Priority Banking

WMI achieves skills portability across priority, private client and private banking

The Priority & Retail Banking Certified Adviser (PRCA) is designed for persons who serve the affluent to high net worth segment of wealth management clients.

This is the first and only programme which builds portability across three different levels of skills, competencies and proficiency levels:

  • PRCA Level 2 IBF Retail Banking – Sales & Relationship Management
  • PRCA Level 3 IBF Retail Banking – Sales & Relationship Management
  • CPB Level 1 Private Banking – Sales & Relationship Management

Successful completion of PRCA Level 2 allows for exemption from two of the four modules in PRCA Level 3. Learners who complete either PRCA Level 2 or Level 3 will gain from a further exemption for three of the five Certified Private Banker (CPB) Level 1 modules.

This unique portability and recognition encourages and motivates the learner to upskill their competencies as they move along the wealth management continuum from priority to private client and private banking.

Each module of this leading programme is individually accredited to provide flexibility and empowerment to each person’s learning needs and pace.

The programme’s practise based curriculum is enriched and imparted through WMI’s faculty of industry seniors and leading practitioners. Case studies, role plays and class discussions enable peer to peer learning and the opportunity to practise what has been taught.

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