Online Learning

Certified Private Banker (CPB) Level 2 – Regulatory Compliance & Client Onboarding

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

Programme Overview

Many of us face ethical dilemmas in our personal or work life. While there is no direct answer for every dilemma, there are well-regarded frameworks which provide a structured approach to handle such issues. Besides covering such frameworks, this course will feature several case studies. There will be an online assessment to assess your understanding of what has been shared and taught.

Upcoming Dates

Modules

These IBF-STS accredited fully online modules promote a paradigm shift towards a “conduct culture” instead of a “compliance culture”. Co-developed with the CFA Institute, the learner will gain valuable insights on how to resolve challenging ethical dilemmas using their Ethical Decision-Making Framework.

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management Old

Certified Private Banker (CPB) Level 1

Ethics, Rules & Regulations (FA CPD)

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF-STS

The 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 on www.ibf.org.sg.

Certification

Participants who successfully complete the programme will be awarded:

WMI Certificate

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 Jan 2023) (S$)
Before GST	After GST	Company-Sponsored
CPBL2 – Regulatory Compliance & Client Onboarding	300.00	321.00	51.00	32.10

Note:

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

Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.

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

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Online Learning

Certified Private Banker (CPB) Level 2 – Regulatory Compliance & Client Onboarding

Programme Overview

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management Old

Certified Private Banker (CPB) Level 1

Ethics, Rules & Regulations (FA CPD)

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.