P200827EYT

Priority & Retail Banking Certified Adviser - Wealth Advisory (Financial and Investment Planning)

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


Programme Title Priority & Retail Banking Certified Adviser - Wealth Advisory (Financial and Investment Planning)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

WMI Priority and Retail Certified Adviser (PRCA) Level 2 programme is designed to equip an individual with the full range of required wealth management competencies and applied skills to serve the retail and priority clients. This programme is suitable for individuals in a client advisory role managing affluent clients. There are five modules in this programme that cover the full range of wealth management skills and competencies across sales, relationship management, financial & investment advisory, portfolio solutions, ethics and rules & regulations. Each module is individually accredited to provide the flexibility of completing them separately based on the individual’s preferred schedule and learning pace. Priority & Retail Banking Certified Adviser - Wealth Advisory (Financial and Investment Planning) module covers the benefits and process of a financial advisory approach and how this can be applied to identify clients’ needs based on different profiles and life stages. The session will adopt a framework which covers the core focus of most clients and how this can be leveraged to start client conversations and arrive at a plan which considers investments, insurance, assets & liabilities and sources of current and future income. The individual will gain insights on key considerations on how to identify the features and benefits of each recommendation with the needs of the client.

Programme Website http://wmi.edu.sg/programmes/priority-banking/prcal2/
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: 8.5 Hr(s)
1 Full Day(s) over 5 Month(s)

Core FAA CPD: 3 Hr(s)
Core SFA CPD: 3 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 5
G. Product, Sales and Market Management G13. Market Specialisation 4
G. Product, Sales and Market Management G15. Product Advisory 4

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