This Certified Affluent Wealth Adviser (CAWA) programme is designed as a pioneering programme for wealth or insurance advisers serving the affluent segment (suggested AUM of SGD$350k – SGD$1.5 mil). A mix of changing client-adviser expectations amidst increased digital adoption have combined to put pressure on the traditional approaches adopted by a wealth or insurance adviser.
The shift away from a product-centric model to one that focuses on the client’s financial and investment planning needs means that wealth or insurance advisers must adapt and rise to the challenge of supporting their clients more holistically in the new era.
This programme has been developed to help participants adopt a differentiated approach to their client interactions. Through this programme, the wealth or insurance adviser will understand how to profile their customers and recommend appropriate solutions to them. They will learn how to approach affluent clients using insurance solutions as a means for wealth transfer, wealth diversification, and accumulation.
98%
Rated the trainer as prepared, knowledgeable, and experienced.
97%
Met their expectations and reason for attending.
100%
Would recommend this programme to others.
Source: Post-programme surveys conducted in 2022 and 2023.
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Certified Affluent Wealth Adviser |
2,500.00 | 2,725.00 | 1,475.00 | 975.00 | |||
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Note:
The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).
This programme is pending accreditation by the Institute of Banking and Finance (IBF). When accredited, Singaporeans and Permanent Residents will be eligible for funding support of up to 70% course fee subsidy under the IBF Standards Training Scheme (IBF-STS).
Fees shown are after IBF-STS funding. Subsidised fees apply upon participants’ successful completion of the programme, which includes (i) fulfilling minimum attendance requirements and (ii) passing all relevant assessments.
Subsidies are subject to change by IBF and fees will be adjusted based on prevailing funding rates. Click here to read more about funding support for IBF-STS, and terms & conditions governing registration, payment, cancellation, deferment and no-show.
The information above is correct at the time of publication. Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
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Participants who successfully complete the programme will be awarded:
Accreditation
The course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.
Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of $3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg
Certification
Participants who successfully complete the programme will be awarded:
WMI Certification
IBF Certification
Wealth Management Principal
AIA International Wealth
WMI was our first choice when introducing Affluent and High-Net-Worth training content to a wider audience. Their industry expertise and access to top practitioners enabled us to deliver high-quality content efficiently, ensuring a seamless integration of knowledge into practice. The result was two days of insightful learning and immersive role-play, challenging participants to push the boundaries of client engagement.
READ MOREPrivate Client Advisor
Prudential Assurance Company Singapore
As a Private Client Advisor, I highly endorse this programme. It offers valuable insights and diverse perspectives on excelling in the high-net-worth (HNW) space. What truly sets it apart is its emphasis on soft skills—equipping advisers to build meaningful relationships with HNW clients and addressing a critical gap in the industry.
READ MOREWealth Management Principal
AIA International Wealth
WMI was our first choice when introducing Affluent and High-Net-Worth training content to a wider audience. Their industry expertise and access to top practitioners enabled us to deliver high-quality content efficiently, ensuring a seamless integration of knowledge into practice. The result was two days of insightful learning and immersive role-play, challenging participants to push the boundaries of client engagement.
READ MOREPrivate Client Advisor
Prudential Assurance Company Singapore
As a Private Client Advisor, I highly endorse this programme. It offers valuable insights and diverse perspectives on excelling in the high-net-worth (HNW) space. What truly sets it apart is its emphasis on soft skills—equipping advisers to build meaningful relationships with HNW clients and addressing a critical gap in the industry.
READ MOREResearch
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