Priority & Retail Banking Certified Adviser (PRCA) Level 3

Programme Overview

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 Priority & Retail Banking Certified Adviser (PRCA) Level 2 is not a pre-requisite for taking Level 3. Prior completion of Level 2 will allow an 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.

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 the necessary knowledge for the class as well as the assessment. 

Download programme brochure

Who Should Attend

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:

 

  • Senior Relationship Manager and Senior Assistant Relationship Manager in priority banking or private client
  • Branch Managers, Assistant Branch Managers or Team Managers in retail and consumer banking
  • Senior financial and insurance advisors managing affluent to high-net-worth clients

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 3
  • CPD hours (IBF-STS and Core FAA/SFA CPD)

 

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 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.

Growing Your Business (Intake 1) - In-person class - 21 & 22 Oct 2024
Modules

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