P200826UXH

Advanced Certificate in Trust Services

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


Programme Title Advanced Certificate in Trust Services
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

The WMI Advanced Certificate in Trust Services (ACTS) programme equips participants with advanced knowledge, practical techniques and strategies to help clients achieve their long-term succession and wealth preservation objectives. Through the extensive use of case studies, this programme is highly practical in nature. It is designed to highlight the best practices, law and regulations, code of conduct, guidelines and pertinent issues and challenges faced by senior managers and supervisors working in the fiduciary services industry based in Singapore. The programme is relevant to trust professionals with managerial roles in trust administration, and will have an in-depth coverage in relation to trust operation, implementing and administering trust and estate planning structures.

Programme Website http://www.wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 47 Hr(s)
15 Half Day(s) over 1 Month(s)

Core FAA CPD: 10 Hr(s)
Core SFA CPD: 10 Hr(s)
Name of Contact Person: Joewe Neo
Designation Assistant Director
DID 69047319
Email joeweneo@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A13. Ethical Culture 4
B. Customer Relationship and Stakeholder Management B11. Service Challenges 4
E. Investment and Financial Management E35. Trust Structuring 4
E. Investment and Financial Management E37. Wealth Planning Administration 4
F. People Management F2. People Performance Management 4
G. Product, Sales and Market Management G13. Market Specialisation 4
H. Risk Management, Governance and Regulatory Compliance H5. Corporate and Business Law Application 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 3
H. Risk Management, Governance and Regulatory Compliance H25. Regulatory Compliance 3
H. Risk Management, Governance and Regulatory Compliance H30. Risk Management 4

Find out more