IBF-STS
Funding for training and assessment courses covering key skills accredited under the Skills Framework for Financial Service (SFwFS).
FTS
Funding for financial sector-specific courses which are recognised under FTS and are not accredited under the Skills Framework for Financial Service (SFwFS).
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.
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 | |
|---|---|---|---|
|
Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM, Team Leader
|
|||
|
|
Build and Develop the Team of Relationship Managers
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
Team Leader
|
|||
|
|
Business Opportunities and Planning for Private Bankers
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Complex Wealth Management Products
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Cyber Security (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM
|
|||
|
|
Digital Private Banking
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
|
|||
|
|
Digital Skills - Digital Risk Management
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Effective Business Negotiation in PB
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Managing & Leading Change Effectively in Private Banking
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
Team Leader
|
|||
|
|
Navigating Climate Risk: A Guide for Bankers
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
|
||
|
|
Navigating Market Turbulence
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Networking Effectively with Stakeholders in Private Banking
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Non-Financial Industry (NFI) Sustainability Developments
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
ROLE
ARM, RM, Team Leader
|
||
|
|
Private Banking Business Environment Analysis
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
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
|
|||
|
|
Product Advisory - Product, Sales and Market Management
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Raising Client Service Experience (for ARMs)
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
ARM
|
|||
|
|
Raising Client Service Experience (for RMs)
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Risk Management (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM
|
|||
|
|
Sustainable Growth With Effective Client Acquisition Strategies
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Sustainable Investment Management
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM, RM
|
|||
|
|
Technical Analysis Advisory System
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM, Team Leader, Product Specialist, Investment Counsellor
|
|||
|
|
Understanding Carbon Markets and Decarbonisation Strategies
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
ROLE
ARM, RM, Team Leader
|
||