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.
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.
BY CLASS TYPE
BY ROLE
BY FUNDING
BY TYPE
BY STATUS
BY MODE
Face-to-Face (F2F)
Virtual (VIRT)
BY PERIOD
3 Months
6 Months
Till Year-End
Full Year
BY MONTH
DISPLAYING: Private Banking In-House Courses
| COURSES | TYPE | CPD HRS | |
|---|---|---|---|
|
Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
|
|||
|
|
Analysing Macro Risks and Opportunities
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
|
|||
|
|
Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM, Team Leader
|
|||
|
|
Business Opportunities and Planning for Private Bankers
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Client-Centric Investment Advisory
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
PENDING
ACCRED. |
ROLE
RM, Product Specialist, Investment Counsellor
|
||
|
|
Complex Wealth Management Products
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
[CORE] Emerging Compliance Exposures in Financial Industry
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] Know Your Technological and Cyber Risk Exposure
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] KYC/AML: Regulations
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] KYC/AML: Source of Wealth
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] KYC/AML: Suspicious Transactions/Red Flags
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] KYC/AML: Tax Impact
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] Practical Introduction to International Sanctions for Private Banking
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
[CORE] Transactions Monitoring: Understanding and Managing the Risks
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
PENDING
ACCRED. |
|
||
|
|
Cyber Security (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM
|
|||
|
|
Deception Unveiled: Navigating the World of Fraud
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
NEW
|
|
||
|
|
Effective Business Negotiation in PB
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Emerging Compliance Exposures in Financial Industry
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
Family Office – A New Level of Sophistication!
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
|
|||
|
|
Fund Applications for Private Clients
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
NEW
|
|
||
|
|
Investing in a Volatile Market
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
Investment Management Fundamentals
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
NEW
|
|
||
|
|
Key Macroeconomic Concepts for Financial Professionals
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
NEW
|
|
||
|
|
Know Your Technological and Cyber Risk Exposure
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
KYC/AML: Analysing Financial Statements to Corroborate KYC
TYPE FTS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
FTS
| Core FAA/SFA |
4 | 4 |
|
NEW
|
|
||
|
|
KYC/AML: Regulations
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
KYC/AML: Source of Wealth
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
KYC/AML: Suspicious Transactions/Red Flags
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
KYC/AML: Tax Impact
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
Managing & Leading Change Effectively in Private Banking
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
Team Leader
|
|||
|
|
Navigating Climate Risk: A Guide for Bankers
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
ROLE
ARM, RM, Team Leader
|
||
|
|
Navigating Market Turbulence
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Networking Effectively with Stakeholders in Private Banking
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Non-Financial Industry (NFI) Sustainability Developments
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
ROLE
ARM, RM, Team Leader
|
||
|
|
Practical Introduction to International Sanctions for Private Banking
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
Private Banking Business Environment Analysis
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Private Banking Ethical Conduct
TYPE IBF-STS
|
CPD HRS 4
|
Core FAA/SFA CPD HRS 4
|
IBF-STS
| Core FAA/SFA |
4 | 4 |
|
ROLE
RM
|
|||
|
|
Product Advisory - Product, Sales and Market Management
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Raising Client Service Experience (for ARMs)
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
ARM
|
|||
|
|
Raising Client Service Experience (for RMs)
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Resilient Supply Chain for a Sustainable Future
TYPE FTS
|
CPD HRS 7
|
FTS | 7 |
|
NEW
|
|
||
|
|
Risk Management (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM
|
|||
|
|
Successful Account Management in Private Banking
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
NEW
|
ROLE
RM, Product Specialist, Investment Counsellor
|
||
|
|
Sustainable Growth With Effective Client Acquisition Strategies
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM
|
|||
|
|
Sustainable Investment Management
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
ROLE
ARM, RM
|
|||
|
|
Technical Analysis Advisory System
TYPE IBF-STS
|
CPD HRS 8
|
IBF-STS | 8 |
|
ROLE
RM, Team Leader, Product Specialist, Investment Counsellor
|
|||
|
|
Transactions Monitoring: Understanding and Managing the Risks
TYPE FTS
|
CPD HRS 4
|
FTS | 4 |
|
|
|||
|
|
Understanding Carbon Markets and Decarbonisation Strategies
TYPE IBF-STS
|
CPD HRS 4
|
IBF-STS | 4 |
|
NEW
|
ROLE
ARM, RM, Team Leader
|
||