Private Banking

Certified Private Banker (CPB) Level 3

Programme Overview

High-performing individual contributors may not necessarily have the required competencies when they become people managers. Managers and team leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. This Certified Private Banker (CPB) Level 3 programme develops competencies, such as engaging and influencing stakeholders, setting the right culture and team goals, developing a business plan as well as balancing between the needs of the organisation, client and team.

Upcoming Dates

Modules

Leading People is a two-day classroom module that supports the transition of a top-performing individual contributor into an inspiring people manager. Topics include understanding yourself, developing the team and managing change.

Leading Business is also a two-day classroom module. It focuses on the management of a high-net-worth team as a business and the skills to engage and influence stakeholders.

Participants are encouraged to complete all modules in one intake, which translates to four days of classroom training.

Download programme brochure

Who Should Attend

Aspiring and new Team Leaders with 3 years or more of experience in Private Banking, Private Client or High-Net-Worth segments.
Seasoned Team Leaders in Private Banking, Private Clients or HNW segments who seek a refresher.

Participants are encouraged to complete the following modules before embarking on Level 3 to maximise learning effectiveness:

Level 2 Rules and Regulations
Level 2 Ethical Conduct
Level 2 Client Relationship Management

Useful Links

IBF CACS CPD: https://www.ibf.org.sg/home/for-individuals/cpd-requirements/cacs-cpd

IBF Standards: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Private Banking Code of Conduct: https://abs.org.sg/industry-guidelines/private-banking

SkillsFuture: http://www.skillsfuture.sg

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF-STS

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

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

Participants who successfully complete the Level 3 programme:

Can apply with IBF for the certification title “IBF Advanced (Level 3) in Private Banking & Wealth Management (Relationship & Sales Management)”
Are eligible for waiver of CACS CPD obligation in the current and following year upon attaining IBF Certification.
T&Cs apply. Please refer to www.ibf.org.sg/home/for-individuals/ibf-certification/why-be-ibf-certified for more details.

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 Jan 2023) (S$)
Before GST	After GST	Company-Sponsored
CPBL3 – Leading People	3,200.00	3,424.00	544.00	342.40
CPBL3 – Leading Business	3,200.00	3,424.00	544.00	342.40

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).

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.