P200826YDV

Certified Private Banker Level 2 - Product Strategies

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


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

In an ever-interconnected world, access to financial information has become more widespread. As such, it is imperative to have a solid understanding of how different investment products behave in periods of market volatility and dislocation. Building on the knowledge covered in CACS Paper 2, this module addresses when and how to deploy various investment products effectively, useful strategies, and provides a framework across investment cycles.

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: 8 Hr(s)
1 Full Day(s) over 1 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 G11. Industry Knowledge (Products): Private Banking and Wealth Management 3

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