Certified Private Banker (CPB) Level 2

Programme Overview

Certified Private Banker (CPB) Level 2 builds on CPB Level 1 by covering higher-level competencies to serve high-net-worth (HNW) clients and through a greater focus on application versus knowledge. It enhances the future readiness of advisors by addressing the paradigm shifts arising from technology, conduct and total wealth advisory. The curriculum features case studies of greater complexity and places more attention on investigating solutions from multiple perspectives.

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. 

 

The Level 2 programme is designed for professionals with more than 3 years of experience in Private Banking (or serving the high-net-worth client segment).

Download programme brochure

Who Should Attend

The Level 2 programme is designed for professionals with more than 3 years of experience in Private Banking (or serving the high-net-worth client segment):

 

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

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:

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.

Modules

CPBL2 - Ethical Conduct -
CPBL2 - Regulatory Compliance & Client Onboarding -
CPBL2 - Market Specialisation (Indonesia) -
CPBL2 - ERC-Customer Due Diligence and Regulations -
CPBL1/2 - Introduction to ESG Advisory -
CPBL2 - Investment Advisory -
CPBL2 - Product Strategies -
CPBL2 - Market Specialisation (China) -
CPBL2 - Client Relationship Management​ -
Modules 2024 Intake 1 (Face-to-Face) 2024 Intake 2 (Face-to-Face) 2024 Intake 3 (Online)
CPBL2 - Investment Portfolio Strategies 15 May 2024 5 Aug 2024 -
CPBL2 - Advanced Investment Advisory 29 & 30 Apr 2024 2 & 3 Sep 2024 4 & 5 Nov 2024
CPBL2 - Wealth Planning for International Clients 20 - 21 May 2024 15 - 16 Jul 2024 17 - 18 Oct 2024
CPBL2 - Advanced Client Management Skills 16 & 17 Sep 2024 - -
CPBL2 - Ethical Conduct (Online) 1 - 30 Mar 2024 1 - 30 Jul 2024 1 - 30 Oct 2024
Ethics, Regulations & Compliance: Customer Due Diligence and Regulations (Online) - 1 - 30 Jul 2024 1 - 30 Oct 2024
CPBL2 - Market Specialisation (China) 7 Aug 2024 - -
CPBL2 - Market Specialisation (Indonesia) 4 Oct 2024 - -
Certificate in Introduction to ESG Advisory 21 Mar 2024 13 Jun 2024 8 Oct 2024 (Face-to-Face)
Certificate in Investing in Innovation 30 Sep 2024 - -
Certificate in Multi-Asset Investing 15 - 17 May 2024 6 - 8 Nov 2024 -
Certificate in Digital Assets Strategies, Risks and Regulations 23 Apr & 8 May 2024 - -
Certificate in Philanthropy and Social Impact 30 - 31 Jan 2024 1 - 2 Feb 2024 27 - 28 May 2024 (Face-to-Face)
Certificate in Long Term Investing TBA - -
Certificate in Introduction to Climate Change and Decarbonisation Strategies 10 May 2024 14 Jun 2024 11 Oct 2024 (Face-to-Face)

Testimonials

Testimonials

Upcoming Dates

Enquire Now

Related Articles

Previous
Next