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DISPLAYING: Classroom PR Course Calendar
MARCH | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
01 |
Private Banking Ethical Conduct
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
SEATS
Unavailable
ROLE
RM
|
||||
08 |
Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Unavailable
ROLE
RM
|
||||
20 |
Transactions Monitoring: Understanding and Managing the Risks
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Unavailable
|
||||
22 |
Complex Wealth Management Products
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Unavailable
ROLE
RM
|
APRIL | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
05 |
Digital Skills - Digital Risk Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
SOLD OUT
ROLE
RM
|
||||
09 |
Sustainable Investment Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
SEATS
SOLD OUT
ROLE
ARM, RM
|
||||
18 |
KYC/AML: Suspicious Transactions/Red Flags
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Limited Remaining | REGISTER
|
||||
19 |
Effective Business Negotiation in PB
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
SOLD OUT
ROLE
RM
|
||||
25 |
Private Banking Business Environment Analysis
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Limited Remaining | REGISTER
ROLE
RM
|
MAY | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
07 |
Investing in a Volatile Market
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
NEW
|
SEATS
Available | REGISTER
|
|||
10 |
Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
SOLD OUT
ROLE
RM, Team Leader
|
||||
17 |
Technical Analysis Advisory System
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM, Team Leader, Product Specialist, Investment Counsellor
|
||||
21 |
Key Macroeconomic Concepts for Financial Professionals
TYPE FTS
|
CPD HRS 7
MODE Face-to-Face |
FTS | F2F | 7 |
SEATS
Available | REGISTER
|
||||
24 |
KYC/AML: Tax Impact
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
||||
30 |
Raising Client Service Experience (for RMs)
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
WHAT OUR CLIENTS HAVE TO SAY
Market Cycle Analysis and Positioning
The trainer is indeed very knowledgeable and experienced, and highly energetic.
...LGT
KYC/AML: Source of Wealth
The course relates to my current work and confirms what I’m doing is right. I have also learnt something new about the not-so-typical types of sources of wealth.
...Lombard Odier
Key Macroeconomic Concepts for Financial Professionals
Very experienced trainer who articulates very well in layman's terms.
...HSBC