GAFM-CPB Exam Information and Outline
Certified Chartered Private Banker (CPB)
Syllabus Update Checked on: October 30, 2026
GAFM-CPB Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-CPB exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
GAFM.
Below are complete topics detail with latest syllabus and course outline, that will help you good knowledge about exam objectives and topics that you have to prepare. These contents are covered in questions and answers pool of exam.
- Exam Format
- Online multiple-choice certification examination following the GAFM Accredited Certification Training Program (ACTP)
- Private Banking Fundamentals
- Business model and client segments
- Client Profiling and Suitability
- Risk profiling and suitability rules
- Investment Advisory and Portfolio Management
- Discretionary and advisory mandates
- Wealth Structuring and Estate Planning
- Trusts and holding structures
- Lending and Credit Solutions
- Lombard and mortgage lending
- Relationship Management
- Client service models
- Regulation, AML and Ethics
- KYC, AML and conduct rules