Certified Private Banker (CPB) Level 1

Programme Overview

Certified Private Banker (CPB) Level 1 is the next step for Client Advisors/ Relationship Managers who have completed Client Advisor Competency Standards (CACS) Paper 1 and 2. It offers a set of modules which covers the full range of wealth management competencies and applied skills for the high-net-worth client segment.

Modules

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

Download programme brochure

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

The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

 

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

 

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of $3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg

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

 

Note:

For the CPBL1 – Client Management Skills module, a re-assessment fee of S$500 excluding GST 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.

CPBL1 - Investment Advisory -
CPBL1 - Client Relationship Management -
CPBL1 - Wealth Planning -
CPBL1 - Digital Wealth Management -
CPBL1 - Ethical Conduct -
CPBL1 - Market Specialisation (China) -
CPBL1/2 - Introduction to ESG Advisory -
Modules 2024 Intake 1 (Face-to-Face) 2024 Intake 2 (Face-to-Face) 2024 Intake 3 (Online) 2024 Intake 4 (Online)
CPBL1 - Investment Advisory 26 Mar 2024 5 Jul 2024 1 Oct 2024 -
CPBL1 - Client Management Skills 8 & 9 May 2024 (Course), 13 May 2024 (Role-Play Assessment) 12 & 13 Aug 2024 (Course), 14 Aug 2024 (Role-Play Assessment) 23 & 24 Oct 2024 (Course), 29 Oct 2024 (Role-Play Assessment) -
CPBL1 - Wealth and Legacy Planning 5 Apr 2024 23 Aug 2024 3 Oct 2024 28 Oct 2024
CPB - Wealth Management in the Digital Age 20 Jun 2024 14 Oct 2024 - -
CPBL1 - Ethical Conduct (Online) 1 - 30 Mar 2024 1 - 30 Jul 2024 1 - 30 Oct 2024 -
CPBL1 - Market Specialisation (China) 22 Jul 2024 11 Sep 2024 - -
Certificate in Introduction to ESG Advisory 21 Mar 2024 13 Jun 2024 8 Oct 2024 (Face-to-Face) -
Certificate in Introduction to Climate Change and Decarbonisation Strategies 10 May 2024 14 Jun 2024 11 Oct 2024 (Face-to-Face) -

Testimonials

Testimonials

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