Insurance

Client Management Series (CMS)

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.

Upcoming Dates

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.

Download programme brochure

Who Should Attend

Insurance leaders and advisors
Financial planners and advisors
Priority and private banking RMs and client advisors
Bancassurance specialists

Useful Links

IBF CACS CPD: https://www.ibf.org.sg/home/for-individuals/cpd-requirements/cacs-cpd

IBF FTS: https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS

Skills Framework for Financial Services: https://www.ibf.org.sg/home/for-financial-institutions/resource-tools/skills-framework-for-financial-services

Certification

Participants who successfully complete the programme will be awarded:

Accreditation

IBF-FTS

Certification

Participants who successfully complete the programme will be awarded:

WMI Certification of Achievement

Modules	Full Fees (S$)	Fees after subsidies inclusive of GST (With effect from 1 Jan 2023) (S$)
Before GST	After GST	Company-Sponsored	Self-Sponsored
CPBL1 – Client Relationship Management	1,950	2,086.50	721.50	331.50
Client Relationship Management (CRM) in Practice	1,950.00	2,086.50	1,111.50	331.50

Note:

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 (applicable for CRM In-Practice only): 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 www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-STS.

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.