Private Banking

Certified Service Adviser (CSA) Level 1

Programme Overview

Responding to the industry’s feedback on the absence of structured training for Covered Persons who assist Client Advisers/Relationship Managers in servicing high-net-worth (HNW) clients, WMI launched the first and only IBF-STS certification programme designed specifically for this critical role.


Developed in collaboration with WMI’s Expert Panel of senior practitioners in leading banks, Certified Service Adviser (CSA) Level 1 aims to impart knowledge, competencies and applied skills through these overarching themes:


  •  Themselves: Recognise their value and how to positively impact the client relationship
  •  Stakeholders: Know who these are, their impact and how to win them over
  •  Organisation: Understand “risk” areas to avoid errors/loss and improve

These themes are accredited against IBF’s Skills Framework for Customer Service Officer (CSO).

Upcoming Dates


There are three IBF-STS accredited modules; two modules under CSA Level 1 and one module from Certified Private Banker (CPB) Level 1. Participants who have completed WMI’s CPB Level 1 Ethical Conduct are eligible for exemption* when taking CSA Level 1.

Participants may select any single module or complete all modules at their own pace to achieve IBF Qualified (Level 1) in Private Banking & Wealth Management – Relationship & Sales Management.  

*Eligibility applies when participants complete CSA Level 1 within 5 years from the end date of the first module they have taken under this programme.

Download programme brochure

Who Should Attend

Private Banking Client Service Officer with 0 to 3 years of experience.

Useful Links


Participants who successfully complete the programme will be awarded: 






Participants who successfully complete the programme will be awarded:


WMI Certificate of Achievement


IBF Certification


  • The participant who successfully completes this Certified Private Banker Level 1 programme can apply with IBF for the certification title “IBF Qualified (Level 1) in Private Banking & Wealth Management (Relationship & Sales Management)”.
    T&Cs apply. 
  • Eligible for waiver of CACS CPD hours in the current and following year upon
    attaining IBF Certification.
  • Please visit for
    more information on the IBF Certification.



In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).


The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.


Every module is eligible for IBF-STS funding for direct training costs. T&Cs apply. Participants are advised to assess the suitability of the programme and its relevance to their business activities or job roles. Find out more at


Dates published may subject to change.

CSA L1 - Successful Account, Client and Stakeholder Management (Intake 1) - In-person class - 21 Jul 2023


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