P200827COR

Priority & Retail Banking Certified Adviser - Client Advisory (Sales Strategy)

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


Programme Title Priority & Retail Banking Certified Adviser - Client Advisory (Sales Strategy)
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. This module covers skills to develop and implement a plan for growing one’s AUM and clients through applying skills related to identifying prospects, assessing client suitability, fostering trust and securing clients’ decisions within regulatory and ethical parameters. The session will also cover skills on handling service lapses and stakeholders. The use of role plays during the session as well as in the assessment, will allow individuals to apply and practice on using a sales advisory approach when presenting solutions to clients.

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 B3. Customer Acquisition 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 B11. Service Challenges 4
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 3

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