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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
JANUARY TYPE MODE CPD HRS
23 Navigating Market Turbulence    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
FEBRUARY TYPE MODE CPD HRS
12 Technical Analysis Advisory System    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
20 Networking Effectively with Stakeholders in Private Banking    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Unavailable
ROLE  RM
MARCH TYPE MODE CPD HRS
14 Technical Analysis Advisory System    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  SOLD OUT
ROLE  RM, Team Leader, Product Specialist, Investment Counsellor
18 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
21 Navigating Climate Risk: A Guide for Bankers    CONFIRMED
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
NEW
SEATS  Limited Remaining  |  REGISTER
ROLE  ARM, RM, Team Leader
APRIL TYPE MODE CPD HRS
02 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
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
17 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
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
ROLE  ARM, RM, Team Leader
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 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
13 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
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
JUNE TYPE MODE CPD HRS
05 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
13 Raising Client Service Experience (for RMs)
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
20 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
27 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
JULY TYPE MODE CPD HRS
07 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
09 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
16 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
29 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
AUGUST TYPE MODE CPD HRS
08 Client-Centric Investment Advisory
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
PENDING
ACCRED.
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
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
27 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
SEPTEMBER TYPE MODE CPD HRS
03 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
12 Navigating Market Turbulence
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
17 Private Banking Business Environment Analysis
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
19 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
23 Sustainable Investment Management
TYPE  IBF-STS  |  CPD HRS  4
MODE  Face-to-Face
IBF-STS F2F 4
 
SEATS  Available  |  REGISTER
ROLE  ARM, RM
OCTOBER TYPE MODE CPD HRS
03 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
06 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
10 Complex Wealth Management Products
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
16 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
28 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
NOVEMBER TYPE MODE CPD HRS
19 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
21 Effective Business Negotiation in PB
TYPE  IBF-STS  |  CPD HRS  8
MODE  Face-to-Face
IBF-STS F2F 8
 
SEATS  Available  |  REGISTER
ROLE  RM
26 Raising Client Service Experience (for RMs)
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
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