Definitive Series

Programme Overview

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.

Modules

The Definitive Series focuses on FTS accredited programmes.

Download programme brochure

Who Should Attend

  • Relationship Manager and Assistant Relationship Manager in priority banking
  • Senior personal banking managers in retail/consumer banking
  • Financial and insurance advisors managing affluent clients
  • Bancassurance specialists
  • Individuals considering a mid-career switch or seeking to re-skill their competencies

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

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

Certification

Participants who successfully complete the programme will be awarded:

 

  • Certificate of Achievement from WMI

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.

Schedule

Modules

Testimonials

Testimonials

Upcoming Dates

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