Priority Banking

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.

Upcoming Dates

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

IBF-STS

 

All modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding and CPD hours.

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:

In addition to Course Fees, each participant will also be charged a non-refundable and non-claimable application fee of S$85 (including GST).

 

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 - 17 & 20 Apr 2023 (Role-Play Assessment)
Wealth Advisory (Client Investment Suitability and Product Solutions) (Intake 1) - In-person class - 18 & 20 Apr 2023 (Role-Play Assessment)
Wealth Advisory (Financial and Investment Planning) (Intake 1) - In-person class - 15 May 2023
Client Advisory (Relationship Management) (Intake 1) - In-person class - 16 May 2023
FA CPD Online (Ethics, Rules & Regulations - Online Access) (Intake 1) - Online Access - 1 Apr - 30 May 2023

Testimonials

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