Definitive Series
Service & Support Individuals

Covering Specific Needs & Defined Skills

  • Accredited:IBF-FTS

Supporting the client, advisor and specialist is a team of individuals who span across various roles, cross disciplines and functions. Together, they work to deliver the various components of the client service value chain.

While they may often not be client facing, they play an equally important role in impacting the overall client experience with the organisation.

More programmes are being developed and will be made available over the course of this year.


Title CPD Hours

While this three-day IBF-FTS programme was first developed for Covered Persons, non-Covered Persons will equally benefit from topics and areas which aims to cover the broad range of knowledge related to the wealth management industry for those serving High Net Worth clients. While there are no formal assessments, this three-day programme has knowledge checks and after-class tutorial sessions to help participants ensure sufficient grounding in the areas topics taught.

The programme provides the following knowledge:

  • Overview of the wealth management industry in Singapore in terms of services generally offered, the various financial institutional set ups which provide these services and the general client segments served
  • The regulatory framework which governs this industry and the various rules & regulations and guidelines which are set in place
  • The client processes from acquisition, KYC, fact find, on boarding, servicing, investment & advisory, portfolio review and maintenance and the critical compliance and reporting procedures and guidelines which govern these processes
  • The various asset classes and products(e.g. fixed income, funds, FX, credit & leverage, options, structured products etc.) in terms of their features, risk, benefits as well as a basic understanding of investment management and portfolio allocation using these products as building blocks
  • Basic understanding of key concepts related to wealth planning such as trusts, wills, insurance etc.


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


Topics Full Fees with GST (S$) Fees after 90% IBF-FTS Courses Fee Subsidy,
capped at S$2,000 per participant
(For Company-Sponsored Singaporeans / PR) (S$)
Principles of Wealth Management 3,852.00 1,852.00


The information above is correct at the time of publication. The Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.​

Who will Benefit

For Covered Persons and non-Covered Persons serving High Net Worth clients.

Programme Calendar

Topics 2021 Intake
Principles of Wealth Management Q3/Q4 2021


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