Certified Private Banker (CPB) Level 1

> Certified Private Banker (CPB) Level 1

Certified Private Banker (CPB) Level 1

Program Overview

Step into the World of Affluent Relationship Management

The Certified Private Banker Level 1 program is designed for experienced bankers seeking to elevate their expertise in serving high-net-worth clients.

It sharpens your skills in client discovery, portfolio advisory, investment strategies, and relationship excellence—preparing you to meet the complex needs of affluent individuals and families with confidence.

This 120-hour blended journey combines immersive case studies, advisory role-plays, and wealth strategy frameworks, enabling you to build enduring, trust-based relationships.
Rooted in global private banking standards and adapted for the Indian HNI landscape, this certification empowers you to grow your client book, strengthen your advisory influence, and step into elite private banking roles with distinction.

Modules

Step into the world of elite private banking.

Each module dives deep into the skills, insights, and influence you need to serve the ultra-affluent. From structured products and offshore advisory to HNWI psychology and digital credibility, this program brings you the mindset and mastery required for next-level client relationships. It’s built to help you navigate complexity, deliver strategic advice, and thrive in high-touch, high-stakes environments.

Step into the world of elite private banking with a deep dive into the evolution of global wealth, the rise of family offices, and India’s emerging role on the international wealth map. Explore how ESG, digital innovation, and sustainability are reshaping the sector, and prepare for the future with insights on cross-border flows and next-gen advisory models.

Move beyond traditional products and gain fluency in structured solutions like ELNs, autocallables, and reverse convertibles. Understand the complexities of alternative investments—from hedge funds to private equity—and learn to craft cross-border strategies and offshore structures that resonate with today’s global Indian client. Explore GIFT City as a strategic gateway to global wealth solutions.

Master the regulatory frameworks that define private banking across borders—SEBI, FATCA, CRS, RBI, and more. Tackle ethical dilemmas in fiduciary roles, and adopt AI-powered compliance and RegTech tools for real-time risk mitigation. Build confidence with frameworks to manage cross-border risk, reputational exposure, and elevated client scrutiny.

Build resilient, high-performance portfolios for HNWIs and UHNWIs using strategic and tactical asset allocation, derivatives, and hedging strategies. Optimize investment decisions under volatile macro conditions and apply behavioral finance insights to align client behavior with long-term wealth goals.

Understand what truly moves high-net-worth clients—from luxury lifestyle cues to emotional triggers. This module sharpens your ability to engage with gravitas, map client goals to their identity, and build trust in high-touch environments where relationships define value.

Refine your executive presence to own the room—whether in client meetings, boardrooms, or C-suite engagements. Build a powerful digital persona with LinkedIn and thought leadership, and master the art of influencing key stakeholders within your bank and across client ecosystems.

Guide clients through the most sensitive wealth conversations—succession, estate planning, family governance, and philanthropy. Understand cross-border tax implications, manage multi-jurisdictional structures, and help build enduring legacies through next-gen engagement and family continuity planning.

Shift from product-pushing to advisory-led selling that adds real value. Craft compelling narratives, become a financial coach and mentor, and tap into referral networks and centers of influence. Learn how to win and retain elite clients by building trust, not just transactions.

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Who Should Attend

Perfect for professionals who are:

  • Private or priority relationship managers with 5+ years of experience
  • Managing HNI/Ultra HNI clients and aiming to level up to strategic advisory roles
  • Aspiring to lead in private banking, family office, or boutique wealth firms
  • Looking to master advanced investment products, cross-border structuring, and client engagement excellence
  • Eager to build executive presence, digital fluency, and gain an edge in competitive banking environments

Certification

Earn the Certified Private Banker – Level 1 credential—your entry into the top tier of wealth advisory. Recognized for its depth, rigor, and industry alignment, this certification signals that you’re ready to engage UHNW clients, advise across borders, and lead with insight and integrity. A powerful step toward private banking leadership.

Accreditation

Certification

Note:

  • Total Program Duration: 120 hours
    • 64 hrs In-person classroom
    • 16 hrs Live online (Zoom)
    • 40 hrs Self-paced eLearning
  • Delivered through real-world case simulations, advisory conversations, and peer role-play
  • Mentorship from seasoned leaders in private wealth, investments, and HNWI advisory
  • Completion requires:
    • Final written exam
    • Live role-play simulation
    • Case presentation (evaluated by expert faculty)

Accelerate your ascent.

Step into the world of strategic private banking with the most immersive certification in the industry.
Enroll now for Certified Private Banker Level 1 and lead from the front.

Apply Now
Program Overview, Modules, Who Should Attend, Certification.
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