P200826CRQ

Certified Private Banker Level 1 - Wealth Planning

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


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

There are many risks in life, including death, divorce, disability or bankruptcy. This module aims to build your confidence to bring up purposeful wealth planning discussions with HNW clients, in partnership with relevant specialists, so as to uncover solutions that will protect their wealth for generations to come. It addresses topics such as basic legal and tax concepts used in wealth planning, the typical solutions available to facilitate fiscally transparent asset protection, residence planning, trust and succession planning.

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)
1.5 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
G. Product, Sales and Market Management G15. Product Advisory 2

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