Contact Us
Social Media
The Principles of Wealth Management (PWM) provides a comprehensive understanding the wealth management needs for 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 five one-day modules. Each module cover 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
This one-day module provides the foundational knowledge for a covered person in Private Banking to understand the basics of portfolio management theory, macroeconomics, credit and leverage.
Total Training Duration / CPD Hours: 8
Classroom Hours: 8
Participants will learn how to
Real-life case studies focusing on Asian families are extensively used to reinforce the application of wealth planning concepts and solutions.
Total Training Duration / CPD Hours: 7
Classroom Hours: 7
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.
Useful Links
Participants who successfully complete the programme will be awarded:
Accreditation
IBF-FTS
Certification
Participants who successfully complete the programme will be awarded:
Note:
FTS Grant Cap: S$2,000 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 on https://www.ibf.org.sg/programmes/Pages/IBF-FTS.aspx
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.
