P200826CIA

Certified Private Banker Level 2 - Market Specialisation (China)

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


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

Building on the foundation skills and knowledge covered in Level 1 Market Specialisation – China, this module 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, global insurance, philanthropy, tax, trust funds, inter-generational wealth preservation and transfers. There will also be broad coverage on how to manage a Greater China Client Advisor Team.

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: 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

Find out more