P200826HDS

Certified Private Banker Level 1 - Market Specialisation (China)

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


Programme Title Certified Private Banker Level 1 - Market Specialisation (China)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

The highly competitive wealth management landscape in Asia demands a prerequisite knowledge about the culture, current sensitivities, market dynamics and evolving regulations in key markets such as China, India and Indonesia. This elective module focuses on China, addresses differences in mind-set between generations of HNW clients, paradigm shifts as a result of internationalisation, essential skills to develop trust, and building long lasting relationships with HNW clients.

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: 1 Hr(s)
Core SFA CPD: 1 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