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Certified Private Banker Level 3 (Team Leader)

​​Our Certified Private Banker (CPB) Level 3 programme (Team Leader) is accredited under the IBF Level 3 Standards for Wealth Management: Relationship Management - Private Banking. In addition, all modules also qualify for Core CPD hours (Rules & Regulations, Compliance or Ethics).​

Team Leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. They require a different set of 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.

This essential management and leadership programme is designed for aspiring and existing team leaders who have people management responsibilities. It also serves as a refresher for senior managers based on IBF’s new Private Banking Standards for team leaders.

CPB Level 3 programme is designed for aspiring and existing team leads who have at least 3 years' experience in Private Banking or managing High Net Worth (HNW) clients.

Participants are encouraged to complete all modules in a single intake which translates to 4 days of classroom training.

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

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