P210422DWG

Investment Management Fundamentals: Sales & Product, Rules & Regulations

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


Programme Title Investment Management Fundamentals: Sales & Product, Rules & Regulations
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider MB9 Private Limited
Purpose of Programme

For new and seasoned professionals who want to learn insights and deep-dive of fundamental investing and successful sales (backed by Science) from professional fund managers and highly rated analysts. Awareness of laws and regulations relevant to the FA industry in Singapore, reinforced with useful current case studies on Financial Crimes.

Programme Website http://www.mb9inc.com
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Asset Management, Private Banking and Wealth Management, Retail Banking
Location of Training
Training Duration/ CPD Hours: Total: 14 Hr(s)
2 Full Day(s) over 1 Month(s)

Core FAA CPD: 1.5 Hr(s)
Core SFA CPD: 1.5 Hr(s)
Name of Contact Person: George KOH Wee Chee
Designation Director, Training
DID 97563938
Email george@mb9inc.com
Skills Category Skills and Competencies Proficiency Level
E. Investment and Financial Management E16. Financial Analysis 4
G. Product, Sales and Market Management G11. Industry Knowledge (Products): Private Banking and Wealth Management 2
G. Product, Sales and Market Management G22. Sales Target Management 3
H. Risk Management, Governance and Regulatory Compliance H17. Industry Knowledge (Laws and Regulations): Private Banking and Wealth Management 2

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