Programme structure
Postgraduate Diploma for |
Complete the core module and obtain any one of the below specialist streams and attain a pass in the Final Assessment: Case based assessment and oral presentation 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) 4. GBA and Cross-boundary Banking Management • GBA Banking Compliance and Cross-boundary Wealth Management (Credit: 30) • Cross-boundary Banking Strategy and Management (Credit:30) 5. Fintech Management • ECF – Fintech (Professional Level) * (Credit: 60) |
Core Modules |
• Future Banking and ESG^ (Credit:10) • Professional Ethics and Compliance^# (Credit:10) • Strategic Management and Leadership♢ (Credit:15) |
*For exemption only
^ For new CB Stage learner / Non- CB (Stage I) or CB (Stage II) holder
♢ For new CB Stage learner
#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
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 Deadline5 |
Fee(HKD)6,7 |
Operational Risk Management4 |
HPCCB01P24081 Face-to-face Training |
8 Aug 2024 (Thu) |
19:00 - 22:00 |
Cantonese |
CLOSED | |
12 Aug 2024 (Mon) | ||||||
15 Aug 2024 (Thu) | ||||||
19 Aug 2024 (Mon) | ||||||
22 Aug 2024 (Thu) | ||||||
29 Aug 2024 (Thu) | ||||||
2 Sep 2024 (Mon) | ||||||
5 Sep 2024 (Thu) | ||||||
9 Sep 2024 (Mon) | ||||||
16 Sep 2024 (Mon) | ||||||
(NEW!!!) Face-to-face Training |
3 Mar 2025 (Mon) |
19:00 - 22:00 |
Cantonese |
17 Feb 2025 (Mon) |
10,800 |
|
5 Mar 2025 (Wed) | ||||||
10 Mar 2025 (Mon) | ||||||
12 Mar 2025 (Wed) | ||||||
17 Mar 2025 (Mon) | ||||||
19 Mar 2025 (Wed) | ||||||
24 Mar 2025 (Mon) | ||||||
26 Mar 2025 (Wed) | ||||||
31 Mar 2025 (Mon) | ||||||
7 Apr 2025 (Mon) | ||||||
Banking Law and Practice4 |
HPCCB02P24061 Face-to-face Training |
4 Jun 2024 (Tue) |
19:00 - 22:00 |
Cantonese |
CLOSED | |
7 Jun 2024 (Fri) | ||||||
11 Jun 2024 (Tue) | ||||||
14 Jun 2024 (Fri) | ||||||
17 Jun 2024 (Mon) | ||||||
18 Jun 2024 (Tue) | ||||||
25 Jun 2024 (Tue) | ||||||
28 Jun 2024 (Fri) | ||||||
2 Jul 2024 (Tue) | ||||||
5 Jul 2024 (Fri) | ||||||
TBC | Q2 - Q3 2025 | Cantonese | TBC | 10,800 | ||
Bank Asset and |
HPCCB03P24071 Face-to-face Training |
10 Jul 2024 (Wed) | 19:00 - 22:00 |
Cantonese |
CLOSED | |
12 Jul 2024 (Fri) | ||||||
17 Jul 2024 (Wed) | ||||||
19 Jul 2024 (Fri) | ||||||
24 Jul 2024 (Wed) | ||||||
26 Jul 2024 (Fri) | ||||||
31 Jul 2024 (Wed) | ||||||
2 Aug 2024 (Fri) | ||||||
7 Aug 2024 (Wed) | ||||||
9 Aug 2024 (Fri) | ||||||
(NEW!!!) Face-to-face Training |
15 Apr 2025 (Tue) |
19:00 - 22:00 |
Cantonese |
31 Mar 2025 (Mon) |
10,800 |
|
22 Apr 2025 (Tue) | ||||||
25 Apr 2025 (Fri) | ||||||
29 Apr 2025 (Tue) | ||||||
6 May 2025 (Tue) | ||||||
9 May 2025 (Fri) | ||||||
13 May 2025 (Tue) | ||||||
16 May 2025 (Fri) | ||||||
20 May 2025 (Tue) | ||||||
23 May 2025 (Fri) | ||||||
Treasury Markets and Operations4 |
HPCCB04P24081 Face-to-face Training |
27 Aug 2024 (Tue) | 19:00 - 22:00 |
Cantonese |
CLOSED | |
30 Aug 2024 (Fri) | ||||||
3 Sep 2024 (Tue) | ||||||
6 Sep 2024 (Fri) | ||||||
10 Sep 2024 (Tue) | ||||||
13 Sep 2024 (Fri) | ||||||
17 Sep 2024 (Tue) | ||||||
20 Sep 2024 (Fri) | ||||||
23 Sep 2024 (Mon) | ||||||
25 Sep 2024 (Wed) | ||||||
TBC | Q3 2025 | Cantonese | TBC | 10,800 | ||
GBA Banking Compliance and Cross-boundary Wealth Management4 |
HPCCB05P24061 Face-to-face Training |
26 Jun 2024 (Wed) | 19:00 - 22:00 |
Cantonese |
CLOSED | |
3 Jul 2024 (Wed) | ||||||
4 Jul 2024 (Thu) | ||||||
8 Jul 2024 (Mon) | ||||||
10 Jul 2024 (Wed) | ||||||
30 Jul 2024 (Tue) | ||||||
1 Aug 2024 (Thu) | ||||||
2 Aug 2024 (Fri) | ||||||
3 Aug 2024 (Sat) | 10:00 - 13:00 | |||||
3 Aug 2024 (Sat) | 14:00 - 17:00 | |||||
TBC | Q2 - Q3 2025 | Cantonese | TBC | 10,800 | ||
Cross-boundary Banking Strategy and Management4 |
HPCCB06P24091 Face-to-face Training |
4 Sep 2024 (Wed) | 19:00 - 22:00 |
Cantonese |
21 Aug 2024 (Wed) |
10,200 |
9 Sep 2024 (Mon) | ||||||
11 Sep 2024 (Wed) | ||||||
16 Sep 2024 (Mon) | ||||||
23 Sep 2024 (Mon) | ||||||
7 Oct 2024 (Mon) | ||||||
9 Oct 2024 (Wed) | ||||||
21 Oct 2024 (Mon) | ||||||
23 Oct 2024 (Wed) | ||||||
28 Oct 2024 (Mon) | ||||||
(NEW!!!) Face-to-face Training |
18 Mar 2025 (Tue) | 19:00 - 22:00 |
Cantonese |
4 Mar 2025 (Tue) |
10,800 |
|
20 Mar 2025 (Thu) | ||||||
25 Mar 2025 (Tue) | ||||||
27 Mar 2025 (Thu) | ||||||
31 Mar 2025 (Mon) | ||||||
3 Apr 2025 (Thu) | ||||||
7 Apr 2025 (Mon) | ||||||
10 Apr 2025 (Thu) | ||||||
14 Apr 2025 (Mon) | ||||||
17 Apr 2025 (Thu) | ||||||
Strategic Management and Leadership |
7,000 |
|||||
Part A: Self-paced Learning |
HPCCB07P24SPL |
N/A | N/A | English | N/A | |
*Part B (ii): Sharing Session by local top bankers Face-to-face Sharing |
27 Sep 2024 (Fri) | 9:00 - 10:30 | English | N/A | ||
5 Dec 2024 (Thu) | 15:30 - 17:00 | Chinese / English | 21 Nov 2024 (Thu) | |||
20 Mar 2025 (Thu) | 15:30 - 17:00 | 5 Mar 2025 (Wed) | ||||
19 Jun 2025 (Thu) | 15:30 - 17:00 | 4 Jun 2025 (Wed) | ||||
Sep 2025 | To be confirmed | N/A |
*Please select 2 from above sharing sessions to acquire a total of 3 hours for completion.
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 Deadline5 |
Fee (HKD)6 |
Operational Risk Management |
EXAM-2022-10303F |
5 Nov 2024 (Tue) |
19:00 – 22:00 |
5 Oct 2024 (Sat) |
1,400 |
(NEW!!!) EXAM-2025-0011 |
27 May 2025 (Tue) | 19:00 – 22:00 | 27 Apr 2025 (Sun) | 1,500 | |
Banking Law and Practice |
EXAM-2022-10299R | 12 Sep 2024 (Thu) | 19:00 – 22:00 | CLOSED | |
Bank Asset and Liability Management |
EXAM-2022-10301F |
3 Oct 2024 (Thu) |
19:00 – 22:00 | CLOSED | |
(NEW!!!) EXAM-2025-0023 |
7 Jul 2025 (Mon) | 19:00 – 22:00 | 7 Jun 2025 (Sat) | 1,500 | |
Treasury Markets and Operations |
EXAM-2022-10306R |
28 Nov 2024 (Thu) |
19:00 – 22:00 | CLOSED | |
GBA Banking Compliance and Cross-boundary Wealth Management |
(Updated) |
5 Nov 2024 (Tue) |
19:00 – 22:00 |
5 Oct 2024 (Sat) |
1,400 |
(NEW!!!) EXAM-2025-0009 |
8 May 2025 (Thu) | 19:00 – 22:00 | 8 Apr 2025 (Tue) | 1,500 | |
Cross-boundary Banking Strategy and Management |
EXAM-2022-10422 |
12 Dec 2024 (Thu) |
19:00 – 22:00 |
12 Nov 2024 (Tue) |
1,400 |
Final Assessment: Case-based assessment and oral presentation |
(NEW!!!) |
Part A: Individual Written Report - Receive exam case(s) and instruction - 17 Jan 2025 (Fri) - Submission - 28 Feb 2025 (Fri) |
10 Jan 2025 (Fri) |
3,000 |
|
Part B: On-site Oral Presentation - 28 Feb 2025 (Fri) 19:00 - 22:00 Candidate is required to complete Part A before attending Part B |
|||||
(NEW!!!) EXAM-2025-0191 |
Part A: Individual Written Report - Receive exam case(s) and instruction - 11 Apr 2025 (Fri) - Submission - 23 May 2025 (Fri) |
4 Apr 2025 (Fri) | 3,000 | ||
Part B: On-site Oral Presentation - 23 May 2025 (Fri) 19:00 - 22:00 Candidate is required to complete Part A before attending Part B |
|||||
(NEW!!!) EXAM-2025-0192 |
Part A: Individual Written Report - Receive exam case(s) and instruction - 18 Jul 2025 (Fri) - Submission - 29 Aug 2025 (Fri) |
11 Jul 2025 (Fri) | 3,000 | ||
Part B: On-site Oral Presentation - 29 Aug 2025 (Fri) 19:00 - 22:00 Candidate is required to complete Part A before attending Part B |
|||||
(NEW!!!) EXAM-2025-0193 |
Part A: Individual Written Report - Receive exam case(s) and instruction - 17 Oct 2025 (Fri) - Submission - 28 Nov 2025 (Fri) |
10 Oct 2025 (Fri) | 3,000 | ||
Part B: On-site Oral Presentation - 28 Nov 2025 (Fri) 19:00 - 22:00 Candidate is required to complete Part A before attending Part B |
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. |
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 | 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. |
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: 3 October 2024
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 |
GBA and Cross-boundary Management | |
GBA Banking Compliance and Cross-boundary Wealth Management | 30 |
Cross-boundary Banking Strategy and Management | 30 |
Fintech Management | |
ECF - Fintech (Professional Level)2 | 30 |
Strategic Management and Leadership | |
Strategic Management and Leadership | 15 |
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.
Remark 2: For exemption only. Holders of the Professional Level Training Certificate for ECF - Fintech or respective grandfathered certificate are eligible to apply for ECF - Fintech (Professional Level) module exemption. Please refer to "ECF-Fintech" for details.
Examination | Format | Weighting | Passing Mark | Duration (hours) |
Core | ||||
Future Banking and ESG^ | Multiple Choice Questions | N/A | 70 | 1.5 |
Professional Ethics and Compliance^# | Multiple Choice Questions | N/A | 70 | 1.5 |
Strategic Management and Leadership♢** | N/A | N/A | N/A | N/A |
^ For new CB Stage learner / Non - CB (Stage I) or CB (Stage II) holder
♢ For new CB Stage learner
# No exemption is allowed
Examination | Format | Passing Mark | Duration (hours) |
Credit Management | |||
ECF- CRM (Professional Level) - Commercial Lending3 | N/A | N/A | N/A |
ECF - CRM (Professional Level) - Credit Portfolio Management3 | 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 |
GBA and Cross-boundary Management | |||
GBA Banking Compliance and Cross-boundary Wealth Management | Essay Questions | 50 | 3 |
Cross-boundary Banking Strategy and Management | Essay Questions | 50 | 3 |
Fintech Management | |||
ECF - Fintech (Professional Level)4 | N/A | N/A | N/A |
Remark 3: Please refer to "ECF-CRM" for details.
Remark 4: Please refer to "ECF-Fintech" for details.
Remark: Candidates are required to attain a pass in the written examination of the relevant modules as well as the Final assessment: Case-based assessment and oral presentation.
Examination | Weighting | Passing Mark | Time allowed |
Part A Take-home Assignment |
70% | 50 | 6 weeks |
Part B Oral Presentation |
30% | 50 | 0.5 hour |
Passing Criteria
In order to pass the examination, candidates must meet the following requirements:
For more details, please refer to Guideline of Case-based assessment
**Elements of "Strategic Management and Leadership" will be integrated into Final Case Assessment of Certified Banker Stage.
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