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

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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.

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.

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