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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
NOVEMBER TYPE MODE CPD HRS
11 [CORE] KYC/AML: Analysing Financial Statements to Corroborate KYC    CONFIRMED
TYPE  FTS  |  CPD HRS  4  |  Core FAA/SFA HRS  4
MODE  Face-to-Face
FTS | 
Core FAA/SFA 		F2F 4 | 4
NEW
ADDED
SEATS  Unavailable
19 Understanding Carbon Markets and Decarbonisation Strategies    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
NEW
SEATS  Unavailable
ROLE  ARM, RM, Team Leader
21 Effective Business Negotiation in PB    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
26 Raising Client Service Experience (for RMs)    CONFIRMED
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 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
JANUARY 2026 TYPE MODE CPD HRS
16 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
23 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
FEBRUARY 2026 TYPE MODE CPD HRS
06 [CORE] KYC/AML: Source of Wealth
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
10 Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM
27 Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
MARCH 2026 TYPE MODE CPD HRS
04 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
ROLE  ARM, RM, Team Leader
06 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
10 Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
12 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
25 [CORE] Deception Unveiled: Navigating the World of Fraud
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
27 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
APRIL 2026 TYPE MODE CPD HRS
08 [CORE] KYC/AML: Suspicious Transactions/Red Flags
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
10 Successful Account Management in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
NEW
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
27 [CORE] 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
29 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