E-LEARNING COURSE for individuals and businesses
Cross-border Country-specific – Private Banking
ABOUT THIS course
The Cross-border Country-specific Private Banking e-Learning course equips participants with the knowledge and skills to manage cross-border interactions confidently and in compliance with specific jurisdictional requirements. Drawing on the BRP Bizzozero & Partner SA Country Manuals Private Banking, this training helps reduce regulatory risks while enhancing staff competence.
The course combines knowledge transfer with practical application. Participants will explore key areas such as prospecting, negotiation, and reporting through real-world simulations. Successful completion of the assessment earns a certificate, demonstrating country-specific cross-border expertise.
TIME
Approximately 45 minutes
LANGUAGE
English
SAQ CREDITS
0.75h
PREREQUISITES
None, although completion of the Cross-Border Foundation course is highly suggested.
TARGET AUDIENCE
Anyone who may come in contact with clients and/or prospects.
CERTIFICATION
Upon successful completion, participants will obtain an SAQ-certified certificate.
ASSESSMENT
A formal assessment consisting of 15 multiple choice questions with a passing grade of 80% forms a part of this course. For SAQ certification, the formal assessment consists of 20 multiple choice questions.
PURCHASE
This course is available as part of a corporate offer or individual purchase.
FAQ
The course provides country-specific guidance on cross-border private banking regulations, covering scenarios like prospecting, negotiations, marketing, and reporting.
Employees who have completed the Cross-Border Foundation course and work with private banking clients in different countries. Completion of the Cross-Border Foundation course is recommended.
A 15 to 20-question assessment with an 80% passing score is required to earn a certificate, with SAQ certification available.
TALK TO AN EXPERT
Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.