Insurance

Principles of Wealth Management (PWM)

Overview

WHO SHOULD ATTEND

Certification, FEES & FUNDING

Schedule

TESTIMONIALS

Social Media

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.

Upcoming Dates

Modules

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.

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management Old

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
Principles of Wealth Management: Industry Overview for High Net Worth	1,400.00	1,498.00	798.00	238.00
Principles of Wealth Management: Complex Investment Products & Alternative Investments	1,400.00	1,498.00	798.00	238.00
Principles of Wealth Management: Core Investment Products	1,400.00	1,498.00	798.00	238.00
Principles of Wealth Management: Macroeconomics, Portfolio Management, Credit & Leverage	1,400.00	1,498.00	798.00	238.00
Tools in a Wealth Planner’s Toolbox: Trust, Tax & Estate Planning	1,400.00	1,498.00	798.00	238.00

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: 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-financial-institutions/resource-tools/skills-framework-for-financial-services

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.

Insurance

Principles of Wealth Management (PWM)

Programme Overview

Upcoming Dates

Modules

Interested Participants Also Enquired About:

Advanced Diploma in Wealth Management Old

Who Should Attend

Certification

Schedule

Testimonials

We are currently updating our course fees and schedules on our website. Some course fees may not be reflected accurately. For the avoidance of doubt, WMI reserves the right to revise, update or amend the final fees at the point of transaction. Click here to contact us for more information.