In-House Corporate Training
Run any IBF-accredited momenta program as a private session for your team — tailored content, your schedule, same practitioner-led quality
Why Run It In-House
Why bring training in-house instead of sending staff to public programs?
Built Around Your Team
Every session is calibrated to your bank or firm’s actual products, client segments, and current challenges — not a generic version of the public program.
Train More People, More Efficiently
One session covers your whole team or department at once, rather than sending individuals to separate public dates.
Same Practitioner-Led Quality
Delivered by the same facilitators who run our public IBF-accredited programs — real-world cases, hands-on tools, and live coaching, not a watered-down version.
How does in-house training work?
Tell Us Your Priorities
Share your team’s size, role mix, and the skill gap you’re trying to close.
We Schedule Around You
Choose your own date, venue (your office, ours, or virtual), and format.
We Deliver and Report Back
Your team completes the session, assessments, and CPD logging where applicable; you receive a summary of outcomes.
What can be tailored for your organization?
Length and format (half-day, full-day, multi-day, virtual or in-person)
Combining modules across two or more existing public programs
Role plays using your bank’s actual value proposition and sales process
Assessment style, where CPD or internal certification is required
Frequently Ask Question
What is the minimum group size for an in-house training session?
Can momenta combine content from more than one program into a single in-house session?
- Understanding clients’ unique decision-making styles and behavioral tendencies
- Strategies for building trust and addressing skepticism through empathy and transparency
- Personalizing financial advice using behavioral insights and communication techniques
- Real-world applications: managing loss aversion, overconfidence, and herd behavior in client conversations
Do in-house training sessions still count toward CPD hours or carry IBF accreditation?
Shifts from the advisory conversation to the investment policy itself. You’ll learn how to design portfolios and decision frameworks that are structurally resistant to bias — using automation, scenario planning, predefined rules, and behavioral nudges to reduce the impact of emotional decision-making at critical moments.
- Designing bias-resistant investment policies with clear goals, diversification, and predefined decision rules
- Techniques for rational decision-making: automation, scenario planning, and behavioral nudges
- Incorporating quantitative tools to support bias mitigation in portfolio management
Can in-house training be delivered virtually instead of in person?
- Identifying key biases in live situations: loss aversion, overconfidence, herd behaviour, anchoring, and recency bias
- Techniques to uncover clients’ hidden biases during consultations without creating resistance
- Practical tools for analyzing how biases are impacting portfolio performance
- Activity: case study analysis of client biases in real portfolio decisions
How far in advance do we need to book an in-house program?
The most practical module of the day. You’ll develop the specific diagnostic skills to detect client biases in real time — even when clients aren’t aware of them themselves — and apply tools that help you quantify how those biases are affecting portfolio performance. Includes a structured case study activity.
- Identifying key biases in live situations: loss aversion, overconfidence, herd behaviour, anchoring, and recency bias
- Techniques to uncover clients’ hidden biases during consultations without creating resistance
- Practical tools for analysing how biases are impacting portfolio performance
- Activity: case study analysis of client biases in real portfolio decisions
Who do we contact to scope an in-house training session?
The most practical module of the day. You’ll develop the specific diagnostic skills to detect client biases in real time — even when clients aren’t aware of them themselves — and apply tools that help you quantify how those biases are affecting portfolio performance. Includes a structured case study activity.
- Identifying key biases in live situations: loss aversion, overconfidence, herd behaviour, anchoring, and recency bias
- Techniques to uncover clients’ hidden biases during consultations without creating resistance
- Practical tools for analysing how biases are impacting portfolio performance
- Activity: case study analysis of client biases in real portfolio decisions
Contact / Enquiry
Have a question?
Drop us a message — we’re happy to help you figure out what’s right for your team before you commit to anything.
Penny Tang
penny.tang@momenta.biz
+65 9003 2890
WhatsApp Us
Ready to get a proposal?