About the survey

FINSIA is a member of the newly-launched Global Banking Education Standards Board (GBEStB). The GBEStB is comprised of 20 banking institutes globally that are working to develop internationally-agreed standards of education for banking professionals. 

As the GBEStB commences its work, FINSIA is surveying its members to gauge levels of support for global education standards, and obtain feedback on what areas global education standards should cover. 

This survey should take five to 10 minutes to complete. 

Thank you for sharing your views on this initiative. We greatly value your feedback. 

Kind regards,
Chris Whitehead F Fin
CEO and Managing Director

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* 1. What is your FINSIA membership level?

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* 2. Role

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* 3. Organisation

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* 4. Category of organisation. Please click the most applicable:

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* 5. What is your highest level of educational attainment?

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* 6. In what discipline was your highest qualification?

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* 7. When you started your first role in banking and finance, did you feel that your previous education gave you the skills and knowledge you needed to perform in your role effectively?

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* 8. From your perspective, what are the key drivers for increased professionalism in banking? Please select the TWO most important drivers, in your view:

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* 9. In your view, are there others key drivers for professionalism? Please add these below:

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* 10. Do you think that global education standards would improve levels of consumer trust in bankers?

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* 11. Do you feel a sense of pride in your role as a banking and finance professional?

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* 12. In agreeing on global education standards, which group should be prioritised?

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* 13. If option (ii) above, which group(s) of bankers would you prioritise for the development of global banking education standard(s)?

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* 14. If detailed banking education standards were to be developed for specific areas within banking, which areas (if any) would you prioritise, and at which levels?

Please choose no more than 5 boxes representing a combination of the areas/levels below, and rank on a scale of 1-5 where 1= most important and 5= least important.

  ALL Entry Specialist Mid Senior
General introduction to/overview of banking (e.g. purpose, structure, types of banks and banking, banking products and services)
Regulatory Compliance (e.g. AML, KYC, BASEL)
Professional values, attitudes and behaviours
Bank governance
Interpersonal and Communication Skills
Relationship Management
HR Skills (e.g. team building, group dynamics)
Management and Leadership Skills (e.g. problem solving, managing resources, decision-making)
Knowledge of internal procedures, (e.g. accounting, regulation, compliance)
Risk Management
Credit and Lending
Foreign Exchange
Investment
New Product Development
IT (including data analytics)

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* 15. Any other views/comments? Please add these below:

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