CPBM Exam Information and Outline
Certified Private Banking Manager
Syllabus Update Checked on: October 30, 2026
CPBM Exam Syllabus & Study Guide
Before you start practicing with our exam simulator, it is essential to understand the
official CPBM exam objectives. This course outline serves as your roadmap.
The information below reflects the 2026 syllabus defined by
AIWMI.
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 and case-based examination
- Private Banking Landscape
- Business models, client segments (HNI/UHNI) and value propositions
- Client Relationship Management
- Client acquisition, profiling and suitability
- Investment Advisory
- Asset allocation, portfolio construction and product selection
- Equities, fixed income, mutual funds, structured products and alternatives
- Credit and Lending Solutions for HNIs
- Wealth, Estate and Succession Planning
- Tax and Cross-Border Considerations
- Risk, Compliance and KYC/AML
- Ethics and Professional Conduct