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.


The Definitive Series focuses on IBF-FTS accredited programmes.

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Who Should Attend

Managing a Difficult or Distressed Client Portfolio Review


  • Relationship Managers, Client Advisors and Team Leaders who manage high-net-worth clients’ portfolios in a wealth management environment.
  • Preferably with more than 6 years of direct experience in private, private client or priority banking.


Client Relationship Management (CRM) in Practice


Successful completion of WMI Certified Private Banker (CPB) Level 1 Client Relationship Management module, assessments and final role play within the last 2 years.


Principles of Wealth Management


Covered Persons and non-Covered Persons serving high-net-worth clients.


Integrating Insurance, Investment & Wealth Planning into Client Advisory Process (Part 1 & Part 2)


Advisers and specialists in banks and insurance organisations seeking to upskill their competencies and complement their experience by adopting a wealth planning approach to insurance.

Useful Links


Participants who successfully complete the programme will be awarded: 






Participants who successfully complete the programme will be awarded:


  • Certificate of Achievement from WMI


In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).


FTS Grant Cap: S$500 per participant per programme, excluding GST


This programme has been accredited under the Skills Framework for Financial Services and is eligible for funding under FTS, subject to all eligibility criteria being met. Find out more at


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.




Upcoming Dates

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