P191003LEB

Certified Wealth Management Advisor (CWMA)

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Certified Wealth Management Advisor (CWMA)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Fitch Learning Singapore Pte Ltd
Purpose of Programme

To support relationship managers and investment consultants to successfully pass the SAQ CWMA, the gold standard certification in wealth management. The CWMA is the industry benchmark in wealth management advice to promote best practice advisory services for private clients.

Programme Website https://www.fitchlearning.com/cwma/
Programme Prospectus Click here to download file
Type of Programme Assessment
Industry Segment Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 6 Hr(s)
0 Full Day(s) over 24 Week(s)

Core FAA CPD: 1 Hr(s)
Core SFA CPD: 0 Hr(s)
Name of Contact Person: Ivy Kong
Designation Programme Manager
DID 65729795
Email Ivy.Kong@fitchlearning.com
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A3. Business Negotiation 4
A. Business Development and Strategy Management A4. Business Opportunities Development 4
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B1. Account Management 4
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 4
B. Customer Relationship and Stakeholder Management B6. Customer Relationship Management 4
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
B. Customer Relationship and Stakeholder Management B11. Service Challenges 4
E. Investment and Financial Management E2. Behavioural Finance 3
E. Investment and Financial Management E10. Client Investment Suitability 4
E. Investment and Financial Management E37. Wealth Planning Administration 3
G. Product, Sales and Market Management G11. Industry Knowledge (Products): Private Banking and Wealth Management 3
G. Product, Sales and Market Management G13. Market Specialisation 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4
H. Risk Management, Governance and Regulatory Compliance H17. Industry Knowledge (Laws and Regulations): Private Banking and Wealth Management 3
H. Risk Management, Governance and Regulatory Compliance H23. Portfolio and Investment Risk Management 4

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