Certified Private Banker (CPB) Level 2
Program Overview
Elevate Your Expertise. Serve With Distinction.
The Certified Private Banker Level 2 program is your evolution from client service professional to strategic relationship manager—someone who understands the depth, nuance, and emotion behind every HNI relationship.
You’ll gain mastery over cross-border investments, advanced advisory tools, structured products, and global tax planning—while honing your ability to navigate ultra-personalized wealth needs with finesse.
This 120-hour blended journey is grounded in real-life HNW scenarios, private banking frameworks, and elite client engagement techniques. You’ll emerge with the insight and influence to become the trusted confidant for your most valuable clients.
Whether you’re moving into senior RM roles or boutique advisory leadership, CPB Level 2 positions you at the heart of modern private banking excellence.
Modules Coming Soon
We’re building something extraordinary.
Our academic and industry experts are currently crafting a world-class curriculum that blends global best practices, Indian market relevance, and cutting-edge private banking insights.
Stay tuned—this space will soon unveil a learning journey that redefines what it means to be a strategic advisor and elite private banker.
Real insights. Deep immersion. Future-ready skillsets.
Coming your way soon.
Who Should Attend
Perfect for professionals who are:
- CPB Level 1 certified professionals
- Senior Relationship Managers in affluent/HNW verticals
- Investment specialists or wealth product heads
- Advisors expanding into global solutions and trust planning
Certification
Gain the Certified Private Banker Level 2 credential—your mark of excellence in cross-border advisory, global portfolio strategy, and high-touch relationship management.
Note:
Completion requirements include:
- Structured Role-Play Simulations
- Group Case Study Presentation
- Written Final Exam (MCQs + written responses)
- Evaluation Call with Faculty Panel
Go Beyond Client Service. Master Strategic Private Banking.
Join CPB Level 2 and lead the way in global wealth conversations.
Strategic Partnerships
