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Learning

Online Training

The Hubbis learning management system (LMS) is a purpose-built stand-alone solution for wealth management training. We enable wealth management professionals to increase their knowledge, skills and confidence through innovative and cost-effective learning and development tools. We give HR and compliance managers the ability to build learning plans, apply those plans to defined groups and track and record each individual’s learning progress. We provide all of the tools and training courses required via one single source - a continuously available, secure internet portal. The Hubbis LMS can be accessed immediately and does not require integration into existing corporate systems.

  • Simple access through an internet portal that is available 24 hours a day, 365 days a year
  • Over 100 hours of learning content to enable users to conveniently earn CPT/CPD points
  • Integration of both online and offline learning in a single account per user

Click here to get more information on our training platform

  • More than 75 learning and development modules - on the core skills, knowledge and disciplines neededfor success in the Asian wealth management industry
  • Continuous platform development - new training courses and upgraded functionality
  • Over 100 hours of market and product updates, through targeted, practical, independent, timely and Asia-focused videos and editorial which are updated weekly on our website
Click the links below for further information:

Why should I sign up today?
  • Users can complete ongoing CPD/CPT obligations quickly and efficiently
  • Users can logon from anywhere and at any time
  • The platform offers an enjoyable, engaging and interactive learning experience
  • The platform is easy-to-use and continuously updated
  • Users and administrators can easily create custom-made learning plans
  • The relevant, practical and timely content provided can improve users effectiveness and efficiency
  • Users can hear up-to-date, expert commentary on key topics from market leaders
  • Userscan easily track and record training and development progress and achievements
  • Users can easily consolidate other, non-Hubbis training into a single training record on the Hubbis platform
  • Individuals can retain access to their complete training record even after moving to another institution

How does it work?

LMS users can logon from anywhere, at any time.

Content on the platform is divided into learning modules, expert insights and expert presentations.

Our learning modules are in-depth training courses lasting between 30 minutes and 1 hour. Expert insights are bite-sized videos and articles from Hubbis.com. Expert presentations are recorded at Hubbis forum events. Each of these training options is combined with an assessment to measure the user’s understanding of the content and each allows users to earn timecredits towards their annual continuing professional education requirement.

The LMS has been designed to be as user-friendly as possible. Users can choose from a range of individual courses. Users and Administrators can also create custom-made learning plans - tailored to individuals’ and groups’ experience and training needs.

The platform and content are based on interviews with, and feedback from, leading private banks, wealth management firms and other market practitioners, many of whom are also users of the platform.

Once a user has completed a training session, the system provides an authenticated certificate with a unique user ID. The LMS also provides printable summaries of all certification awarded, by date range, specifying which courses have been completed; when each course was completed; and the grade achieved.

Users can maintain access to their complete training record and certificates even after they move to another institution.


What topics does the training cover?

Our content covers the following main areas within Asian wealth management:

  • The wealth management industry
  • Acquiring and retaining clients
  • Investment strategy and products
  • Asset allocation and portfolio construction
  • Wealth transfer and trusts
  • Behavioural finance
  • Regulation and compliance

Is the LMS secure and is my privacy protected?

Access to personal details and training records is password protected in a secure user environment.

Hubbis performs regular data back-up for recovery and verification purposes.


What are the technical requirements?

Internet Explorer 8 or higher / FireFox 3.6 or higher / Safari 5 or higher

JavaScript, cookies and pop-ups must be enabled for the Hubbis domain: www.hubbis.com

Some of Hubbis v1 courses (which are being phased out in 2013) require Flash Player 8.0 or higher


Who is Hubbis?

We aim to become the leading provider of independent content and training for anyone working within wealth management and private banking in Asia. We do this by constantly striving to create new content, functionality and experiences through our website, training platform, events and consultancy.

This underpins our effort to build a community of like-minded professionals who can inspire and challenge market participants as well as those looking to join the industry. Our ambition is to help everyone become more passionate, professional and better educated - so that they can provide suitable and trusted advice for their clients.

We also provide educational content to help high net worth individuals in Asia understand how best to manage their wealth, and how they can better manage their relationships with professional advisers.

Click here to get more information on our training platform

Multiple subscriptions

Want to buy more than one subscription?

If you would like to buy 5 subscriptions or more for your institution - you qualify for a discount.

A company-wide subscription gives you access to much more functionality as part of a comprehensive training and talent development framework. This includes the option to have a company administrator, to designate team leaders, and to create bespoke learning plans for all staff.

For more details on how to buy multiple subscriptions, contact us at enquiries@hubbis.com




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