Principles of Wealth Management (PWM)

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Programme Overview

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.

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PWM consist of five 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.

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