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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?

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
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  SOLD OUT
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  SOLD OUT
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  SOLD OUT
ROLE  RM, Team Leader
24 KYC/AML: Source of Wealth    CONFIRMED
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  SOLD OUT
27 Effective Business Negotiation in PB    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
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  Available  |  REGISTER
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  Available  |  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
22 KYC/AML: Tax Impact
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
24 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
NOVEMBER TYPE MODE CPD HRS
05 Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
07 KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
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
12 Know Your Technological and Cyber Risk Exposure
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
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
20 Practical Introduction to International Sanctions for Private Banking
TYPE  FTS  |  CPD HRS  4
MODE  Face-to-Face
FTS F2F 4
 
SEATS  Available  |  REGISTER
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