Private Banking

Certified Private Banker (CPB) Level 1

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Programme Overview

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 necessary knowledge for the class as well as the assessment. 

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Advanced Diploma in Wealth Management

Certified Private Banker (CPB) Level 2

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