Insurance

Client Management Series (CMS)

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Programme Overview

This series consists of the Client Relationship Management (CRM) module from WMI’s Certified Private Banker (CPB) Level 1 as well as a specially curated CRM-In-Practice which allows participants to further hone and practise their client engagement techniques through role play and self-reflection. 

Modules

The two modules in this series can be taken on its own. For maximum learning, participants should complete CPB Level 1 CRM before CRM-In-Practice. 

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