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
JANUARY | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
23 |
Navigating Market Turbulence
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
SOLD OUT
ROLE
RM
|
FEBRUARY | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
12 |
Technical Analysis Advisory System
CONFIRMED
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
|
||||
20 |
Networking Effectively with Stakeholders in Private Banking
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
||||
28 |
Resilient Supply Chain for a Sustainable Future
TYPE FTS
|
CPD HRS 7
MODE Face-to-Face |
FTS | F2F | 7 |
NEW
|
SEATS
Available | REGISTER
|
MARCH | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
04 |
Cyber Security (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
SEATS
Available | REGISTER
ROLE
ARM
|
||||
14 |
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
|
||||
18 |
Private Banking Business Environment Analysis
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
||||
21 |
Navigating Climate Risk: A Guide for Bankers
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
NEW
|
SEATS
Available | REGISTER
|
|||
26 |
Fund Applications for Private Clients
TYPE FTS
|
CPD HRS 7
MODE Face-to-Face |
FTS | F2F | 7 |
NEW
|
SEATS
Available | REGISTER
|
APRIL | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
02 |
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
|
||||
08 |
Investing in a Volatile Market
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
||||
11 |
Effective Business Negotiation in PB
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
||||
17 |
KYC/AML: Analysing Financial Statements to Corroborate KYC
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA HRS 4
MODE Face-to-Face |
FTS
| Core FAA/SFA |
F2F | 4 | 4 |
NEW
|
SEATS
Available | REGISTER
|
|||
23 |
Navigating Climate Risk: A Guide for Bankers
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
NEW
|
SEATS
Available | REGISTER
|
|||
25 |
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
|
MAY | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
05 |
Sustainable Investment Management
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
SEATS
Available | REGISTER
ROLE
ARM, RM
|
||||
07 |
Emerging Compliance Exposures in Financial Industry
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
||||
09 |
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
|
||||
13 |
Understanding Carbon Markets and Decarbonisation Strategies
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
NEW
|
SEATS
Available | REGISTER
ROLE
ARM, RM, Team Leader
|
|||
16 |
Complex Wealth Management Products
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
||||
19 |
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
|
|||
20 |
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
|
||||
28 |
KYC/AML: Source of Wealth
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
JUNE | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
05 |
Understanding Carbon Markets and Decarbonisation Strategies
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
NEW
|
SEATS
Available | REGISTER
ROLE
ARM, RM, Team Leader
|
|||
09 |
Transactions Monitoring: Understanding and Managing the Risks
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
||||
13 |
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
|