P210810KLT

Certified Private Banker Level 2 - Wealth Planning

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


Programme Title Certified Private Banker Level 2 - Wealth Planning
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

HNW clients have multiple residences, with family members and assets of all types spread across the globe. WMI Certified Private Banker Level 2 Wealth Planning module builds from Level 1, and prepares you to partner specialists to meaningfully identify areas of need that even your HNW client may not have considered. Navigating through complex multi-jurisdictional scenarios, this module addresses tax, Common Reporting Standard (CRS), divorce, bankruptcy, family business succession planning and governance issues.

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: 15 Hr(s)
2 Full Day(s) over 3 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 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 B10. Personal Finance Advisory 4

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