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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 Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader
InHouse Icon Business Opportunities and Planning for Private Bankers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Client-Centric Investment Advisory
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
NEW
 
ROLE  RM, Product Specialist, Investment Counsellor
InHouse Icon Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Generative AI for Wealth Professionals
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader, Investment Counsellor
InHouse Icon Navigating Climate Risk: A Guide for Bankers
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader
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
 
 
ROLE  ARM, RM, Team Leader
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 Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Successful Account Management in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
NEW
 
ROLE  RM, Product Specialist, Investment Counsellor
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 Understanding Carbon Markets and Decarbonisation Strategies
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader