| Programme Title |
Advanced Diploma in Wealth Management - Ethics, Regulatory Compliance & Client Onboarding
|
| Programme Scheme |
IBF-STS and, Core FAA / SFA CPD
|
| Training Provider |
Wealth Management Institute Limited
|
| Purpose of Programme |
Ethics - This module builds on the content covered in Level 1 to promote ethical conduct in the workplace. It focuses on commonly faced ethical dilemmas in the wealth management industry through case studies. Partnering with Dr Mary Gentile from Darden University, a key component of this module is the innovative "Giving Voice to Values" approach to valuesdriven development. The GVV curriculum will offer skills and tools for handling these dilemmas in the workplace in an authentic and results-oriented way.
Rules and Regulations - Since the global financial crisis, the wealth management industry has been unprecedented regulatory changes and challenges. To help you navigate this rapidly evolving regulatory environment, this module will cover regulations critical to the industry and addresses them clearly through the use of relevant case studies.
|
| 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: 8 Hr(s)
1 Full Day(s) over 1 Month(s)
Core FAA CPD: 8 Hr(s)
Core SFA CPD: 8 Hr(s)
|
| Name of Contact Person: |
Ethel Lim
|
| Designation |
Programme Manager
|
| DID |
96277937
|
| Email |
ethellim@wmi.edu.sg
|
