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IBF-STS

Funding for training and assessment courses covering key skills accredited under the Skills Framework for Financial Service (SFwFS).

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FTS

Funding for financial sector-specific courses which are recognised under FTS and are not accredited under the Skills Framework for Financial Service (SFwFS).

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New Courses

New courses are added periodically to ensure we offer the latest and greatest in addition to the staples. Browse through these recently accredited courses.

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Looking for curated in-house corporate classroom training?

We offer 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.
DISPLAYING: Private Banking In-House Courses
COURSES TYPE CPD HRS
InHouse Icon Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Analysing Macro Risks and Opportunities
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader
InHouse Icon Build and Develop the Team of Relationship Managers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Business Opportunities and Planning for Private Bankers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Climate Investing
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Cryptonomics
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Cyber Security (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Decipher Family Office
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Digital Private Banking
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
InHouse Icon Digital Skills - Digital Risk Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Digital Wealth Management
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Emerging Compliance Exposures in Financial Industry
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Family Office – A New Level of Sophistication!
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Fund Applications for Private Clients
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Geopolitical Risks in the Investment Landscape
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Investment Management Fundamentals
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Key Macroeconomic Concepts for Financial Professionals
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Know Your Technological and Cyber Risk Exposure
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Regulations
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Source of Wealth
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Tax Impact
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Managing & Leading Change Effectively in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Market Cycle Analysis and Positioning
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Navigating Climate Risk: A Guide for Bankers
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
InHouse Icon Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Networking Effectively with Stakeholders in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader
InHouse Icon Practical Introduction to International Sanctions for Private Banking
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Private Banking Ethical Conduct
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
IBF-STS | 
Core FAA/SFA 		4 | 4
 
 
ROLE  RM
InHouse Icon Product Advisory - Product, Sales and Market Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  ARM
InHouse Icon Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Risk Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Sustainability Risk Management – Identifying & Operationalising
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Sustainable Finance: Supply Chain
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Sustainable Growth With Effective Client Acquisition Strategies
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM
InHouse Icon Technical Analysis Advisory System
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Transactions Monitoring: Understanding and Managing the Risks
TYPE  FTS  |  CPD HRS  4
FTS 4