| Programme Title |
Certified Private Banker Level 2 - Digital Wealth Management
|
| Programme Scheme |
IBF-STS and, Core FAA / SFA CPD
|
| Training Provider |
Wealth Management Institute Limited
|
| Purpose of Programme |
This module adds on to future-ready skills and knowledge acquired in Level 1. It examines how digital technology can create meaningful engagement touchpoints and how data visualisation tools provide new business and HNW client insights. This module also helps you understand new risk paradigms in the digital workplace so as to minimise fraud and cybersecurity breaches, how artificial intelligence works and how to integrate Robo-Advisory into the investment advisory process so as to help you stay relevant and more effective.
|
| Programme Website |
http://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: 10 Hr(s)
1 Full Day(s) over 3 Month(s)
Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 Hr(s)
|
| Name of Contact Person: |
Ethel Lim
|
| Designation |
Programme Manager
|
| DID |
96277937
|
| Email |
ethellim@wmi.edu.sg
|
