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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 Blockchain, Smart Contracts & DeFi
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] Deception Unveiled: Navigating the World of Fraud
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Analysing Financial Statements to Corroborate KYC
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Detecting Red Flags in Cross-Border Private Banking
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Regulations
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Source of Wealth
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] KYC/AML: Tax Impact
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] Privacy & Data Protection: Managing Risk and Ensuring Compliance
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon [CORE] Transactions Monitoring: Understanding and Managing the Risks
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA CPD HRS  4
FTS | 
Core FAA/SFA
4 | 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Digital Risk Management in Financial Services: Identifying, Assessing, and Mitigating Emerging Risks
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
PENDING
ACCRED.
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Driving Success Through Stakeholder Relationship Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  ARM
InHouse Icon Future-Enabled Wealth Advisory: Strategic AI Adoption and Data Strategy
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
PENDING
ACCRED.
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Generative AI for Wealth Professionals
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Know Your Technological and Cyber Risk Exposure
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Navigating Climate Risk: A Guide for Bankers
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
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  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  ARM
InHouse Icon Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Understanding Carbon Markets and Decarbonisation Strategies
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM, Team Leader, Product Specialist, Investment Counsellor