P200826MVE

Certified Private Banker Level 2 - Market Specialisation (Indonesia)

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


Programme Title Certified Private Banker Level 2 - Market Specialisation (Indonesia)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

This module teaches the relevant aspects of regulation laws and HNW client behaviour that impact wealth management services in Indonesian markets. It teaches application of deeper skills and knowledge in more complex case studies that include, but not limited to, business succession, building offshore assets, global wealth management, insurance, philanthropy, tax, trust funds, inter- generational wealth preservation and transfers. There will also be broad coverage on how to building up the talent pool and managing Indonesia Client Advisor Team.

Programme Website http://wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Services, Private Banking and Wealth Management
Location of Training
Training Duration/ CPD Hours: Total: 8 Hr(s)
1 Full Day(s) over 3 Month(s)

Core FAA CPD: 0.5 Hr(s)
Core SFA CPD: 0.5 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
G. Product, Sales and Market Management G13. Market Specialisation 4

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