P210323KWM

Priority & Retail Banking Certified Adviser Programme - Growing Your Business

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


Programme Title Priority & Retail Banking Certified Adviser Programme - Growing Your Business
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

This session brings together what was learned in Priority & Retail Banking Certified Adviser Programme (PRCA) Module 3 and Module 4. It encourages the learner to adopt a business owner mindset and perspective when managing affluent to high-net-worth clients. The adviser or manager who sees their portfolio of clients through the lens of a business owner will adopt a longer-term view to ensure the business grows and remains sustainable. The learner will be taught critical skills such as developing and setting a business plan, managing internal or external stakeholders as well as understanding the risk, regulations, and ethics governing client engagement and recommendations.

Programme Website http://wmi.edu.sg/programmes/priority-banking/prcal3/
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: 16 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
A. Business Development and Strategy Management A5. Business Performance Management 5
A. Business Development and Strategy Management A6. Business Planning 5
A. Business Development and Strategy Management A13. Ethical Culture 5
A. Business Development and Strategy Management A19. Strategy Planning 5
B. Customer Relationship and Stakeholder Management B7. Market Profiling 5
B. Customer Relationship and Stakeholder Management B11. Service Challenges 3
B. Customer Relationship and Stakeholder Management B12. Stakeholder Management 5
E. Investment and Financial Management E5. Budgeting 4
E. Investment and Financial Management E6. Business Environment Analysis 5
H. Risk Management, Governance and Regulatory Compliance H3. Business Risk Assessment 4

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