Private Banking

Certified Private Banker (CPB) Level 2

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Programme Overview

Level 2 builds on 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 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).

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management

Certified Private Banker (CPB) Level 3

Priority & Retail Banking Certified Adviser (PRCA) Level 2