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Certified Private Banker Level 2

Our Certified Private Banker (CPB) Level 2 Programme is accredited under the IBF Standards for Wealth Management: Relationship Management - Private Banking. In addition, most modules also qualify for Core CPD hours (Rules & Regulations, Compliance or Ethics).

This programme is designed to provide a deeper coverage and application of wealth management competencies 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.

The programme aims to further enhance 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. The Level 2 curriculum focuses on case studies of higher complexity, where solutions from multiple perspectives are discussed. Covered Persons with at least 3 years of experience, individuals who have completed Level 1 programme or Advisors with HNW responsibilities will benefit greatly from this programme.

Participants may choose to complete Level 2 modules on selective basis, as part of fulfilling their Continuing Professional Development (CPD) requirement or complete the modules on a systematic basis and achieve IBF Level 2 accreditation.

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

Click here​ for Public Run Schedule.​​​​
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