AWMP Programme III - Wealth Advisory ( IBF Level 2)

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

Programme Title AWMP Programme III - Wealth Advisory ( IBF Level 2)
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider SMU Lee Kong Chian School of Business
Purpose of Programme

At the advanced wealth advisory level, participants will recognize the roles that wealth professionals play as a line of defense against money laundering and fraudalent financial activities through case applications and group projects. The advanced wealth planning course will equip participants with key competencies in wealth advisory for family businesses and family offices ,and the cross-banking course will extend the suite of wealth advisory solutions to include corporate banking solutions (e.g. credit financing and corporate finance) for the businesses of high net worth clients. This programme will also deepen participants' knowledge of the Greater China market and the rules & regulations when conducting cross-border activites with Chinese clients. Participants will be taught by top faculty as well as seasoned practitioners in highly interactive seminars. The pedagogical approach blends theories with practice-based applications through a good combination of academic research, case studies, applied group projects and practitioner talks. Assessments for each course are designed to meet the private banking industry needs on the competency required of a senior banker.

Programme Website http://www.smu.edu.sg/mwm
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: 102 Hr(s)
14 Full Day(s) over 6 Week(s)

Core FAA CPD: 32.5 Hr(s)
Core SFA CPD: 0 Hr(s)
Name of Contact Person: Audrey Lam
Email audreylam@smu.edu.sg
Skills Category Skills and Competencies Proficiency Level
B. Customer Relationship and Stakeholder Management B10. Personal Finance Advisory 4
E. Investment and Financial Management E12. Credit Assessment 2
E. Investment and Financial Management E35. Trust Structuring 3
G. Product, Sales and Market Management G13. Market Specialisation 4
G. Product, Sales and Market Management G15. Product Advisory 3
H. Risk Management, Governance and Regulatory Compliance H8. Customer Acceptance Checking and Onboarding 4

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