P200826PJL

Certified Private Banker Level 2 - Digital Wealth Management

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


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
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B6. Customer Relationship Management 4
C. Data Analytics and Information Technology Management C1. Cybersecurity 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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