Test Certified Private Banker (CPB) Level 1

The module equips you with the knowledge and skills to help high-net-worth clients make better-informed decisions by considering their risk appetite, time horizon, financial needs, and product suitability at the point of account opening and across periodic portfolio reviews. 

Understand the full investment advisory process and how this can be applied effectively to strengthen your value as a client advisor. 

Total Training Duration / CPD Hours: 10

Core FAA CPD: 4

Core SFA CPD: 4

Classroom Hours: 7

Online Hours: 3

This module will upskill you to initiate and develop purposeful wealth planning discussions with high-net-worth clients, in partnership with relevant specialists. It covers topics such as basic legal and tax concepts used in wealth planning, the typical solutions available to facilitate fiscally transparent asset protection, residence planning, trust and succession planning.

Total Training Duration / CPD Hours: 10

Core FAA CPD: 4

Core SFA CPD: 4

Classroom Hours: 7

Online Hours: 3

Co-developed with IBM, this module is the first of its kind to be customised for the high-net-worth wealth management segment. 

Learn about the latest trends and technologies which are disrupting the financial industry. Understand their impact and how you should future-proof yourself to remain relevant in your role as a client advisor. 

Total Training Duration / CPD Hours: 6

Core FAA CPD: 1

Core SFA CPD: 1

Classroom Hours: 3

Online Hours: 3

This module will help you layer structure over “soft skills” as you learn about best-in-class frameworks for acquiring new clients and anchoring existing clients. 

With the digitalisation of financial services and the emergence of robo-advisory, client advisor needs to further differentiate their value to remain the preferred choice for their clients.

Along the journey of prospecting, onboarding, advising and periodic portfolio reviews, you will learn how to maximise these opportunities to deepen the client relationship for success. 

Total Training Duration / CPD Hours: 15

Core FAA CPD: 4

Core SFA CPD: 4

Classroom Hours: 11

Online Hours: 4

The module highlights the importance of not just doing what is legal, but what is right. 

Learn more about professional and personal ethics and how they may be impacted by the environment you work in and/or the persons you work for or with. 

Total Training Duration / CPD Hours: 4

Core FAA CPD: 4

Core SFA CPD: 4

Online Hours: 4

Appreciation of the regional wealth management landscape can be gained by understanding the culture, sensitivities, market dynamics and evolving regulations in key regional markets. This module focuses on China.

It will provide you insights into the differences in mindsets between generations of high-net-worth clients, paradigm shifts due to globalisation as well as skills to develop trust and build long-lasting relationships with high-net-worth clients.

Total Training Duration / CPD Hours: 8

Core FAA CPD: 1

Core SFA CPD: 1

Classroom Hours: 8

The Introduction to ESG Advisory is a one-day program that is a combination of the Certificate in ESG Landscape and Impact on Business and the Certificate in Sustainable Investment Management.

The module introduces the basic concepts of ESG. Sustainable investments are critical to addressing the energy transition, which has a multi-trillion-dollar capital requirement. UHNW clients and family offices are increasingly demanding that both financial performance and non-financial factors, such as ESG, be considered.

Upon completion of this module, you will be awarded the following 2 certificates:

• Certificate in ESG Landscape and Impact on Businesses
• Certificate in Sustainable Investment Management

Total Training Duration / CPD Hours: 8

Core FAA CPD: 0

Core SFA CPD: 0

Classroom Hours: 8

Online Hours: 0