Aug 26

All day

Certified Service Adviser (CSA) Level 1 – Successful Account, Client and Stakeholder Management

Aug 29

August 29, 2024 - August 30, 2024

Compliance Module – Compliance Risk and Compliance Culture

Aug 29

5:00 pm - 7:30 pm

Uncovering Opportunities for High Impact

Sep 2

September 2, 2024 - September 6, 2024

Certificate for Family Office Advisors – Advanced

Sep 5

All day

Certified Private Banker (CPB) Level 3 – Managing Change

Sep 6

All day

Certificate in Environment and Social Governance for Family Offices (Intake 3)

Sep 16

All day

Family Office Risk Management & Controls

Sep 16

September 16, 2024 - September 17, 2024

Global-Asia Family Office Summit 2024

Sep 20

All day

Certified Compliance Officer – Foundation Financial Crime Compliance

Sep 20

All day

ESG Risk Management and Controls

Sep 24

September 24, 2024 - September 30, 2024

Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Client Advisory (Sales Strategy)

Sep 25

All day

Certified Compliance Officer – Foundation Compliance – Risks, Ethics and Culture

Sep 25

September 25, 2024 - September 30, 2024

Priority & Retail Banking Certified Adviser (PRCA) Level 2 – Wealth Advisory (Client Investment Suitability and Product Solutions)

Sep 26

September 26, 2024 - September 27, 2024

Compliance Module – Compliance Strategy, Policy and Advice

Sep 30

All day

Certificate in Investing in Innovation

Sep 30

All day

Certified Compliance Officer – Foundation Compliance Policy