P200826XSH

Certified Private Banker Level 2 - Investment Advisory

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


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

Building on to the skills and knowledge covered in Level 1, this module will focus on managing investment portfolios that have higher complexity. In addition to gaining deeper insights into HNW clients through behavioural finance, this module covers collaboration with investment specialists to design more complex investment solutions based on HNW clients’ needs and the investment policy statement, explanation of investment recommendations and the related risks, managing, monitoring and reviewing of the portfolio, and identifying common investment strategies across cycles, crises and bubbles.

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
E. Investment and Financial Management E2. Behavioural Finance 4
E. Investment and Financial Management E37. Wealth Planning Administration 3
H. Risk Management, Governance and Regulatory Compliance H23. Portfolio and Investment Risk Management 4

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