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Certified Private Banker Level 1

Our Certified Private Banker (CPB) Level 1 Programme is accredited under the IBF Level 1 Standards for Wealth Management: Relationship Management - Private Banking. In addition, all modules also qualify for Core CPD hours (Rules & Regulations, Compliance or Ethics).

This programme is designed to equip an individual with the full range of required wealth management competencies and applied skills to serve High Net Worth (HNW) clients. WMI has worked closely with the wealth management industry to develop this programme. You will be trained by a leading faculty of practitioners and academics.

This programme aims to boost the future-readiness of our talent pool by equipping them with the necessary knowledge and mind-set to embrace the paradigm shifts arising from technology, conduct and a deeper focus on total wealth advisory.

Covered Persons with less than 3 years of relevant experience, professionals with HNW client responsibilities or individuals seeking to join the Private Banking industry will benefit significantly from this CPB Level 1 programme.

For more information about this programme, please click here​.

Click here​ for Public Run Schedule.​​
Not sure which programme to go for? Use our programme finder
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