Priority Banking

Priority & Retail Banking Certified Adviser (PRCA) Level 3

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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 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.

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. 

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Certified Private Banker (CPB) Level 3