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In-house Corporate Classroom Training

We offer curated on-site corporate classroom training that is tailored to your institution’s particular needs. Browse our catalogue of available courses or contact us to develop your on-site training program.
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BROWSE OUR E-LEARNING COURSES

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  SOLD OUT
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  Limited Remaining  |  REGISTER
ROLE  RM
20 Transactions Monitoring: Understanding and Managing the Risks    CONFIRMED
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
22 Complex Wealth Management Products    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
26 Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
NEW
SEATS  Available  |  REGISTER
APRIL TYPE MODE CPD HRS
05 Digital Skills - Digital Risk Management
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
09 Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM
16 KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
19 Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
25 Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  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
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
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 Emerging Compliance Exposures in Financial Industry
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