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


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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Who Should Attend

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

Useful Links


Participants who successfully complete the programme will be awarded: 






Participants who successfully complete the programme will be awarded:


  • WMI Certification of Achievement


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


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. 



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