The aim of the course is to provide Relationship Managers and other front line staff in private banking and wealth management with the skills necessary to engage with customers, provide solutions, gather feedback and manage customer satisfaction for a given account.
The aim of the course is to provide Relationship Managers and other front line staff in private banking and wealth management with the skills necessary to engage with customers, provide solutions, gather feedback and manage customer satisfaction for a given account.
By the end of this one-day course, participants will be able to:
The Institute of Banking and Finance Singapore (IBF) was established in 1974 as a not-for-profit industry association to foster and develop the professional competencies of the financial industry.
IBF represents the interests of close to 200 member financial institutions including banks, insurance companies, securities brokerages and asset management firms. In partnership with the financial industry, government agencies, training providers and the trade unions, IBF is committed to equip practitioners with capabilities to support the growth of Singapore’s financial industry.
IBF is the national accreditation and certification agency for financial industry competency in Singapore under the Skills Framework for Financial Services, which were developed in partnership with the industry. Individuals who complete the IBF-accredited skills training programmes and meet the relevant criteria may apply for IBF Certification.
IBF also administers regulatory examinations on behalf of the Monetary Authority of Singapore, as well as industry examinations such as the Client Advisors Competency Standards and Financial Markets Regulatory and Practices Certificate Programme.
Since 2018, IBF is the appointed programme manager for the administration of career conversion programmes for the financial industry supported by Workforce Singapore. As programme manager, IBF will partner financial institutions to re-skill employees for expanded roles and opportunities in growth areas.
IBF also provides personalised career advisory to Singapore Citizens and Singapore Permanent Residents exploring a new role in, or career switch into the financial industry, under IBF Careers Connect. Since mid-October 2020, IBF has been appointed by the National Jobs Council as the Jobs Development Partner for the financial industry.
A good understanding of accounting is vital to the success of any professionals. It is essential to be able to understand and ask the right questions when reviewing proposal, budgets and financial statements.
Accounting training is offered by Global Training Partners. University professors and national experts create our course curriculum.
Executive Diploma In Accounting & Finance (SBP) course is offered by Ashford College of Management & Technology. Our curricula meet the needs of our students, equipping them well for future academic studies and career development.
This workshop is to help those professionals who have little or no knowledge of finance and accounting to have better understanding of business or organisational finance matter and financial awareness in order to agree and manage budgets effectively and appreciate core finance principles.
It includes the double-entry system of bookkeeping, preparation of financial statements, accounting for assets such as cash and inventories and the importance of controls over these assets, as well as analysis of financial statements using ratios.
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