071 Face to face mode	15 Jul 2024 (Mon)	19:00 - 22:00	Cantonese	CLOSED
		22 Jul 2024 (Mon)
		29 Jul 2024 (Mon)
		5 Aug 2024 (Mon)
		12 Aug 2024 (Mon)
	HPCC201P24101 FLEX Learning – Virtual Classroom	20 Sep 2024 (Fri)	19:00 - 22:00	English	5 Sep 2024 (Thu)	4,200
		4 Oct 2024 (Fri)
		18 Oct 2024 (Fri)
		25 Oct 2024 (Fri)
		1 Nov 2024 (Fri)
	HPCC201P24111 FLEX Learning – Virtual Classroom	7 Nov 2024 (Thu)	19:00 - 22:00	Cantonese	24 Oct 2024 (Thu)	4,200
		14 Nov 2024 (Thu)
		21 Nov 2024 (Thu)
		28 Nov 2024 (Thu)
		6 Dec 2024 (Fri)
	(NEW!!) HPCC201P25021 FLEX Learning – Virtual Classroom	13 Feb 2025 (Thu)	19:00 - 22:00	Cantonese	27 Jan 2025 (Mon)	4,400
		20 Feb 2025 (Thu)
		27 Feb 2025 (Thu)
		6 Mar 2025 (Thu)
		13 Mar 2025 (Thu)

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Corporate Finance Services	HPCC202P24101 FLEX Learning – Virtual Classroom	2 Oct 2024 (Wed)	19:00 - 22:00	Cantonese	16 Sep 2024 (Mon)	4,200
		9 Oct 2024 (Wed)
		16 Oct 2024 (Wed)
		23 Oct 2024 (Wed)
		30 Oct 2024 (Wed)

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Finance of International Trade	HPCC203P24091 FLEX Learning – Virtual Classroom	6 Sep 2024 (Fri)	19:00 - 22:00	Cantonese	CLOSED
		13 Sep 2024 (Fri)
		20 Sep 2024 (Fri)
		23 Sep 2024 (Mon)
		4 Oct 2024 (Fri)

Module	Training Code	Date	Time	Language (Supplemented with English materials)	Application Deadline4	Fee(HKD)5
Technology Management and Innovation in Banking	HPCC204P24031 FLEX Learning – Virtual Classroom	6 Aug 2024 (Tue)	19:00 - 22:00	Cantonese	CLOSED
		13 Aug 2024 (Tue)
		20 Aug 2024 (Tue)
		27 Aug 2024 (Tue)
		3 Sep 2024 (Tue)
	(NEW!!) HPCC204P24081 FLEX Learning – Virtual Classroom	5 Mar 2025 (Wed	19:00 - 22:00	Cantonese	27 Jan 2025 (Mon)	4,400
		12 Mar 2025 (Wed)
		19 Mar 2025 (Wed)
		26 Mar 2025 (Wed)
		2 Apr 2025 (Wed)

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
Specialist Certificate in Green Finance and Sustainability	EXAM-2022-10300R	26 Sep 2024 (Thu)	19:00 - 22:00	26 Aug 2024 (Mon)	1,400
	EXAM-2022-10308R	3 Dec 2024 (Tue)	19:00 - 22:00	3 Nov 2024 (Sun)	1,400
	EXAM-2022-10313R	23 Jan 2025 (Thu)	19:00 - 22:00	23 Dec 2024 (Mon)	1,500
	(NEW!!) EXAM-2025-0007R	15 Apr 2025 (Tue)	19:00 - 22:00	15 Mar 2025 (Sat)	1,500
	(NEW!!) EXAM-2025-0096R	10 Jun 2025 (Tue)	19:00 - 22:00	10 May 2025 (Sat)	1,500

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Corporate Finance Services	EXAM-2022-10310R	19 Dec 2024 (Thu)	19:00 - 22:00	19 Nov 2024 (Tue)	1,400

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Finance of International Trade	EXAM-2022-10305R	19 Nov 2024 (Tue)	19:00 - 22:00	19 Oct 2024 (Sat)	1,400

Module	Exam Code	Date	Time	Application Deadline4	Fee (HKD)5
Technology Management and Innovation in Banking	EXAM-2022-10302R	17 Oct 2024 (Thu)	19:00 - 22:00	17 Sep 2024 (Tue)	1,400
	(NEW!!) EXAM-2025-0012R	21 May 2025 (Wed)	19:00 - 22:00	21 Apr 2025 (Mon)	1,500

 

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.

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 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.

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: 31 August 2024

 

 

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.