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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
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
JANUARY 2025 TYPE MODE CPD HRS
23 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
FEBRUARY 2025 TYPE MODE CPD HRS
12 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
20 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
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 2025 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 2025 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
14 Sustainability Risk Management – Identifying & Operationalising
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
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 2025 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
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