P200826BAG

Certificate In Trust Services

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


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

The WMI Certificate in Trust Services (CTS) programme provides participants with a comprehensive overview of the wealth & estate planning industry in Singapore and the fundamental tools and solutions available to achieve their client’s long-term financial succession and preservation objectives. The WMI CTS programme is taught by highly qualified senior practitioners from the wealth and estate planning industry and covers topics including trust regulations and practices, taxation, client advisory and trust structuring, trust management and operations as well as risk management

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: 37 Hr(s)
12 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 3
B. Customer Relationship and Stakeholder Management B11. Service Challenges 3
E. Investment and Financial Management E35. Trust Structuring 3
G. Product, Sales and Market Management G13. Market Specialisation 3
H. Risk Management, Governance and Regulatory Compliance H5. Corporate and Business Law Application 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 2
H. Risk Management, Governance and Regulatory Compliance H25. Regulatory Compliance 3

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