The Principles of Wealth Management (PWM) provides a comprehensive understanding of the wealth management needs of high-net-worth (HNW) clients with specific reference to best-in-class practices employed in the industry in Singapore, where wealth management is a fast-growing and vibrant industry. A fundamental grounding of the key elements required for becoming a qualified and competent wealth manager servicing HNW clients in Singapore will be achieved at the completion of this programme.
PWM consist of four one-day modules. Each module covers a different set of knowledge and skills and can be taken on its own without the need to take the rest.
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
Individuals who are serving high-net-worth clients in a wealth management, financial or insurance advisory role.
PWM can also aid those planning to take CACS. While PWM draws reference to a number of topics covered in CACS, it is not designed as a CACS preparation course. The aim is to gain more knowledge and understanding across the five modules of topics covered.
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Participants who successfully complete the programme will be awarded:
Accreditation
This course is recognised under the Financial Training scheme (FTS) and is eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
FTS funding provides up to 70% course fee subsidy support for direct training costs subject to a cap of $500 per participant per course. Find out more on https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Note:
The courses are recognised under the Financial Training scheme (FTS) and are eligible for FTS claims subject to all eligibility criteria being met. Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
FTS funding provides up to 70% course fee subsidy support for direct training costs subject to a cap of $500 per participant per course, excluding GST. Find out more on https://www.ibf.org.sg/home/for-individuals/skills-and-jobs-development/training-support/IBF-FTS
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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