At WMI, we apply a unique Core & Satellite approach to learning. Our academic and IBF-STS certification programmes form our Core which aims to cover the full and wide range of skills and competencies. Surrounding this Core are Satellite programmes that target scenarios or specific skill sets which require special attention and focus. These programmes are brought together under our new WMI Definitive Series.
The Definitive Series focuses on FTS accredited programmes.
Integrating Insurance Within Wealth Planning & Client Advisory (Part 1 & 2)
Insurance can be a critical component of clients’ wealth management needs.
The programme will adopt a practice-led approach using case studies and role plays so that participants may apply what was shared by their trainer and peers in the following
areas:
Total Training Duration / CPD Hours : 14
Classroom Hours : 14
Tools In A Wealth Planner’s Toolbox: Trust, Tax & Estate Planning
Participants will learn how to
Real-life case studies focusing on Asian families are extensively used to reinforce the application of wealth planning concepts and solutions.
Total Training Duration / CPD Hours : 7
Classroom Hours : 7
Principles Of Wealth Management: Industry Overview For High Net Worth
This one-day module provides the foundational knowledge for a covered person in Private Banking to understand the obligations and regulatory requirements.
Topics include:
Total Training Duration / CPD Hours : 8
Classroom Hours : 8
Principles Of Wealth Management: Core Investment Products
This one-day module provides the foundational knowledge for a covered person in Private Banking to understand the key features of products specific to key asset classes used to construct portfolios that achieve client wealth management objectives.
Asset classes covered include:
Total Training Duration / CPD Hours : 8
Classroom Hours : 8
Principles Of Wealth Management: Complex Investment Products & Alternative Investments
This one-day module provides the foundational knowledge for a covered person in Private Banking to understand the key features of products specific to key asset classes used to construct portfolios that achieve client wealth management objectives.
Asset classes covered include:
Total Training Duration / CPD Hours : 8
Classroom Hours : 8
Principles Of Wealth Management: Macroeconomics, Portfolio Management, Credit & Leverage
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
This course is recognised under the Financial Training scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
FTS funding provides up to 70% course fee subsidy support for direct training costs subject to a cap of $500 per participant per course. Find out more on https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Company-Sponsored | Company-Sponsored/Self Sponsored | |
| Managing a Difficult or Distressed Client Portfolio Review | 1,950.00 | 2,086.50 | 1,111.50 | 331.50 |
| Client Relationship Management (CRM) in Practice | 1,950.00 | 2,086.50 | 1,111.50 | 331.50 |
| Principles of Wealth Management: Industry Overview for High Net Worth | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Principles of Wealth Management: Complex Investment Products & Alternative Investments | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Principles of Wealth Management: Core Investment Products | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Principles of Wealth Management: Macroeconomics, Portfolio Management, Credit & Leverage | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Tools in a Wealth Planner’s Toolbox: Trust, Tax & Estate Planning | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Integrating Insurance, Investment & Wealth Planning into Client Advisory Process (Part 1) | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
| Integrating Insurance, Investment & Wealth Planning into Client Advisory Process (Part 2) | 1,400.00 | 1,498.00 | 798.00 | 238.00 |
Fees and Funding
| Modules | Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||||||
|---|---|---|---|---|---|---|---|---|
| Before GST | After GST | Singaporean Aged Below 40 / PR | Singaporean Aged 40 & Above | |||||
| Managing a Difficult or Distressed Client Portfolio Review | 1,950.00 | 2,086.50 |
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| Client Relationship Management (CRM) In Practice | 1,950.00 | 2,086.50 |
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| Principles Of Wealth Management: Industry Overview For High Net Worth | 1,400.00 | 1,498.00 |
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| Principles Of Wealth Management: Complex Investment Products & Alternative Investments | 1,400.00 | 1,498.00 |
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| Principles Of Wealth Management: Core Investment Products | 1,400.00 | 1,498.00 |
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| Principles Of Wealth Management: Macroeconomics, Portfolio Management, Credit & Leverage | 1,400.00 | 1,498.00 |
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| Tools In A Wealth Planner's Toolbox: Trust, Tax & Estate Planning | 1,400.00 | 1,498.00 |
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| Integrating Insurance, Investment & Wealth Planning Into Client Advisory Process (Part 1 & Part 2) | 1,400.00 | 1,498.00 |
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Fees and Funding
| Modules | Fees after Subsidy (incl. of GST) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||||
|---|---|---|---|---|---|---|
| Category | |||
|---|---|---|---|
| 2 | |||
| 1 | Not Applicable | ||
1 For Singaporeans aged 40 and above, you are eligible to utilise the SkillsFuture Credit (Mid-Career) further to offset your course fee after the IBF subsidy.
2 Fees shown are after IBF-STS funding assuming students meet the minimum academic standards outlined by IBF and are physically based in Singapore. The fees are also subject to IBF accreditation approval for all modules.
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | |||||
|---|---|---|---|---|---|---|---|
| Before GST | After GST |
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| Managing a Difficult or Distressed Client Portfolio Review | test | test | test | test | |||
Fees and Funding
Modules |
Full Fees (S$) |
Fees after subsidies inclusive of 9% GST (With effect from 1 Jan 2024) (S$) | ||
|---|---|---|---|---|
| Before GST | After GST | Below 40 | 40 & Above | |
| Tools In A Wealth Planner's Toolbox: Trust, Tax & Estate Planning | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Integrating Insurance Within Wealth Planning & Client Advisory (Part 1) | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Integrating Insurance Within Wealth Planning & Client Advisory (Part 2) | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Principles Of Wealth Management: Industry Overview For High Net Worth | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Principles Of Wealth Management: Core Investment Products | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Principles Of Wealth Management: Complex Investment Products & Alternative Investments | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
| Principles Of Wealth Management: Macroeconomics, Portfolio Management, Credit & Leverage | 1,400.00 | 1,526.00 | 1,106.00 | 1,026.00 |
Note:
The courses are recognised under the Financial Training scheme (FTS) and are eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
FTS funding provides up to 70% course fee subsidy support for direct training costs subject to a cap of $500 per participant per course, excluding GST. Find out more on https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS
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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