P210622ZND

Advanced Diploma in Wealth Management - Investment Product Strategies

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


Programme Title Advanced Diploma in Wealth Management - Investment Product Strategies
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

Having a good understanding of different investment products and when and how to use them effectively over an investment cycle is critical for investment advisors and asset managers. This course provides an overview of various investment products and strategies for implementing them over an investment cycle. It also provides a framework for implementing them over an investment cycle. The course relies heavily on scenario simulations for a more applied approach to the subject matter.

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: 19.5 Hr(s)
2 Full Day(s) over 1 Month(s)

Core FAA CPD: 5 Hr(s)
Core SFA CPD: 5 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 G15. Product Advisory 4

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