Private Banking

Certified Service Advisor (CSA) Level 1

Contact Us

Social Media

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, 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.

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management