Our suite of courses (IBF STS and IBF FTS accreditation pending) are designed specifically for 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 content is mapped to the IBF’s Skills Framework for Financial Services.
Our Private Banking & Wealth Management specialisms include: Account Management (ACCREDITED), Conflict Management (ACCREDITED), Customer Acquisition Management, Customer Experience Management, Business Negotiation, People Performance Management, Approaching your Clients with Confidence (ACCREDITED) and Handling Difficult Client Conversations.
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.
Our further 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.
Our Technical Overviews include two skills categories. Our FTS/STS offering is the Product, Sales and Market Management skills category with the following courses: Financial Markets (ACCREDITED), Overview of Corporate Banking (ACCREDITED) and Overview of Private Banking and Wealth Management (ACCREDITED).
Our STS skills category is Risk Management, Governance and Regulatory Compliance and includes our Risk Management Principles (ACCREDITED) course.
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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