P210420QJB

CWMA Part 2

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


Programme Title CWMA Part 2
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Fintelligence Ltd
Purpose of Programme

The Program enables experienced Relationship Managers in Private Banking and Wealth Management to deepen and upgrade their skills and competencies in the various fields that are critical for their continued professional success. The Program focuses in a holistic way on all relevant areas that are critical for successful Relationship Managers in International Private Banking. CWMA part 2 targets primarily technical skills in the area of Risk Management, Compliance, and Investment Management / Personal Finance. Through various proficiency levels, relationship managers are assessed against rigorous benchmarks and assessment levels. Also, it also entails a simulated client conversation in wealth management that is evaluated by two experienced assessors and preparation thereof.

Programme Website https://fintelligence.ch/wp-content/uploads/flyer/Fintelligence_Zertifizierungsflyer_EN.pdf
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: 53.5 Hr(s)
0 Full Day(s) over 12 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
Name of Contact Person: Peter Stapfer
Designation Managing Partner
DID 0354529
Email peter.stapfer@fintelligence.ch
Skills Category Skills and Competencies Proficiency Level
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4
A. Business Development and Strategy Management A3. Business Negotiation 4
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
A. Business Development and Strategy Management A13. Ethical Culture 4
E. Investment and Financial Management E2. Behavioural Finance 3
E. Investment and Financial Management E10. Client Investment Suitability 4

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