The Professional Banking Fundamentals is considered the minimum qualification for all people working in banking. It is the initial entry point into the Chartered Banker pathway.
On successful completion of this module, students will be able to:
- Explain the purpose, influences and functions of banking in Australia;
- Understand how key regulatory and legal requirements influence the way in which banks operate;
- Describe how banking products and services can meet customer needs;
- Understand the key principles of credit and consumer lending and how these are used to provide appropriate outcomes for the customers and the bank;
- Describe the role of risk and risk management in banking;
- Explain the importance of high standards of ethical conduct in banking and the practicalities of applying those standards.
Internationally recognised
Internationally recognised professional qualification that is an alternative entry to the Chartered Banker Pathway
Online flexibility
All modules delivered online which means you can start anytime and complete it at your own pace in your own time.
Chartered Banker Institute (UK) accredited
The only body in the world able to confer Chartered Banker status.
Made for Australia
Developed for Australian Market by FINSIA in close consultation with senior industry practitioners
What’s Included
Affiliate Membership
A 12-month Affiliate membership for new members, plus the ability to upgrade.
e-Learning Material
Embedded e-Learning on selected modules to reinforce key learning objectives
Digital textbook
A comprehensive digital textbook providing core learning materials and case studies to help you build your capability
Assessment fees
Assessment fees are included in the price of the qualification.
The learning experience is
Online Learning
Start anytime from any location at your own pace.
Interactive
Stimulating interactive learning experience with a hands-on approach.
Engaging
Access an extensive suite of engaging learning materials.
Industry Led
Developed for the Australian market in consultation with senior industry practitioners.
What do I get when I finish the course?
Graduating from the Professional Banking Fundamentals qualification entitles you to the G FIN post nominal, demonstrating your commitment to the industry.
To retain post nominals students need to remain FINSIA member and to complete 14 hours CPD per year, 10 of which is structured, 4 unstructured and a minimum of 1 hour in ethics and integrity (as part of the structured learning).
PBF is the gateway to a comprehensive range of qualifications and membership packages ideal for those of you ambitious to work in banking and financial services.
Kate McCallum F Fin
It’s exciting to work with the team at FINSIA that has a real focus on developing new ways of building capability and professionalism within the banking sector. Having a passion to think differently and to focus on what developing people will mean in terms of better customer experience will help restore trust and pride in the sector. That’s why I see such value in the collaboration between FINSIA and the Chartered Banker Institute to develop a suite of qualifications that fit the aspirations of people strategies and also work to build up credits towards Chartered Banker status.
Grant Cairns
In terms of mindset, I think the Chartered Banker is excellent in that it hones your focus on your accountabilities as a banker particularly with respect to customer outcomes, understanding your compliance and regulatory obligations and having ethical frameworks to apply sound judgement.
As Chartered Bankers, I think we are well placed to role model professional standards in the industry amongst those we lead and work with.
Victoria Weekes
FINSIA, its members and staff, have a fabulous history of being leading advocates, thought leaders and drivers of professional standards.
At a time when the financial services industry is facing unprecedented change, with heightened community expectations, a challenging competitive environment and regulatory landscape, building professionalism across our industry and supporting our members to be the best they can is critical.