The CPB programmes aim to boost your future-readiness through the acquisition of know-how, skills and mind-set to embrace paradigm shifts arising from technology, demographics and regulations. Our practice-based approach facilitates a transfer of knowledge capital with a deeper focus on total wealth advisory, against a backdrop of inculcating the right ethical culture amongst financial professionals.
The CPB suite comprises 3 levels to support every stage of your career in Private Banking. Completion of modules within each level leads to its corresponding IBF certification under the Skills Framework for Financial Services.
Certified Private Banker Level 1
New entrants or incumbents less than 3 years experience
Certified Private Banker Level 2
Incumbents with 3 years or more experience
Certified Private Banker Level 3
All Team Leaders with people management responsibility
There is a high emphasis on applying what has been learned and this is achieved through a strong use of case studies, role plays and group discussions.
The CPB programmes are designed for Client Advisors, Wealth Management and Financial Services professionals and Team Leaders serving the high net worth segment.