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.


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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.
  • 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


Participants who successfully complete the programme will be awarded: 



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



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


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. 


Dates published may subject to change.

Modules 2024 Intake 1 (Face-to-Face) 2024 Intake 2 (Face-to-Face) 2024 Intake 3 (Face-to-Face)
CPBL3 - Managing Business Performance 2 Aug 2024 - -
CPBL3 - Managing Change 5 Sep 2024 - -
Certificate in Long Term Investing TBA - -
Certificate in Philanthropy and Social Impact 30 - 31 Jan 2024 1 - 2 Feb 2024 27 - 28 May 2024
Advanced Certificate in Philanthropy and Social Impact 29 - 31 May 2024



Upcoming Dates

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