Our suite of courses, IBF STS and IBF FTS accredited or with accreditation pending, and supplementary courses, are designed specifically for the wealth management professional. These courses will improve your knowledge and skills to ensure you meet the needs of your clients more effectively. All the courses will count towards your annual CPD target. The IBF accredited content is mapped to the IBF’s Skills Framework for Financial Services.
Our Private Banking & Wealth Management specialisms include: Account Management (STS ACCREDITED), Business Negotiation (STS Accreditation Pending), Conflict Management (STS ACCREDITED), Customer Acquisition Management (STS Accreditation Pending), Customer Experience Management (STS Accreditation Pending), People Performance Management (STS Accreditation Pending), Approaching your Clients with Confidence (FTS ACCREDITED), and Handling Difficult Client Conversations (FTS ACCREDITED). Please note that some of these programmes are submitted to IBF with STS and/or FTS accreditation pending. You can find out more information on funding subsidies on the IBF website. Click for more info on IBF STS or IBF FTS.
ACCOUNT MANAGEMENT
STS Accredited Classroom Facilitated Training Skills Category: Customer Relationship and Stakeholder Management Duration: 1-day CPD hours: 7 Proficiency Level: 3
BUSINESS NEGOTIATION
STS Accreditation Pending Classroom Facilitated Training Skills Category: Business Development and Strategy Management Duration: 1-day CPD hours: 7 Proficiency Level: 4
CONFLICT MANAGEMENT
STS Accredited Classroom Facilitated Training Skills Category: Customer Relationship and Stakeholder Management Duration: 1-day CPD hours: 7 Proficiency Level: 2
CUSTOMER ACQUISITION MANAGEMENT
STS Accreditation Pending Classroom Facilitated Training Skills Category: Customer Relationship and Stakeholder Management Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 3
CUSTOMER EXPERIENCE MANAGEMENT
STS Accreditation Pending Classroom Facilitated Training Skills Category: Customer Relationship and Stakeholder Management Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 2
PEOPLE PERFORMANCE MANAGEMENT
STS Accreditation Pending Classroom Facilitated Training Skills Category: People Management Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 4
APPROACHING CLIENTS WITH CONFIDENCE
FTS Accredited Classroom Facilitated Training Skills Category: Critical Core Skills (CCS) Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 4
HANDLING DIFFICULT CLIENT CONVERSATIONS
FTS Accredited Classroom Facilitated Training Skills Category: Customer Relationship Management Duration: 1-day CPD hours: 7 Proficiency Level: 4
FTS Accredited Synchronous e-Learning Skills Category: Customer Relationship Management Duration: 1-day CPD hours: 7 Proficiency Level: 4
Our Technical Overviews include multiple FTS/STS skills categories: Product, Sales and Market Management with the following courses; Financial Markets Essentials, Corporate Banking Essentials, Overview of Private Banking and Wealth Management all STS Accredited. And, Financial Markets ), Overview of Corporate Banking , Overview of Private Banking and Wealth Management and Banking Foundation all FTS Accredited. Banking Foundations is accredited for both classroom facilitated training and synchronous e-Learning. In the Risk Management, Governance and Regulatory Compliance skills category our Risk Management Principles course is STS Accredited.
FINANCIAL MARKETS ESSENTIALS
STS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: Structure of a Bank; 1/2-day, Treasury & Markets; 2 days CPD hours: 16.5 Proficiency Level: 2
FINANCIAL MARKETS
FTS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: Structure of a Bank; 1/2-day, Treasury & Markets; 1 day CPD hours: 9 Proficiency Level: 2
CORPORATE BANKING ESSENTIALS
STS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: 2-days CPD hours: 14 Proficiency Level: 2
OVERVIEW OF CORPORATE BANKING
FTS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 2
OVERVIEW OF PRIVATE BANKING AND WEALTH MANAGEMENT
STS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 2
RISK MANAGEMENT PRINCIPLES
STS Accredited Classroom Facilitated Training Skills Category: Risk Management, Governance and Regulatory Compliance Duration: 1/2-day CPD hours: 3.5 Proficiency Level: 3
BANKING FOUNDATION
FTS Accredited Classroom Facilitated Training Skills Category: Product, Sales and Market Management Duration: 1-day CPD hours: 7 Proficiency Level: 2
FTS Accredited Synchronous e-Learning Skills Category: Product, Sales and Market Management Duration: 1-day CPD hours: 7 Proficiency Level: 2
Our supplementary Private Banking & Wealth Management specialisms include: Advisory Skills for Private Banking, Effectively Using Client Personas in Private Banking/ Wealth Management, Leading the Private Banking Team, Networking Skills for Private Bankers, Positively Communicating Fee Changes, Retaining and Growing your Clients and Sharing your ESG Story. Please note that the following courses are not IBF STS or FTS accredited but will count towards annual CPD targets.
ADVISORY SKILLS FOR PRIVATE BANKERS
Duration: 2-days CPD hours: 14 • Utilise a structured sales model (CIRCLES™) • Use a questioning technique designed for the challenges of selling financial solutions • Apply the concepts of effective relationship building
EFFECTIVLEY USING CLIENT PERSONAS IN PRIVATE BANKING/ WEALTH MANAGEMENT
Duration: 1/2-day CPD hours: 3.5 • Apply the concept of client personas within client communication • Adapt communication style to different client to create rapport • Influence different personas ethically
LEADING THE PRIVATE BANKING TEAM
Duration: 2-days CPD hours: 14 • Identify common private bankers’ personas and how to adapt to them • Lead your team to make the most of new opportunities • Motivate your team effectively coach private bankers
NETWORKING SKILLS FOR PRIVATE BANKERS
Duration: 1/2-day CPD hours: 3.5 • Distinguish a business development conversation from a networking one • Networking strategies: vertical and horizontal • How to move your network contact into a business development
POSITIVELY COMMUNICATIING FEE CHANGES
Duration: 1/2-day CPD hours: 3.5 • Effectively communicate the rationale behind fee changes • Use the concept of “rightservicing” to ensure that fees and service levels are connected • Use the concept of “consensus” when justifying fee changes
RETAINING AND GROWING YOUR CLIENTS
Duration: 1/2-day CPD hours: 3.5 • Be able define the factors that create a deep client relationship • Ensure that services are sold on value, not price • Move relationship from vendor to partner
SHARING YOUR ESG STORY
Duration: 1/2-day CPD hours: 3.5 • Creating ESG talking points/connection stories • Telling the ESG corporate story • Differentiating your ESG story
The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.
We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?
Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..
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