In-house Corporate Classroom Training
We offer curated on-site corporate classroom 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.
Keen on self-paced learning?
Select from our many offerings.
DISPLAYING: Classroom PR Course Calendar
| APRIL | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 05 |
Digital Skills - Digital Risk Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Unavailable
ROLE
RM
|
||||
| 09 |
Sustainable Investment Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Unavailable
ROLE
ARM, RM
|
||||
| 18 |
KYC/AML: Suspicious Transactions/Red Flags
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Unavailable
|
||||
| 19 |
Effective Business Negotiation in PB
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Unavailable
ROLE
RM
|
||||
| 25 |
Private Banking Business Environment Analysis
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Unavailable
ROLE
RM
|
||||
| MAY | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 07 |
Investing in a Volatile Market
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
NEW
|
SEATS
Available | REGISTER
|
|||
| 10 |
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
|
||||
| 17 |
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
|
||||
| 21 |
Key Macroeconomic Concepts for Financial Professionals
TYPE FTS
|
CPD HRS 7
MODE Face-to-Face |
FTS | F2F | 7 |
|
SEATS
Available | REGISTER
|
||||
| 24 |
KYC/AML: Tax Impact
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 30 |
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
|
||||
| JUNE | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 03 |
Risk Management (for ARMs)
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Limited Remaining | REGISTER
ROLE
ARM
|
||||
| 07 |
Complex Wealth Management Products
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Available | REGISTER
ROLE
RM
|
||||
| 18 |
Practical Introduction to International Sanctions for Private Banking
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 21 |
Investment Advisory: Design, Agreement and Monitoring of Investment Solutions
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Available | REGISTER
ROLE
RM
|
||||
| 25 |
Sustainable Investment Management
CONFIRMED
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Available | REGISTER
ROLE
ARM, RM
|
||||
| 28 |
Build and Develop the Team of Relationship Managers
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Available | REGISTER
ROLE
Team Leader
|
||||
| JULY | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 12 |
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
|
||||
| 18 |
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
|
||||
| 24 |
KYC/AML: Regulations
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 26 |
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
|
||||
| 30 |
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
|
|||
| AUGUST | TYPE | MODE | CPD HRS | |
|---|---|---|---|---|
| 02 |
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
|
||||
| 13 |
Sustainable Investment Management
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Available | REGISTER
ROLE
ARM, RM
|
||||
| 16 |
Emerging Compliance Exposures in Financial Industry
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 22 |
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
|
||||
| 27 |
Investing in a Volatile Market
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
NEW
|
SEATS
Available | REGISTER
|
|||
| 30 |
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 |
Practical Introduction to International Sanctions for Private Banking
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 06 |
Managing & Leading Change Effectively in Private Banking
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Available | REGISTER
ROLE
Team Leader
|
||||
| 10 |
Risk Management (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
|
SEATS
Available | REGISTER
ROLE
ARM
|
||||
| 13 |
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
|
||||
| 17 |
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
|
|||
| 19 |
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
|
||||
| 24 |
KYC/AML: Source of Wealth
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
|
SEATS
Available | REGISTER
|
||||
| 27 |
Effective Business Negotiation in PB
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Available | REGISTER
ROLE
RM
|
||||
WHAT OUR CLIENTS HAVE TO SAY
Climate Investing
Excellent trainer and the examples are very practical. Well done!
...LGT
Climate Investing
Excellent presentation. Love the content, and the presenter has very strong and relevant knowledge on the subject.
...LGT
Family Office – A New Level of Sophistication!
The topic is relevant and the trainer knowledgeably carries the entire training.
...HSBC