

CHARTERED BANKER BY EXPERIENCE
DESIGNED FOR EXPERIENCED BANKING PROFESSIONALS WHO WISH TO GAIN CHARTERED BANKER STATUS IN AS LITTLE AS 12 WEEKS.
Chartered Banker by Experience is intended for individuals who have at least 10 years of business experience, including 5 years of relevant banking and financial services experience. The qualification is intended for individuals who want recognition for their expertise, experience and contribution to banking, and seek an accelerated, flexible yet rigorous route to Chartered Banker status.


Becoming a Chartered Banker
Successfully completing the Chartered Banker by Experience qualification means becoming a Chartered Banker, joining the rapidly growing global Chartered Banker Institute of more than 30,000 members, and being eligible to use the Chartered Banker designation for as long as an individual continues to meet the Institute’s ongoing requirements. In brief, these are to:
- Make an annual commitment to follow the Chartered Banker Code of Professional Conduct;
- Complete and record a minimum of 35 hours of continuing professional development (CPD) each year
- Remain a member of the Institute in good standing.


Why Chartered Banker?
- Globally recognised, the Institute is the only professional body in the world able to confer Chartered Banker status upon individuals
- 82% of students would recommend the completion of a Chartered Banker qualification to others
- Our Code of Professional Conduct is adhered to by 200,000 bankers globally
- 80% of learners said learning enabled them to improve their job performance
- Our professional standards provide a global benchmark for firms and professional bodies internationally
- A not-for-profit charity with a core purpose of raising the standards of professionalism of bankers in the UK and Internationally


Qualification Overview
Chartered Banker by Experience is the flexible, accelerated yet rigorous route to Chartered Banker status, designed for experienced banking professionals. Following pre-entry screening to ensure the suitability of candidates, there are three steps to complete to become a Chartered Banker.
- Step 1: Critical Self-Evaluation, where candidates reflect on their experience, expertise and professional practice
- Step 2: Professional Ethics assignment
- Step 3: Presentation and Professional Discussion
On average, candidates are expected to complete the qualification in approximately 12 weeks. Enhanced, accelerated routes are offered for holders of the CB:PSB’s Advanced Standard for Professional Bankers.
Eligibility
Candidates must have at least 10 years of business experience, including 5 years of relevant banking and financial services experience.
- Pre-screening: to ensure candidate suitability for the Chartered Banker by Experience qualification, candidates must check their experience against our detailed requirements
- Advanced Standard for Professional Bankers: candidates holding the CB:PSB’s Advanced Standard for Professional Bankers are eligible for an enhanced, accelerated route, requiring them to complete steps 2 and 3 only
- To check your eligibility prior to submitting a formal application, please email a copy of your CV to cab@candw.lc
Resources
Candidates registering for Chartered Banker by Experience will receive:
- Individual support from their designated assessor
- Advice and guidance on completing their Critical Self-Evaluation
- Access to the Institute’s comprehensive range of online communities and materials to help and support them during their studies
- A copy of the Institute’s Professionalism & Ethics study guide to help them complete the Professional Ethics assignment
- To check your eligibility prior to submitting a formal application, please email a copy of your CV to cab@candw.lc