“CERTIFIED”
CERTIfication & Accreditation System
for FInancial Services Sector
EDucation and Training
PARTNER MEETING
Frankfurt, 14th February 2007
- 1st Session -
PARTNERSHIP
CERTIFIED Partners:
1. Friedrich-Alexander Universitaet Erlangen –Nuernberg
(Germany)
2. EKEPIS (Greece)
3. Hellenic Bank Association – HBA (Greece)
4. EBTN (Luxembourg)
5. SCIENTER (Italy)
6. FABI (Italy)
7. Warsaw Institute of Bankers – WIB (Poland)
8. Financial Institute of Bankers – IFB (Portugal)
9. The Charted Institute of Bankers in Scotland – CIOBS (UK)
NATIONAL REFERENCE CENTRES (NRC)
EBTN CERTIFIED NRC:
1.
2.
3.
4.
5.
DENMARK: The Danish Bankers Association (t. b. c.)*
HUNGARY: International Training Centre for Bankers
ITALY: ABIFormazione
ROMANIA: Romanian Banking Institute
SLOVAKIA: National Bank of Slovakia - Institute of Banking
Education
6. SLOVENIA: The Bank Association of Slovenia
7. SPAIN: Private Foundation Institute of Financial Studies
8. NETHERLANDS: NIBE-SVV
*To be confirmed
EXTENDED PARTNERSHIP
EBTN CERTIFIED
Relay Points
N. 7
EBTN PARTNERS
CERTIFIED Relay Points
N.8
Relay Points (RP)
1.
2.
3.
4.
BELGIUM: Febelfin Academy
BULGARIA: International Banking Institute
FRANCE: Centre Formation Professione Bancaire
GERMANY: Frankfurt School of Finance&Management
Bankakademie HfB
5. IRELAND: The Institute of Bankers in Ireland
6. LUXEMBURG: The Luxemburg Institute for Training in
Banking
7. TURKEY: The Banks Association of Turkey (t. b. c.)*
*To be confirmed
PARTNERS Relay Points (PRP)
1.
2.
3.
4.
5.
6.
7.
8.
CZECH REPUBLIC: The College of Banking (CIOBS)
UKRAINE: The National Center for Training of Bank
Personnel (CIOBS)
BULGARIA: Sofia University (HBA)
LUXEMBURG: ATTF (HBA)
CYPRUS: IFB (IFB)
SPAIN: AEB (IFB)
POLAND: GAB (WIB)
POLAND: International School of Banking and Finance
(WIB)
ROLE OF NRC – RP - PRP
Activities related to surveys and testing at local level which will
consist on Studies at National level on:
1. Banking and Financial System (synthesis)
2. Education and Training in the B.F.S.S. (based on a questionnaire)
3. Accreditation and Certification Systems
AGREEMENT WITH EFPA
(Frankfurt, 19th January 2007)
THE PARTIES AGREE
•
That the CERTIFIED Project will develop a general framework of
competences in the Financial Services Sector in consultation with
Project €FA
•
That both projects will recognise, valorise and whenever possible
integrate the work done by the other during the life of the project
•
That the piloting activities of both projects will remain mutually exclusive
•
That periodic coordination through the two Contractors, the two
Coordinators and a common partner will meet as needed to explore
possible synergies in the interest of both Projects
•
This Memorandum acts as a temporary “bridge” contemplating an
expanded Memorandum of Agreement
CERTIFIED
FSS Context Review and Analysis
Two Surveys
I SURVEY
Identification of
Professional Roles &
Business Area
By now sent to
CERTIFIED PARTNERS
and EBTN MEMBERS
II SURVEY
Identification of existing system
for competences certification
and accreditation of training
providers and training
programmes/courses
By now sent to
CERTIFIED PARTNERS
STAKEHOLDERS INVOLVED IN THE FIRST SURVEY
(Identification of Professional Roles & Business Area)
• Banks
• External Training Providers
(University, Consulting Firms)
IDENTIFICATION
of Topics and
Areas
CERTIFICATIONS
• Institute of Bankers
PRIORITIES
TRAINING NEEDS DETECTED BY:
RESULTS
Surveys on Professional Roles & Business Area
BEST RANKED AMONG
THE TRAINING NEEDS
5 . Customer Relationship Manager
CUSTOMER RELATIONSHIP MANAGEMENT
CRM is a business model that has, as
its principal goal, the:
IDENTIFICATION,
ANTICIPATION AND
UNDERSTANDING
of the needs of potential and current
customers, to increase retention, growth
and profitability.
CRM – MAIN COMPETENCES
1. Data & Information Management
2. Needs Analysis
3. Customer Solutions
4. Relationship Management
5. Customer Satisfaction
6. Selling & Sales Mgt
Thanks for your kind attention
“CERTIFIED”
CERTIfication & Accreditation System
for FInancial Services Sector
EDucation and Training
PARTNER MEETING
Frankfurt, 14th February 2007
- 3rd Session -
PLANNING
What shall we have in month 9?
(June 2007 – next coordination meeting)
Survey 1: Relevant
business areas
Selection of the business
area(s) to address with
CERTIFIED
Survey 2: Key features of
existing certification and
accreditation systems
timeline
Identification of the key
features to be taken into
account/integrated into
CERTIFIED:
Competences certification
Accreditation of training /
learning providers
Accreditation of training /
learning paths/courses
Accreditation of training /
learning resources (?)
TODAY
Validation by
CERTIFIED
partners and
EBTN
members
REVI
EW
&
INTE
GRA
TIO
N
The CERTIFIED
competence-based
model for
certification and
accreditation
Ready to start the
first piloting in
June
NEXT FRIDAY
END OF JUNE
PARTNERS MEETINGS
1) Kick off meeting (Athens, 2-3 November 2006)
2) Coordination meeting (Bucharest, 27-2 June 2007) ?
SEMINARS AND WORKSHOPS
1) Validation Workshop (Frankfurt)
2) Local Seminars (Month 6), in each partner Country
3) Integration Workshop (Month 8), Lisbon
4) Consolidation Workshop (Month 19), Luxembourg
ROLE OF EBTN ACCREDITATION AND
CERTIFICATION COMMITTEE
General Meeting
COUNCIL
OF
EXPERT
BOARD OF DIRECTORS
ACCREDITATION
CERTIFICATION
COMMITTEE (5 Experts)
Tech A.C.
2 Experts
EFCB
FR
EXECUTIVE
COMMITTEE
WORKING
COMMITTEE
Tech A. C.
2 Experts
……..
Tech A.C.
2 Experts
CRM
IT
EBTN Secretariat
PRESIDENT
UK
Compliance
Surveys &
Studies
Conferences &
Workshop
….
PREPARATION OF THE WORKSHOP
(16th February 2007)
AGENDA
1.
2.
3.
4.
Presentation of the Project (EBTN)
Project methodological approach (SCIENTER)
Project state of the art
Debate
Thanks for your kind attention