Private Banking

Certified Service Adviser (CSA) Level 1

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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.

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