P210810WFX

Certified Private Banker Level 1 - Investment Advisory

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


Programme Title Certified Private Banker Level 1 - Investment Advisory
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

In the age of Fintech and Robo-Advisors, competition for share of HNW’s wallet becomes more intense. Staying relevant and raising the bar on provision of advisory services is more critical than ever. The module aims to enhance your skills in helping HNW clients make better informed decisions by taking into consideration their risk appetite, time horizon, financial needs, product suitability, obtaining HNW client’s agreement, and performing periodic reviews. This module also covers your role and obligations, and regulations governing the provision of investment advisory services.

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: 10 Hr(s)
1.5 Full Day(s) over 1 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
E. Investment and Financial Management E10. Client Investment Suitability 3

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