P200826HWS

Certified Private Banker Level 2 - Wealth Planning

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


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

HNW clients have multiple residences, with family members and assets of all types spread across the globe. Level 2 builds from Level 1, and prepares you to partner specialists to meaningfully identify areas of need that even your HNW client may not have considered. Navigating through complex multi-jurisdictional scenarios, this module addresses tax, Common Reporting Standard (CRS), divorce, bankruptcy, family business succession planning and governance issues.

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: 15 Hr(s)
2 Full Day(s) over 3 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 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 B10. Personal Finance Advisory 4
E. Investment and Financial Management E35. Trust Structuring 3

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