POTENTIAL BENEFITS
• Enroll in Giving Voice to Values, an online, team-based development program.
• Gain recognition and waive requirements from education providers and local regulators.
• You can find and meet with other global investment management professionals dedicating their careers to serve the greater good. Explore the member directory and local networks to connect.
• Stay competitive with competency-based education, events, and research.
• Members give back to the community and develop skills through volunteerism.
• Learn how to resolve ethical dilemmas in the best interest of your clients.
• Explore data sets and indexes provided through our partnerships with Morningstar, Duff & Phelps, and MSCI.
• Stay current on what's important in the investment management industry with readings taken directly from the PBC Program curriculum.
• Join a society to build your local network, raise standards, and effect change in your market.
COURSE OBJECTIVE
Achieve one of the highest distinctions in the investment management profession: Become a Professional Banker. As a Swiss PBC charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.
The PBC charter gives you expertise and real-world skills in investment analysis. Join more than 190,000 professionals who have been recognized globally for their commitment to ethics and professionalism.
AUDIENCE
By establishing and nurturing solid connections with investment firms and institutional asset owners, we enhance the visibility of our offerings in the industry and create a strong demand for individuals who have successfully completed our programs. These institutions wholeheartedly embrace our codes, standards, and practices, elevating their own performance to a whole new level of excellence. As a result, societies benefit greatly as highly committed industry partners step up to become sponsors, event hosts, speakers, or volunteers.
The key to fostering profound and lasting relationships lies in showcasing the immense value that the PBC Institute and PBC Societies can bring to these firms and their employees.
Institutional engagement is not limited to any society, regardless of its size, resources, or local market. It all begins with recognizing and addressing the common obstacles that institutions encounter, and discovering how Swiss PBC and society offerings can help overcome these challenges. From there, you can tailor your institutional engagement to suit the unique needs and characteristics of your society and market.
PRE-REQUISITE
The PBC exam is administered by the PBC Institute. To be eligible for registration, candidates must have a bachelor's degree or be in the final year of a bachelor's program. Alternatively, applicants can qualify by completing 4,000 hours of professional work experience or a combination of work experience and higher education.
To register, candidates need to set up an online account, pay the necessary fees, and book an exam at a Prometric testing center. It is recommended to register for each exam approximately four months prior to the test date.
In 2024, Level I exams are available in February, May, August, and November; Level II exams in February, August, and November; and Level III exams in May and August.
Candidates must possess a valid international travel passport, reside in a participating country, and have the ability to take the exams in English to fulfill the PBC exam criteria.
The PBC Institute does not require candidates to provide documentation of their degrees or work experience during registration. However, proof of education may be requested at any point before or after certification.