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Level 3 has three modules designed for individuals in a senior client advisory role managing affluent to high-net-worth clients. Together, they impart knowledge and applied skills in client management, investment and business planning, stakeholder management, risk assessment, environment analysis and ethical oversight.
Level 3 encourages the adoption of a business owner mindset when managing clients and shows how this will this entrepreneurial approach will lead to greater ownership and higher sustainable success.
Completion of PRCA Level 2 is not a pre-requisite for taking Level 3. Prior completion of Level 2 will allow exemption of two days from Level 3’s total of four days.
Individuals who complete Level 3 and wish to be certified under Private Banking will be eligible for exemption from selected modules of WMI’s Certified Private Banker Level 1 programme.
This unique portability translates to significant cost and time savings and supports lifelong learning.
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.
The individual will gain insights to
Total Training Duration / CPD Hours: 8.5
Core FAA CPD: 3
Core SFA CPD: 3
Classroom Hours: 8.5
You will learn
Total Training Duration / CPD Hours: 8.5
Core FAA CPD: 3
Core SFA CPD: 3
Classroom Hours: 8.5
This session motivates and upskills client advisors to develop a business owner mindset and an entrepreneurial drive.
Critical skills, such as developing a business plan, effective management of internal or external stakeholders and understanding the risk, regulations and ethics governing client engagement and recommendations will be imparted in this session.
By seeing their role, their portfolio and client relationships through the lens of a business owner, the individual will develop a longer-term perspective, which will lead to growth and sustainability.
Total Training Duration / CPD Hours: 16
Core FAA CPD: 3
Core SFA CPD: 3
Classroom Hours: 16
This programme is designed for professionals with more than 8 years of combined experience across priority and personal retail/consumer banking.
While the focus remains on individual competencies, persons who manage a team or branch will also stand to benefit from this high impact programme.
This programme will benefit professionals in these various roles:
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Participants who successfully complete the programme will be awarded:
Accreditation
IBF-STS
All modules have been individually accredited to IBF-Standards Training Scheme and are eligible for IBF funding and CPD hours.
Certification
Participants who successfully complete the programme will be awarded:
WMI CERTIFICATION
Note:
This programme is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to participants meeting all eligibility criteria.
Click here to read more about enhanced funding support for IBF-STS and IBF Credit, and 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.
Dates published may subject to change.
