Test Certified Private Banker (CPB) Level 1

Programme Overview

Certified Private Banker (CPB) Level 1 is the natural step forward for those who have completed Client Advisor Competency Standards (CACS) Paper 1 and 2. It overlays a set of modules which covers the full range of wealth management competencies and applied skills for the high-net-worth segment.

Modules

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 the necessary knowledge for the class as well as the assessment. 

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Who Should Attend

The Level 1 programme is designed for professionals with less than 3 years of experience in Private Banking (or serving the high-net-worth client segment):

 

  • Client Advisors, Relationship Managers, Assistant Relationship Managers and all other Covered Persons
  • Private Client Relationship Managers, Senior Priority Relationship Managers in Consumer or Retail Banking
  • Insurance Advisors, Financial Consultants and Independent Financial Advisors
  • Product and Investment Specialists

 

New entrants and mid-career switch professionals should complete the CACS assessment before starting with the Level 1 programme.

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

IBF-STS

 

All  modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding and CPD hours.

Certification

Certification

Participants who successfully complete the programme will be awarded: 

 

WMI Certification

 

  • WMI Certificate of Achievement
  • CACS CPD hours (IBF-STS and Core FAA / SFA CPD) 

 

IBF Certification

 

  • Participant who successfully completes this Certified Private Banker Level 1 programme can apply with IBF for the certification title “IBF Qualified (Level 1) in Private Banking & Wealth Management (Relationship & Sales Management)”. T&Cs apply.
  • Eligible for waiver of CACS CPD hours in the current and following year upon attaining IBF Certification.
  • Please visit www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified for more information on the IBF Certification.

Note:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

 

For the CPBL1 – Client Relationship Management module, a re-assessment fee of S$540 will be charged for additional role-play assessment attempts.

 

Click here to read more about the 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. 

Schedule

Dates published may subject to change.

CBPL1 - Client Relationship Management (Intake 1) - In-person - 22 & 23 May and 29 May 2023 (Role-Play Assessment)
CBPL1 - Digital Wealth Management (Intake 1) - In-person class - 13 Jun 2023
CBPL1 - Ethical Conduct (Intake 1) - Online Access - 1 Apr - 30 Jun 2023
CPBL1/L2 - Introduction to ESG Advisory (Intake 1) - In-person class - 26 May 2023
CBPL1 - Client Relationship Management (Intake 2) - Online Class - 30 & 31 Aug and 4 Sep 2023 (Role-Play Assessment)
CBPL1 - Digital Wealth Management (Intake 2) - Online Class - 16 Oct 2023
CBPL1 - Ethical Conduct (Intake 2) - Online Access - 1 Sep - 30 Nov 2023
CBPL1 - Investment Advisory (Intake 2) - Online Class - 7 Jul 2023
CBPL1 - Market Specialisation (China) (Intake 2) - Online Class - 24 Aug 2023
CBPL1 - Wealth Planning (Intake 2) - Online Class - 25 Aug 2023
CBPL1 - Client Relationship Management (Intake 3) - Online Class - 30 & 31 Oct 2023 and 2 Nov 2023 (Role-Play Assessment)
CBPL1 - Digital Wealth Management (Intake 3) - Online Class - 9 Nov 2023
CBPL1 - Investment Advisory (Intake 3) - Online Class - 3 Oct 2023
CBPL1 - Wealth Planning (Intake 3) - Online Class - 5 Oct 2023
Modules
Modules

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