Skip navigation
 

IBF-STS

Funding for training and assessment courses covering key skills accredited under the Skills Framework for Financial Service (SFwFS).

VIEW COURSES

 

FTS

Funding for financial sector-specific courses which are recognised under FTS and are not accredited under the Skills Framework for Financial Service (SFwFS).

VIEW COURSES

 

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.

VIEW 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.
DISPLAYING: Private Banking In-House Courses
COURSES TYPE CPD HRS
InHouse Icon Analysing Fund Fact Sheets and Selecting Funds for Optimal Performance
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Analysing Macro Risks and Opportunities
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Behavioural Finance: Managing Clients' Biases for Better Investment Decisions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader
InHouse Icon Build and Develop the Team of Relationship Managers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Business Opportunities and Planning for Private Bankers
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Climate Investing
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Cryptonomics
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Cyber Security (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Decipher Family Office
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Digital Private Banking
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
InHouse Icon Digital Skills - Digital Risk Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Digital Wealth Management
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Emerging Compliance Exposures in Financial Industry
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Family Office – A New Level of Sophistication!
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Fund Applications for Private Clients
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Geopolitical Risks in the Investment Landscape
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Investing in a Volatile Market
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Investment Management Fundamentals
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Key Macroeconomic Concepts for Financial Professionals
TYPE  FTS  |  CPD HRS  7
FTS 7
 
 
InHouse Icon Know Your Technological and Cyber Risk Exposure
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Regulations
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Source of Wealth
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Suspicious Transactions/Red Flags
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon KYC/AML: Tax Impact
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Managing & Leading Change Effectively in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  Team Leader
InHouse Icon Market Cycle Analysis and Positioning
TYPE  FTS  |  CPD HRS  3
FTS 3
 
 
InHouse Icon Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Networking Effectively with Stakeholders in Private Banking
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Non-Financial Industry (NFI) Sustainability Developments
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
NEW
 
ROLE  ARM, RM, Team Leader
InHouse Icon Practical Introduction to International Sanctions for Private Banking
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon 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
InHouse Icon Product Advisory - Product, Sales and Market Management
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Raising Client Service Experience (for ARMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  ARM
InHouse Icon Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Risk Management (for ARMs)
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM
InHouse Icon Sustainability Risk Management – Identifying & Operationalising
TYPE  FTS  |  CPD HRS  4
FTS 4
 
 
InHouse Icon Sustainable Finance: Supply Chain
TYPE  FTS  |  CPD HRS  7
FTS 7
NEW
 
InHouse Icon Sustainable Growth With Effective Client Acquisition Strategies
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM
InHouse Icon Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
IBF-STS 4
 
 
ROLE  ARM, RM
InHouse Icon Technical Analysis Advisory System
TYPE  IBF-STS  |  CPD HRS  8
IBF-STS 8
 
 
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
InHouse Icon Transactions Monitoring: Understanding and Managing the Risks
TYPE  FTS  |  CPD HRS  4
FTS 4