Priority & Retail Banking Certified Adviser (PRCA) Level 2

Programme Overview

Level 2 has five modules designed for individuals in a client advisory role managing affluent clients.

 

Together, they cover the full range of wealth management competencies across sales, relationship management, financial and investment advisory, portfolio solutions, ethics, and rules and regulations

 

Completion of Level 2 allows exemption from half of the Priority & Retail Banking Certified Adviser (PRCA) Level 3 curriculum, assessment and training hours. This portability translates to significant cost and time savings and supports lifelong learning.

Modules

Each module can be taken on its own. This gives you the flexibility to complete them in different ways to fit your schedule, meet required hours or achieve IBF certification. For modules with online learning, the online component must be completed before the class to equip you with necessary knowledge for the class as well as the assessment. 

Download programme brochure

Who Should Attend

This programme is designed for professionals between 3 to not more than 8 years of combined experience across priority and personal retail/consumer banking. Individuals with more than 8 years combined experience may wish to consider PRCA Level 3.

 

This programme will benefit professionals in these roles:

 

  • Relationship Manager and Assistant Relationship Manager in priority banking
  • Senior personal banking managers in retail/consumer banking
  • Financial and insurance advisors managing affluent clients
  • Individuals considering a mid-career switch or seeking to re-skill their competencies

Useful Links

Certification

Participants who successfully complete the programme will be awarded: 

Accreditation

Accreditation

The courses have been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met.

 

Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.

 

The IBF-STS is available to eligible entities and individuals based on the prevalent funding eligibility, quantum and caps. IBF-STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of $3,000 per candidate per course subject to all eligibility criteria being met. Find out more on www.ibf.org.sg

Certification

Certification

Participants who successfully complete the programme will be awarded: 

 

WMI Certification

 

  • WMI Certificate of Achievement for Priority & Retail Banking Certified Adviser Level 2
  • CPD hours (IBF-STS and Core FAA/SFA CPD)

 

IBF Certification

 

Eligible for the IBF Advanced (Level 2) Certification in Retail Banking (Sales & Relationship Management). T&Cs apply.

 

Note:

For Client Advisory (Sales Strategy) and Wealth Advisory (Client Investment Suitability and Product Solutions) modules, a re-assessment fee will be charged if the participant is unable to achieve the passing mark in the Role Play Assessment.

 

Click here to read more about the terms & conditions governing registration, payment, cancellation, deferment and no-show.

 

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.

Schedule

Dates published may subject to change.

Client Advisory (Sales Strategy) (Intake 1) - In-person class - 24 Sep (Course) & 30 Sep 2024 (Role-Play Assessment)
Wealth Advisory (Client Investment Suitability and Product Solutions) (Intake 1) - In-person class - 25 Sep (Course) & 30 Sep 2024 (Role-Play Assessment)
Wealth Advisory (Financial and Investment Planning) (Intake 1) - In-person class - 10 Oct 2024
Client Advisory (Relationship Management) (Intake 1) - In-person class - 11 Oct 2024
Modules Intake 1 (In-person class) Intake 2 (In-person class)
Client Advisory (Sales Strategy) 16 May (Course) & 24 May 2024 (Role-Play Assessment) 24 Sep (Course) & 30 Sep 2024 (Role-Play Assessment)
Wealth Advisory (Client Investment Suitability and Product Solutions) 17 May (Course) & 24 May 2024 (Role-Play Assessment) 25 Sep (Course) & 30 Sep 2024 (Role-Play Assessment)
Wealth Advisory (Financial and Investment Planning) 30 May 2024 10 Oct 2024
Client Advisory (Relationship Management) 31 May 2024 11 Oct 2024

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