GAFM-CIPB Exam Information and Outline
Certified International Private Banker (CIPB)
Syllabus Update Checked on: October 30, 2026
GAFM-CIPB Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official GAFM-CIPB 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 Industry and Client Segments
- HNW and UHNW clients
- Wealth Management Process
- Client discovery and planning
- Investment Products and Portfolio Management
- Asset allocation and product selection
- Credit and Lending for HNWIs
- Lombard loans and structured lending
- Estate, Trust and Tax Planning
- Succession and trusts
- Relationship Management
- Client service and retention
- Compliance, KYC and AML
- Suitability and regulatory obligations