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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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DISPLAYING: Private Banking Classroom PR Course Calendar
FEBRUARY TYPE MODE CPD HRS
02 Navigating Market Turbulence    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
MARCH TYPE MODE CPD HRS
01 Private Banking Ethical Conduct    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
IBF-STS | 
Core FAA/SFA
F2F 4 | 4
 
SEATS  Unavailable
ROLE  RM
08 Investment Advisory: Design, Agreement and Monitoring of Investment Solutions    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
22 Complex Wealth Management Products    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
APRIL TYPE MODE CPD HRS
05 Digital Skills - Digital Risk Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
09 Sustainable Investment Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM, RM
19 Effective Business Negotiation in PB    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
25 Private Banking Business Environment Analysis    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
MAY TYPE MODE CPD HRS
10 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  Unavailable
ROLE  RM, Team Leader
17 Technical Analysis Advisory System    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
30 Raising Client Service Experience (for RMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
JUNE TYPE MODE CPD HRS
03 Risk Management (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM
07 Complex Wealth Management Products    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
25 Sustainable Investment Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM, RM
28 Build and Develop the Team of Relationship Managers    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  Team Leader
JULY TYPE MODE CPD HRS
12 Raising Client Service Experience (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  ARM
18 Technical Analysis Advisory System    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
26 Business Opportunities and Planning for Private Bankers    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
30 Non-Financial Industry (NFI) Sustainability Developments    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
NEW
SEATS  Unavailable
ROLE  ARM, RM, Team Leader
AUGUST TYPE MODE CPD HRS
02 Raising Client Service Experience (for RMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
13 Sustainable Investment Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM, RM
15 Raising Client Service Experience (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  ARM
20 Complex Wealth Management Products    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
22 Sustainable Growth With Effective Client Acquisition Strategies    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
30 Networking Effectively with Stakeholders in Private Banking    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
SEPTEMBER TYPE MODE CPD HRS
10 Risk Management (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM
17 Non-Financial Industry (NFI) Sustainability Developments    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
NEW
SEATS  Unavailable
ROLE  ARM, RM, Team Leader
18 Product Advisory - Product, Sales and Market Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
19 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  Unavailable
ROLE  RM, Team Leader
27 Effective Business Negotiation in PB    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
OCTOBER TYPE MODE CPD HRS
01 Cyber Security (for ARMs)    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Unavailable
ROLE  ARM
08 Private Banking Ethical Conduct    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
IBF-STS | 
Core FAA/SFA
F2F 4 | 4
 
SEATS  Limited Remaining  |  REGISTER
ROLE  RM
11 Private Banking Business Environment Analysis    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
16 Sustainable Investment Management    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM
18 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
24 Networking Effectively with Stakeholders in Private Banking    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Limited Remaining  |  REGISTER
ROLE  RM
NOVEMBER TYPE MODE CPD HRS
08 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
13 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
15 Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
NEW
SEATS  Available  |  REGISTER
ROLE  ARM, RM, Team Leader
22 Product Advisory - Product, Sales and Market Management
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
29 Sustainable Growth With Effective Client Acquisition Strategies
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
DECEMBER TYPE MODE CPD HRS
03 Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM
06 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