Module Exemption Application Form for Certified Banker (CB)

1BEFORE START

2PERSONAL PARTICULARS

3QUALIFICATION

4EMPLOYMENT INFORMATION

5APPLICATION

6PAYMENT

7TERMS AND CONDITION

8CONFIRM AND SUBMIT

Thank you for applying for Module Exemption for Certified Banker (CB). Please read the Certified Banker (CB)-Important Notes for Exemption Application and prepare the following documents before filling in the application form.

Document Checklist:

Copy of your HKID / Passport.
Copies of your certificate(s) and official transcripts.
Enclosed a MAPPING TABLE between syllabus of qualification(s) obtained and syllabus of HKIB’s module(s) if applicable. Sample is HERE.
Enclosed course outlines, syllabus, samples of assessments, etc. of qualifications/courses.
Enclosed grandfathering confirmation letter (if any) and the form – Recognising Prior Learning Assessment Criteria for ECF on AML/CFT or CRM.
Credit Card .

Agree and Confirm *

I have read and understand that I am ready to proceed with the application.

Current Membership No. ( If applicable )

Salutation *

Surname *

e.g. CHAN (as shown on identity document)

Given Name *

e.g. Tai Man (as shown on identity document)

Preferred Name

e.g. John, Peter, Mary

Name in Chinese

(as shown on identity document)

HKID / Passport No. *

Please enter A1234567 if HKID is A123456(7)

Mobile No. *

Office No.

Primary Email *

University / Tertiary Institution *

Please state your highest RELEVANT academic qualification only.

Qualification Awarded *

Others – Please indicate

Qualification Obtained

e.g. Bachelor of Arts (Hons) in Accounting

Awarded / Graduation Year *

e.g. 2012

Name of Current Employer *

Job Title *

Department *

Office Address *

Address Line 1

Address Line 2

City

State / Province / Region

Module Exemption

Applicants with appropriate qualification(s) may apply module(s) exemption with exemption ceiling as required.

Advanced Diploma for Certified Banker: 75% (with non-HKIB programmes no more than 50%) of total credits.
Professional Diploma for Certified Banker: 50% of total credits.
2 Modules of the Postgraduate Diploma in Credit Management for Certified Banker. The candidate needs to pass the Integrated Case Study Examination to complete Postgraduate Diploma for Certified Banker.

I would like to apply Exemption Below: *

The core module of Advanced Diploma for Certified Banker: “Professional ethics and compliance” cannot be exempted.
The elective module of Advanced Diploma for Certified Banker: “Fundamentals of Treasury Markets” can be exempted by using the Professional Certificate in Treasury Markets (i.e. ECF on Treasury Management (Core Level)) offered by LiPACE of OUHK.
The elective module of Advanced Diploma for Certified Banker: “Qualification Certificate of Banking Professional (QCBP)” can be exempted by using QCBP offered by China Banking Association (CBA).
The elective module of Advanced Diploma for Certified Banker: “ECF on AML/CFT (Core)” can be exempted by using the Advanced Certificate for ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/ CFT) or the respective grandfathered status.
The elective module of Advanced Diploma for Certified Banker: “ECF on Cybersecurity (Core)” can be exempted by using the Advanced Certificate for ECF on Cybersecurity
The elective module of Advanced Diploma for Certified Banker: “ECF on ORM (Core)” can be exempted by using the Advanced Certificate for ECF on Operational Risk Management or the respective grandfathered status.

The elective module of Professional Diploma for Certified Banker: “ECF on RWM (Professional)” can be exempted by using the Professional Certificate for ECF on Retail Wealth Management (RWM) or the respective grandfathered status.
The elective module of Professional Diploma for Certified Banker: “ECF on AML/CFT (Professional)” can be exempted by using the Professional Certificate for ECF on Anti-Money Laundering and Counter-Financing of Terrorism (AML/ CFT) or the respective grandfathered status.
The elective module of Professional Diploma for Certified Banker: “ECF on Credit Risk Management (Core)” can be exempted by using the Professional Certificate for ECF on Credit Risk Management (CRM) or the respective grandfathered status.
The elective module of Professional Diploma for Certified Banker: “ECF on ORM (Professional)” can be exempted by using the Professional Certificate for ECF on Operational Risk Management or the respective grandfathered status.

For modules in Postgraduate Diploma (Stream) in Treasury Management and Operations Management for Certified Banker, it cannot be exempted.
The core module of Postgraduate Diploma for Certified Banker: “Commercial Lending for ECF on Credit Risk Management (Professional)” can be exempted by using the Postgraduate Certificate in Commercial Lending for ECF on Credit Risk Management or the respective grandfathered certificate after passing the written assessment developed by the HKIB. For further details, please contact HKIB.
The core module of Postgraduate Diploma for Certified Banker: “Credit Portfolio Management for ECF on Credit Risk Management (Professional)” can be exempted by using the Postgraduate Certificate in Credit Portfolio Management for ECF on Credit Risk Management or the respective grandfathered certificate after passing the written assessment developed by the HKIB. For further details, please contact HKIB.

Requested Exemption Modules of Certified Banker Stage I *

Core: Fundamentals of banking / Future Banking and ESG (Credit: 10) – $ 880.00
Elective: Fundamentals of accounting (Credit: 10) – $ 880.00
Elective: Introduction to banking law (Credit: 10) – $ 880.00
Elective: Introduction to people management skills (Credit: 10) – $ 880.00
Elective: Risk management (Credit: 10) – $ 880.00
Elective: Fundamentals of Treasury Markets (Credit: 10) – $ 880.00
Elective: Qualification Certificate of Banking Professional (QCBP) (Credit: 10) – $ 880.00
Elective: ECF on AML/CFT (Core) (Credit: 20) – $ 0.00
Elective: ECF on Cybersecurity (Core) (Credit: 20) – $ 0.00
Elective: ECF on ORM (Core) (Credit: 20) – $ 0.00

*Allow Multiple Selection

Application Fee (CB I)

Requested Exemption Modules of Certified Banker Stage II *

Elective: Business and People Management (Credit: 30) – $ 880.00
Elective: Corporate Finance Services (Credit: 30) – $ 880.00
Elective: Finance of International Trade (Credit: 30) – $ 880.00
Elective: Technology Management and Innovation in Banking (Credit: 30) – $ 880.00
Elective: ECF on RWM (Professional) (Credit: 30) – $ 0.00
Elective: ECF on AML/CFT (Professional) (Credit: 30) – $ 0.00
Elective: ECF on Credit Risk Management (Core) (Credit: 30) – $ 0.00
Elective: ECF on Operational Risk Management (Professional) (Credit: 30) – $ 0.00

*Allow Multiple Selection

Application Fee (CB II)

Requested Exemption Modules of Certified Banker *

Core : Commercial Lending for ECF on Credit Risk Management (Professional) (Credit: 30) – $ 0.00
Core : Credit Portfolio Management for ECF on Credit Risk Management (Professional) (Credit: 30) – $ 0.00

*Allow Multiple Selection

Files Upload:

Click or drag files to this area to upload. You can upload up to 10 files.

Please upload your documents here (e.g. Certified true copies of all relevant documentary evidence for your qualifications (i.e. certificates, official transcripts, etc.);copy of your ID/Passport ; MAPPING TABLE; course outlines, syllabus, samples of assessments, etc). Total file size: 10MB

Total

$ 0.00

Application Fee is non-refundable. Exemption fee will not be charged if the application is unsuccessful, All fee will be waived for ECF exemption.

I would like to pay by: *

Card Type *

Card Number *

Format : 4321 1234 5678 0000. All card numbers are encrypted with AES-256.

Expiry Date *

Format ( mm/yy )

Name of Cardholder *

Total Fee Paid

$ 0.00

Application Fee is non-refundable. Exemption fee will not be charged if the application is unsuccessful,

Read and agreed with the Privacy Policy Statement *

I have read and agreed with the Privacy Policy Statement.

IMPORTANT NOTES FOR APPLICATION *

I have read and agreed with the CB Exemption Application Form – Notes for Exemption .

Agree Acknowledgement and Declaration *

I have read and agreed with the Acknowledgement and Declaration .

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Please verify your information if it is accurate. You may go back to make changes if any amendment is required. You may save this page for record purpose.

Please enter your FULL NAME to confirm the application *