Master proven technical analysis tools to optimize risk, time the market, and maximize trading performance. For portfolio managers, private bankers, and relationship managers who want to make sharper investment decisions in volatile markets. FTS Recognised.

Dates:

23 Oct 2026

Duration:

1 Day

CPD Hours:

7

Program Fee:

S$1,000

Learn to identify client biases, build stronger trust-based relationships, and deliver bias-aware advice that improves portfolio outcomes. Built for private bankers, wealth managers, and financial advisors. FTS Recognised.

Dates:

Date pending

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$500

Equip yourself with the tools to deliver standout client experiences, uncover referral opportunities, and turn every touchpoint into business growth. Designed for assistant and junior relationship managers. IBF-STS Accredited.

Dates:

15 Oct 2026

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$500

Build a confident digital presence, attract the right prospects, and convert conversations into new client relationships using proven networking strategies. Designed for private bankers, relationship managers, and wealth advisors. IBF-STS Accredited.

Dates:

25 Sep 2026

Duration:

1 Day

CPD Hours:

8

Program Fee:

S$1,300

Develop practical CRM skills to qualify leads, uncover client needs, and build lasting relationships at every interaction. Designed for assistant and junior relationship managers. IBF-STS Accredited.

Dates:

18 Sep 2026

Duration:

½ Day

CPD Hours:

4

Program Fee:

S$500

Gain a clear framework for understanding venture capital, private equity, and private debt — and learn to position alternative assets confidently within client portfolios. For private bankers, wealth managers, and financial advisors. FTS Recognised.

Dates:

Date pending

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$550

Learn to explain cryptocurrency clearly, assess risks objectively, and integrate digital assets into innovative client portfolio strategies. For wealth managers, bankers, and financial advisors. FTS Recognised.

Dates:

Date pending

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$550

Apply AI tools to uncover deeper client insights, personalise UHNW advisory conversations, and accelerate portfolio and revenue growth. For private bankers, relationship managers, and family office professionals. FTS Recognised.

Dates:

Date pending

Duration:

1 Day

CPD Hours:

7

Program Fee:

S$1,200

Understand how investors think, feel, and decide — then apply behavioral and neuroscience insights to sharpen product advisory and build stronger client trust. For relationship managers, private bankers, and portfolio managers. IBF-STS Accredited.

Dates:

20 Oct 2026

Duration:

1 Day

CPD Hours:

8

Program Fee:

S$1,300

A self-paced mobile learning program covering ethics, AML, KYC, data privacy, investment suitability, and cybersecurity through six interactive scenario-based modules. For private bankers and relationship managers. IBF-STS Accredited.

Availability:

Open Enrollment

Duration:

self-paced

CPD Hours:

4

Program Fee:

S$500

Work through real onboarding cases to sharpen KYC and AML judgment, spot red flags early, and build the compliance confidence to protect clients and the bank. For private bankers, wealth managers, and retail bankers. IBF-STS Accredited.

Dates:

13 Oct 2026

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$650

Understand quantum computing concepts and explore their real-world impact on portfolio optimization, risk modeling, and cybersecurity in financial services. For private bankers, wealth managers, and financial advisors. FTS Recognised.

Dates:

22 Sep 2026

Duration:

1/2 Day

CPD Hours:

4.5

Program Fee:

S$550

Learn to identify business vulnerabilities, apply practical risk frameworks, and position ongoing risk monitoring as a trusted advisory tool for clients. For financial advisors, wealth managers, and private bankers. FTS Recognised.

Dates:

27 Nov 2026

Duration:

½ Day

CPD Hours:

4

Program Fee:

S$500

Build the mindset and skills to become a proactive self-starter — setting clear goals, seeking the right support, and having more effective performance conversations with managers. For relationship managers and cross-functional professionals. FTS Recognised.

Dates:

Date pending

Duration:

1 Day

CPD Hours:

7

Program Fee:

S$1,200

Apply the world-renowned SLII® model to diagnose team development levels, flex your leadership style, and coach for sustained performance and engagement. For team leaders in the financial industry. FTS Recognised.

Dates:

Date pending

Duration:

1 Day

CPD Hours:

6.5

Program Fee:

S$1,185

Learn to map stakeholders, align priorities, and influence effectively to secure commitment and build lasting internal and external partnerships. Designed for assistant and junior relationship managers. IBF-STS Accredited.

Dates:

30 Oct 2026

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$500

Learn to guide HNW clients from transactional giving to values-based legacy planning using the G.I.V.E. Framework. For private bankers and relationship managers seeking to deepen client conversations around philanthropy, purpose, and impact. IBF-STS Accredited.

Dates:

27 Oct 2026

Duration:

1/2 Day

CPD Hours:

4

Program Fee:

S$650

Apply the F.A.M.I.L.Y. Framework to lead sensitive intergenerational wealth conversations, navigate family dynamics, and deepen long-term client loyalty. For private bankers and relationship managers. IBF-STS Accredited.

Dates:

Date pending

Duration:

1 Day

CPD Hours:

7

Program Fee:

S$1,500

Build confidence in pitching with conviction and navigating pricing negotiations to achieve win-win outcomes in complex client conversations. For relationship managers, retail bankers, financial advisors, and insurance agents. IBF-STS Accredited.

Dates:

16 Oct 2026

Duration:

1 Day

CPD Hours:

8

Program Fee:

S$1,300

Strengthen sales coaching, pipeline management, and people performance skills to drive measurable business results across your team. For team leaders of private bankers, wealth managers, and retail bankers. IBF-STS Accredited.

Dates:

13 Nov 2026

Duration:

1 Day

CPD Hours:

8

Program Fee:

S$1,300

Build a clear prospecting plan, sharpen your value proposition, and apply proven frameworks to convert leads into new client accounts efficiently. For private bankers, wealth managers, financial advisors, and retail bankers. IBF-STS Accredited.

Dates:

6 Nov 2026

Duration:

1 Day

CPD Hours:

8

Program Fee:

S$1,300