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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.
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.
Since the global financial crisis, the wealth management industry has seen unprecedented regulatory changes and challenges. To help you navigate this rapidly evolving regulatory environment, this module will cover regulations critical to the industry and address them clearly using relevant case studies.
Total Training Duration / CPD Hours: 4
Core FAA CPD: 4
Core SFA CPD: 4
Online Hours: 4
The Level 2 programme is designed for professionals with 3 years or more of experience in Private Banking (or serving the HNW client segment).
Mid-career switch professionals should first complete the CACS Examinations and start with the Level 1 programme before embarking on Level 2.
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
Certification
Participants who successfully complete the programme will be awarded:
Note:
Click here to read more about enhanced funding support for IBF-STS and IBF Credit, and 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.
