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).

Modules

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

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

 

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

 

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps.  IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg

Certification

Certification

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 www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified for
    more information on the IBF Certification.

Note:

The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

 

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

 

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of $3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg

 

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.

Schedule

Dates published may subject to change.

CSA L1 - Human Centered Design Problem Solving (Intake 1) - In-person class - 26 Jul 2024
CSA L1 - Successful Account, Client and Stakeholder Management (Intake 1) - In-person class - 26 Aug 2024
Modules

Testimonials

Testimonials

Upcoming Dates

Enquire Now