Private Banking

This 8-hour module equips participants with the skills to incorporate design thinking to develop deeper customer insights, overcome service challenges and implement effective solutions, processes and new offerings to forge an additional anchor in the client relationship.

Participants will see how day-to-day issues could be addressed using a problem-solving framework. The module also covers the use of qualitative research, observation studies, retrospective interview, and data analysis to redesign business processes and optimise the performance and speed of client engagement. Participants will also be challenged to translate valuable findings to rethink and reinvent what is existing by exploring new perspectives and value propositions by applying the Design Thinking problem-solving methods.

Total Training Duration / CPD Hours : 8

Classroom Hours : 8

This 8-hour IBF-STS module introduces how technology has impacted the role of the front office and how the role of the CSO has evolved since the start of the pandemic. Recognizing how their role has evolved, participants will be taught skillsets to establish new or maintain existing trusted relationships with their HNW. Achieving service excellence and effective account is sometimes challenging as the CSO has to manage various stakeholders such as the Client Advisor, Operations & IT, Product Managers, Specialists etc. The session will therefore cover best practices for successful stakeholder management.

Total Training Duration / CPD Hours : 8

Classroom Hours : 8

The module highlights the importance of not just doing what is legal, but what is right.

Learn more about professional and personal ethics and how they may be impacted by the environment you work in and/or the persons you work for or with.

Total Training Duration / CPD Hours : 4

Core FAA CPD : 4

Online Hours : 4