P220107HQG

Certified Affluent Wealth Adviser Level 1

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


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

This programme is designed as a pioneering programme for financial advisors serving the mass and affluent segment. A mix of changing client-advisor expectations amidst increased digital adoption have combined to put pressure on the traditional approaches adopted by a financial advisor. The shift away from a product-centric model to one focused on the client’s financial and investment planning needs means that financial advisors must adapt and rise to the challenge of supporting their clients more holistically in the new normal environment. This programme has thus been developed to help participants adopt a differentiated approach to their client interactions. Through this programme, the Financial Adviser will understand how to profile customers and recommend appropriate solutions to customers. They will learn how to approach affluent clients using insurance solutions as a means for wealth transfer, wealth diversification, and accumulation.

Programme Website http://www.wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Financial Planning
Location of Training
Training Duration/ CPD Hours: Total: 16 Hr(s)
2.5 Full Day(s) over 1 Month(s)

Core FAA CPD: 2 Hr(s)
Core SFA CPD: 2 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 B1. Account Management 3
B. Customer Relationship and Stakeholder Management B3. Customer Acquisition Management 3
B. Customer Relationship and Stakeholder Management B5. Customer Experience Management 3
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 3
E. Investment and Financial Management E6. Business Environment Analysis 3
E. Investment and Financial Management E10. Client Investment Suitability 3
G. Product, Sales and Market Management G15. Product Advisory 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 3

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