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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 skillsets 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.
Guided by WMI’s faculty and professional actors, this practice-led high engagement session uses a unique “staging” approach so advisors:
Total Training Duration / CPD Hours : 8
Classroom Hours : 8
This practice-led workshop, through intensive role-plays and feedback sessions, will cover the following:
Total Training Duration / CPD Hours : 7
Classroom Hours : 7
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
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
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
This one-day module provides the foundational knowledge for a covered person in Private Banking to understand the basics of portfolio management theory, macroeconomics, credit and leverage.
Total Training Duration / CPD Hours : 8
Classroom Hours : 8
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
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
Managing a Difficult or Distressed Client Portfolio Review
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.
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Note:
FTS Grant Cap: S$2,000 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 on https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx.
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.