| 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.
This module covers the skills necessary to formulate and apply plans for existing clients with the aim of deepening relationships through a wider understanding of the client’s needs, uncovering opportunities through account review and leveraging on specialists and internal stakeholders. The individual will learn how to apply a framework to better understand the
client’s met and unmet needs and wants. Client account optimisation, negotiation skills and retention strategies will also be shared. This module will enable individuals to gain new skills and insights to achieve a collaborative and meaningful client relationship.
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