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.
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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 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
|
||||
| 06 |
Practical Introduction to International Sanctions for Private Banking
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 20 |
Transactions Monitoring: Understanding and Managing the Risks
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 18 |
KYC/AML: Suspicious Transactions/Red Flags
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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 | |
|---|---|---|---|---|
| 07 |
Investing in a Volatile Market
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 24 |
KYC/AML: Tax Impact
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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 | |
|---|---|---|---|---|
| 02 |
Practical Introduction to International Sanctions for Private Banking
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 24 |
KYC/AML: Regulations
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 16 |
Emerging Compliance Exposures in Financial Industry
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 27 |
Investing in a Volatile Market
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
|
||||
| 24 |
KYC/AML: Source of Wealth
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 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
Unavailable
ROLE
RM
|
||||
| 11 |
Private Banking Business Environment Analysis
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Unavailable
ROLE
RM
|
||||
| 16 |
Sustainable Investment Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Unavailable
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
Unavailable
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
Unavailable
ROLE
RM
|
||||
| NOVEMBER | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 07 |
KYC/AML: Suspicious Transactions/Red Flags
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 08 |
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
|
||||
| 12 |
Know Your Technological and Cyber Risk Exposure
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 13 |
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
|
||||
| 15 |
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
|
|||
| 20 |
Practical Introduction to International Sanctions for Private Banking
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 22 |
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
|
||||
| DECEMBER | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 03 |
Sustainable Investment Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Unavailable
ROLE
ARM, RM
|
||||
| 06 |
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
|
||||