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.
In-house Corporate Classroom Training
DISPLAYING: Classroom PR Course Calendar
MAY | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
07 |
Investing in a Volatile Market
CONFIRMED
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
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
|
||||
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
SOLD OUT
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 |
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
|
OCTOBER | TYPE | MODE | CPD HRS | |
---|---|---|---|---|
01 |
Cyber Security (for ARMs)
TYPE IBF-STS
|
CPD HRS 4
MODE Face-to-Face |
IBF-STS | F2F | 4 |
SEATS
Available | REGISTER
ROLE
ARM
|
||||
04 |
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
|
||||
11 |
Private Banking Business Environment Analysis
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
RM
|
||||
18 |
Raising Client Service Experience (for ARMs)
TYPE IBF-STS
|
CPD HRS 8
MODE Face-to-Face |
IBF-STS | F2F | 8 |
SEATS
Available | REGISTER
ROLE
ARM
|
||||
22 |
KYC/AML: Tax Impact
TYPE FTS
|
CPD HRS 4
MODE Face-to-Face |
FTS | F2F | 4 |
SEATS
Available | REGISTER
|
||||
24 |
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
|