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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?

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DISPLAYING: Private Banking Classroom PR Course Calendar
MARCH TYPE MODE CPD HRS
06 Client-Centric Investment Advisory    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
SEATS  Limited Remaining  |  REGISTER
ROLE  RM, Product Specialist, Investment Counsellor
12 Raising Client Service Experience (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  SOLD OUT
ROLE  ARM
27 Behavioural Finance: Managing Clients' Biases for Better Investment Decisions    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Limited Remaining  |  REGISTER
ROLE  RM, Team Leader
APRIL TYPE MODE CPD HRS
10 Successful Account Management in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Product Specialist, Investment Counsellor
13 Private Banking Ethical Conduct
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
IBF-STS | 
Core FAA/SFA 		F2F 4 | 4
 
SEATS  Available  |  REGISTER
ROLE  RM
15 Technical Analysis Advisory System
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
17 Networking Effectively with Stakeholders in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
23 Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
29 Understanding Carbon Markets and Decarbonisation Strategies
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
MAY TYPE MODE CPD HRS
07 Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
11 Raising Client Service Experience (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  SOLD OUT
ROLE  ARM
13 Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
20 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
22 Driving Success Through Stakeholder Relationship Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
SEATS  SOLD OUT
ROLE  ARM
JUNE TYPE MODE CPD HRS
12 Future-Enabled Wealth Advisory: Strategic AI Adoption and Data Strategy
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Investment Counsellor
19 Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
30 Blockchain, Smart Contracts & DeFi
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
JULY TYPE MODE CPD HRS
02 Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader
10 Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  ARM
23 Successful Account Management in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Product Specialist, Investment Counsellor
31 Technical Analysis Decision-Making Model for Stock Selection
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Investment Counsellor
AUGUST TYPE MODE CPD HRS
06 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
14 Private Banking Ethical Conduct
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
IBF-STS | 
Core FAA/SFA 		F2F 4 | 4
 
SEATS  Available  |  REGISTER
ROLE  RM
18 Digital Risk Management in Financial Services: Identifying, Assessing, and Mitigating Emerging Risks
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
28 Future-Enabled Wealth Advisory: Strategic AI Adoption and Data Strategy
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Investment Counsellor
SEPTEMBER TYPE MODE CPD HRS
03 Driving Success Through Stakeholder Relationship Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
SEATS  Available  |  REGISTER
ROLE  ARM
08 Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
11 Blockchain, Smart Contracts & DeFi
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
23 Technical Analysis Advisory System
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
25 Client-Centric Investment Advisory
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
SEATS  Available  |  REGISTER
ROLE  RM, Product Specialist, Investment Counsellor
29 Understanding Carbon Markets and Decarbonisation Strategies
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
OCTOBER TYPE MODE CPD HRS
01 Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  ARM
07 Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader
09 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
23 Business Opportunities and Planning for Private Bankers
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
27 Future-Enabled Wealth Advisory: Strategic AI Adoption and Data Strategy
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Investment Counsellor
29 Successful Account Management in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM, Product Specialist, Investment Counsellor
NOVEMBER TYPE MODE CPD HRS
03 Private Banking Ethical Conduct
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
IBF-STS | 
Core FAA/SFA 		F2F 4 | 4
 
SEATS  Available  |  REGISTER
ROLE  RM
05 Blockchain, Smart Contracts & DeFi
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
13 Technical Analysis Decision-Making Model for Stock Selection
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
SEATS  Available  |  REGISTER
ROLE  RM, Team Leader, Investment Counsellor
18 Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
27 Driving Success Through Stakeholder Relationship Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
SEATS  Available  |  REGISTER
ROLE  ARM
DECEMBER TYPE MODE CPD HRS
03 Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM