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.
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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
Limited Remaining | REGISTER
|
||||
| 19 |
Effective Business Negotiation in PB
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
Limited Remaining | REGISTER
ROLE
RM
|
||||
| 25 |
Private Banking Business Environment Analysis
CONFIRMED
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
|
SEATS
SOLD OUT
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
|
||||
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Climate Investing
Excellent trainer and the examples are very practical. Well done!
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Climate Investing
Excellent presentation. Love the content, and the presenter has very strong and relevant knowledge on the subject.
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Family Office – A New Level of Sophistication!
The topic is relevant and the trainer knowledgeably carries the entire training.
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