Priority Banking

Priority & Retail Banking Certified Adviser (PRCA) Level 2

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Programme Overview

Level 2 has five modules designed for individuals in a client advisory role managing affluent clients.


Together, they cover the full range of wealth management competencies across sales, relationship management, financial and investment advisory, portfolio solutions, ethics, and rules and regulations


Completion of Level 2 allows exemption from half of the Priority & Retail Banking Certified Adviser (PRCA) Level 3 curriculum, assessment and training hours. This portability translates to significant cost and time savings and supports lifelong learning.

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Each module can be taken on its own. This gives you the flexibility to complete them in different ways to fit your schedule, meet required hours or achieve IBF certification. For modules with online learning, the online component must be completed before the class to equip you with necessary knowledge for the class as well as the assessment. 

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