Professional Banker Diploma

Overview

The Professional Banker Diploma builds on the Professional Banker Certificate 2019 and opens up a range of wider banking disciplines for further study. The Professional Banker Diploma is suitable for individuals who have completed the Professional Banker Certificate 2019 and have some banking experience.  It is an alternative to direct entry into our Associate Chartered Banker-level qualifications for those who wish to study a further two modules and gain a diploma. The qualification offers a range of subjects which allow learners to follow specific interests to match their career aspirations and tailor their knowledge requirements.

Learners who complete the Professional Banker Diploma become eligible to use the professional designation ‘Certificated Professional Banker’. As Certificated members of the Institute they are also eligible to use the membership designation ‘CCBI’.  For those wishing to continue their professional studies with the Institute to gain chartered status, the next steps are to continue to the award of our Associate Chartered Banker designation through the study of one further Associate Chartered Banker-level qualification, and ultimately onto our Chartered Banker-level qualifications and Chartered Banker designation.  

Note: The Professional Banker Diploma is comprised of the Professional Banker Certificate 2019 (or an earlier version of the Professional Banker Certificate) and two Professional Banker Diploma modules.  The Professional Banker Certificate 2023 does not contribute to the Professional Banker Diploma. 

The Professional Banker Diploma remains available for learners who previously completed or are currently registered for the Professional Banker Certificate 2019 (or earlier version). 

The following modules have been withdrawn.  Students who currently hold,  or are currently studying for one of these 6 qualifications, may continue to use the qualification towards the award of the Professional Banker Diploma.

  • Banking Operations
  • Introduction to Business Banking
  • Introduction to Credit
  • Introduction to Risk
  • Principles and Practice of Credit Unions
  • Team Leadership in Financial Services

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Key facts
  • Modules are assessed by a two-hour online exam comprising 100 multiple choice questions, with a minimum pass mark of 60%. For the Green and Sustainable Finance and Climate Risk modules, they will be assessed by a 90-minute online exam, comprising 75 multiple choice questions.
  • Examinations can be taken at any one of our examination centres worldwide. Results will be available immediately.
  • Each module requires approximately 100 hours of learning (130 for Green Finance).
  • For each module, the registration is valid for 12 months. Learners are expected to sit and pass the examination within this time.
  • From 19 April 2023, members will now receive a digital certificate for this qualification via email usually within 5 days of successfully being awarded the qualification. To find out more about the new digital certificates, click here. 

 

 

 

Modules

To achieve the Professional Banker Diploma you must complete the Professional Banker Certificate and two further modules.  You do not necessarily have to complete the Certificate first, although we would recommend doing so, as it acts as an effective introduction to the course content.

Please note that the enrolment period for each module is 12 months. We therefore recommend learners do not apply for all their modules at once and consider studying for one or two modules only, during a 12-month period.

Download the module specification for further information: 

Compulsory module:

  • Professional Banker Certificate

Optional modules: 

 

Note: To achieve the Professional Banker Diploma, you must complete the 2019 or earlier version of the Professional Banker Certificate and two further modules.   

 

Am I Eligible?

Yes, if:

  • you have successfully completed the Professional Banker Certificate (PBC) and wish to further your studies.

and/or

  • you already have some banking experience. For example, you may have credit through an Institute accredited bank programme or have studied with another professional body.


If you are interested in studying towards the Professional Banker Diploma (PBD) you should also discuss with your line manager or learning & development contact to see whether training you have already completed may provide credit into the PBD programme. You should also discuss whether you might be eligible for funding by your employer.

Resources

Currently offered qualifications towards Professional Banker Diploma are delivered online via the Institute’s Learning Management System, which enables learners to access the learning materials anywhere, anytime. Resources include;  

  • Interactive e-learning units; 

  • Case studies and online resources, including videos; 

  • Recommended further reading; 

  • Online knowledge checks with feedback on responses to enhance learning; 

  • Mock exam 

Case studies

I have found customers are more comfortable when they see that they are being looked after by someone who has taken the time to undertake professional examinations. “On a personal level, it has raised my profile within the bank and I have received recognition from senior management for the achievements I have made while undertaking the exams.

Stacey Dunseith, Local Support Manager, TSB