P200827VAY

Priority Banking Certified Advisor-Level 1

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


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

The Priority Banking Certified Advisor-Level 1 (PBCA) is accredited against the IBF Standards Level 1 priority banking. PBCA builds on top of the knowledge acquired in the Capital Markets and Financial Advisory Services (CMFAS) exams and provides a deeper understanding of the wealth management knowledge and skills required to manage affluent clients successfully.

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, Retail Banking
Location of Training
Training Duration/ CPD Hours: Total: 29 Hr(s)
4 Full Day(s) over 2 Week(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
A. Business Development and Strategy Management A3. Business Negotiation 4
A. Business Development and Strategy Management A13. Ethical Culture 3
B. Customer Relationship and Stakeholder Management B1. Account Management 4
B. Customer Relationship and Stakeholder Management B6. Customer Relationship Management 3
B. Customer Relationship and Stakeholder Management B8. Networking 4
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 3
B. Customer Relationship and Stakeholder Management B11. Service Challenges 4
E. Investment and Financial Management E10. Client Investment Suitability 4
G. Product, Sales and Market Management G13. Market Specialisation 4
G. Product, Sales and Market Management G15. Product Advisory 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 3
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 4

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