High-performing individual contributors may not necessarily have the required competencies when they become people managers. Managers and team leaders play critical roles with responsibilities that include developing the team, managing change and driving the business successfully. This Certified Private Banker (CPB) Level 3 programme develops competencies, such as engaging and influencing stakeholders, setting the right culture and team goals, developing a business plan as well as balancing between the needs of the organisation, client and team.
People are at the heart of all organisations. The finest hardware, systems and policies can only function as effectively as the people implementing them. Thus, ‘heartware’ plays a pivotal role in helping organisations thrive. Beyond yourself, you are responsible for leading your direct reports. This session helps you understand key organisational behaviour principles and practical tools to build, align, inspire and develop a diverse, high-performance team in wealth management.
Total Training Duration / CPD Hours: 8
The wealth management sector is rapidly changing. Increasingly, fintech is disrupting traditional industry structures; millennials will form over 50% of the global workforce; globalisation compels everyone to operate with high Cultural Intelligence; the global regulatory agenda has triggered the reshoring of assets, adversely affecting cross-border wealth management. This module helps you understand the dynamics of change, communicate in a positive manner about change to direct reports and High-Net-Worth (HNW) clients and successfully drive change management strategies.
Total Training Duration / CPD Hours: 4
The Certificate in Long-Term Investing is led by faculty from GIC, a global long-term investor that manages Singapore’s foreign reserves. It is designed to provide participants with a comprehensive understanding of various investment strategies across different asset classes. The ultimate goal of this programme is to help participants understand how to achieve good long-term returns. Participants will analyse and apply insights from selected GIC case studies. This course is part of the Dalio Market Principles Program at WMI.
Total Training Duration / CPD Hours: 8
The Certificate in Philanthropy and Social Impact will help wealth advisors, wealth planners and family office professionals formulate philanthropic and social impact frameworks and strategies for Family Offices and clients. Learn from leading global and local experts to integrate Philanthropy into your advisory practice and build deeper, more meaningful connections with Family Principals and clients.
This programme is designed especially for professionals serving Family Offices and the Ultra High Net Worth (UHNW) to identify and structure philanthropic and social impact strategies and incorporate them into their wealth planning practices.
Emerge as a trusted advisor to help clients build a legacy and achieve a positive impact for themselves, their family and the community.
Total Training Duration / CPD Hours: 15
This advanced programme is designed to build on the skills you have acquired in the Certificate course, by equipping you with industry skills to not only advise clients confidently, but also build and implement philanthropic strategies. Be equipped with hands-on strategic and technical expertise to build an effective and outcomes-driven philanthropic plan and portfolio across Asia.
With the completion of the 3-day IBF accredited Advanced Certification programme, you will graduate as a WMI-Certified Impact Philanthropy Professional – which will give you the qualifications, resources and competencies to strategise, implement, and measure the impact of philanthropic goals.
Completion of the Certificate in Philanthropy and Social Impact is required prior to taking the Advanced Certificate in Philanthropy and Social Impact.
Useful Links
Participants who successfully complete the programme will be awarded:
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
Participants who successfully complete the programme will be awarded:
WMI Certification
IBF Certification
Note:
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.
Dates published may subject to change.
| Modules | Intake 1 (Face-to-Face) |
|---|---|
| Managing Change | 5 September 2025 |
| Managing Business Performance | 17 July 2025 |
