Private Banking

Certified Private Banker (CPB) Level 1 – Ethical Conduct (Online)

Certified Private Banker (CPB) Level 2 – Ethical Conduct

1 Day

9:00am - 5:00pm

Certified Private Banker (CPB) Level 1 – Investment Advisory

1 day

9:00am - 5:00pm

Certified Private Banker (CPB) Level 1 – Wealth Planning

1.5 Days

9:00am - 5:00pm (day 1)
9:00am - 1:00pm (day 2)

Certified Private Banker (CPB) Level 2 – Investment Advisory

8 & 9 May (Course), 13 May (Role-Play Assessment)
3 Days

9:00am - 5:00pm (Day 1 & 2)
9:00am - 1:00pm (Day 3)

Certified Private Banker (CPB) Level 1 – Client Relationship Management

0.5 day

1:00pm - 4:00pm

Certified Private Banker (CPB) Level 2 – Product Strategies

3 Days

9:00am - 6:00pm

Certified Private Banker (CPB) Level 2 – Certificate in Multi-Asset Investing

0.5 Day

1:00pm - 4:00pm

Certified Private Banker (CPB) Level 1 – Digital Wealth Management

1 Day

9:00am - 6:00pm

Certified Private Banker (CPB) Level 3 – Managing Business Performance

Certified Service Adviser (CSA) Level 1 – Successful Account, Client and Stakeholder Management

1 Day

9:00am - 6:00pm

Certified Private Banker (CPB) Level 3 – Managing Change

1 Day

9:00am - 5:00pm

Certified Private Banker (CPB) Level 2 – Certificate in Introduction to Climate Change and Decarbonisation Strategies

1 Day

9:00am - 5:00pm

Certified Private Banker (CPB) Level 1 – Certificate in Introduction to Climate Change and Decarbonisation Strategies