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?
          
                Face-to-Face (F2F)
                 
                Virtual (VIRT)
                 
            
                3 Months
                 
                6 Months
                 
                Till Year-End
                 
                Full Year
                 
            
DISPLAYING: Private Banking In-House Courses
| COURSES | TYPE | CPD HRS | |
|---|---|---|---|
| 
                                     | 
                                
                                    
                                        Adapting to Volatile Market Regimes
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  7
                                        
                                        
                                     
                                 | 
                                FTS | 7 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                     
                                            
                                                
                                                    ROLE 
                                                    RM, Team Leader
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Business Opportunities and Planning for Private Bankers
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                     
                                            
                                                
                                                    ROLE 
                                                    RM
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Client-Centric Investment Advisory
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    RM, Product Specialist, Investment Counsellor
                                                
                                            
                                         
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        Complex Wealth Management Products
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                     
                                            
                                                
                                                    ROLE 
                                                    RM
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        [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 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [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 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [CORE] KYC/AML: Regulations
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                             | 
                                            Core FAA/SFA CPD HRS  4
                                        
                                     
                                 | 
                                
                                    FTS
                                    
                                        |  Core FAA/SFA  | 
                                4 | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [CORE] KYC/AML: Source of Wealth
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                             | 
                                            Core FAA/SFA CPD HRS  4
                                        
                                     
                                 | 
                                
                                    FTS
                                    
                                        |  Core FAA/SFA  | 
                                4 | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [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 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [CORE] KYC/AML: Tax Impact
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                             | 
                                            Core FAA/SFA CPD HRS  4
                                        
                                     
                                 | 
                                
                                    FTS
                                    
                                        |  Core FAA/SFA  | 
                                4 | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [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 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        [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 
                                    
                                 | 
                                
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        Driving Success Through Stakeholder Relationship Management (for ARMs)
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    ARM
                                                
                                            
                                         
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        Effective Business Negotiation in PB
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                     
                                            
                                                
                                                    ROLE 
                                                    RM
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Emerging Compliance Exposures in Financial Industry
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Fund Applications for Private Clients
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  7
                                        
                                        
                                     
                                 | 
                                FTS | 7 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Generative AI for Wealth Professionals
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                IBF-STS | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    ARM, RM, Team Leader, Investment Counsellor
                                                
                                            
                                         
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        Investing in a Volatile Market
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Investment Management Fundamentals
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  7
                                        
                                        
                                     
                                 | 
                                FTS | 7 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Key Macroeconomic Concepts for Financial Professionals
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  7
                                        
                                        
                                     
                                 | 
                                FTS | 7 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Know Your Technological and Cyber Risk Exposure
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        KYC/AML: Regulations
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        KYC/AML: Source of Wealth
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        KYC/AML: Suspicious Transactions/Red Flags
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        KYC/AML: Tax Impact
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Navigating Climate Risk: A Guide for Bankers
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                IBF-STS | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    ARM, RM, Team Leader
                                                
                                            
                                         
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        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 | 
| 
                                     
                                            
                                                
                                                    ROLE 
                                                    ARM, RM, Team Leader
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Practical Introduction to International Sanctions for Private Banking
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        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
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        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
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Resilient Supply Chain for a Sustainable Future
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  7
                                        
                                        
                                     
                                 | 
                                FTS | 7 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Successful Account Management in Private Banking
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  8
                                        
                                        
                                     
                                 | 
                                IBF-STS | 8 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    RM, Product Specialist, Investment Counsellor
                                                
                                            
                                         
                                     | 
                            ||
| 
                                     | 
                                
                                    
                                        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
                                                
                                            
                                         
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Transactions Monitoring: Understanding and Managing the Risks
                                    
                                     
                                        TYPE  FTS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                FTS | 4 | 
| 
                                     | 
                            |||
| 
                                     | 
                                
                                    
                                        Understanding Carbon Markets and Decarbonisation Strategies
                                    
                                     
                                        TYPE  IBF-STS
                                         | 
                                        CPD HRS  4
                                        
                                        
                                     
                                 | 
                                IBF-STS | 4 | 
| 
                                    
                                         NEW 
                                    
                                 | 
                                
                                     
                                            
                                                
                                                    ROLE 
                                                    ARM, RM, Team Leader
                                                
                                            
                                         
                                     | 
                            ||