P201110AAC

Advanced Diploma in Wealth Management - Data Science and Fintech I

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


Programme Title Advanced Diploma in Wealth Management - Data Science and Fintech I
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

The objective of this course is to create a digital culture and mindset in wealth managers. This module provides an understanding of the importance of having a digital mindset in a fast-changing technological landscape. It will trace the evolution of financial technology in the global financial market and how institutions and regulators are adjusting to this disruptive force. These new technologies come with new threats, requiring a good understanding of cybersecurity, digital hygiene and integrity, and best practices in digital risk management. The digitalisation of financial services is transforming asset and wealth management at an unprecedented pace. It is therefore critical that asset and wealth managers are trained to know their impacts and potential developments to be appropriately future ready.

Programme Website https://www.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: 19.5 Hr(s)
2 Full Day(s) over 1 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 B6. Customer Relationship Management 4
C. Data Analytics and Information Technology Management C1. Cybersecurity 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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