| The Premier Wealth Management – Executive Program
A must for all banking, insurance and financial professionals, who are looking for a better understanding of wealth management to achieve success in their organizations and career. The program provides emphasis on relationship management for retail, priority and private banking. This program is geared towards providing a clearer understanding of wealth management with a “global best practices” context
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Key Benefits of attending the 6 Day program
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The program provides the following benefits: |
• Understand the financial markets and the forces of change.
• Appreciate the market dynamics influencing wealth management.
• Learn about the opportunities of wealth management in Asia.
• Gain an insight to global best practices
and achieving success in wealth management.
• Be equipped to service wealth management clients.
• Develop skills in building wealth management solutions for clients.
• Create strategies to build effective relationship with your clients.
| • Understand the options and issues in financial planning.
• Use of board certified designations after you name on business card/promotional materials.
• Get the designation that illuminates your professional education and experience.
• Use of CWM’s name and charter on your business materials.
• Increase your opportunities for career advancement in the financial services industry in Singapore as well as overseas.
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| Module 1: Wealth Management & Financial Industry Update (1.5 days) |
An orientation to wealth management and a look at the various global trends and products available including. |
Wealth Management
• Update on latest developments in distribution and products trends
• What is wealth management?
• Why wealth management?
• The aims and objectives of wealth management
• Differences between retail banking; priority banking and private banking
• Market segmentation
• The role of a wealth manager Wealth Management Products
• Equity and mutual funds
• Fixed Income
• Structured Products | • Real Estate Investment
• Trust and Estate Planning
• Portfolio Management (Discretionary and Non-discretionary)
• Financial Derivatives
• Private Equity Investments
• Insurance services
• Agency and Trust Services
• Estate and Succession Planning Services
• Cash Management Services
• Trading Financing
• Art and Antique Investment
• Charity and Philanthropy
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| Module 2: Wealth Management Industry (1 day) |
Participants will develop an understanding of the functioning of the capital markets and be able to understand and judge corporate evaluations and private equity, venture capital and other financial structuring. Furthermore, the participants will develop a high level understanding of investment banking transactions such as IPO's, M&A’s, LBO’s, and MBO’s. |
| • Functioning of primary and secondary markets
• Placements strategies
• Alternative financing and investments
• Portfolio Management
• Asset Allocation
• Modern Portfolio Theories | • Debt Instruments
• Mutual Funds
• Portfolio management
• Capital Markets Operations
• Unique Asia Pacific Factors
• Private Equity and Venture Capital
• Valuation Techniques & Financial Statement Analysis |
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| Module 3: Corporate Finance and Capital Markets 1 (day) |
With the ever-changing regulation and compliance, participants will be given a broad spectrum of the various changes with detailed discussion pertaining to the wealth management industry including. |
| • Corporate Finance
• Market Operations
• Equity Markets
• Debt Markets
• Corporate Financial Decision Making
• Capital Markets
• Anti-Money laundering
• Compliance | Examination for day 1, 2, 3 curriculums |
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| Module 4: Consultative Selling (1 day) |
The participant will learn how to develop a value-add service concept for wealth management clients. The topic covers the various aspects of wealth management for individuals. Principles in wealth management, including needs analysis, risk appetite; suitable asset allocation strategies and estate planning will be discussed. Learn how to provide an integrated solution, provide advice and help facilitate clients’ decisions.
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Wealth Management Planning
• Understanding client’s needs
• Personal financial planning and analysis
• Protection planning
• Risk appetite, client objectives and suitable financial decisions
• Investment considerations for various client profiles
• Customer behaviour and client segmentation |
Wealth Management Portfolio Development
• Application of Asset Allocation Strategies including alternative investments strategies
• Implementation strategies on the recommended investment plans
• Portfolio Construction and Management Wealth Management Servicing
• Monitoring and review strategies on clients’ investment portfolios
• On-going evaluation and due diligence procedures and methods |
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| Module 5: Interpersonal Skills (1.5 days) |
The participant will understand the key interpersonal concepts in wealth management based on the consultative selling methodology. The executive will learn how to define, implement and secure a service culture and using this as a key differentiator. The course will strengthen personal skills in handling the higher demands of a wealth management client. |
How to Acquire & Secure Clients:
• Networking and Cold calling
• Techniques and strategies for initial client contact
• Marketing and communication strategies to prospective clients
• Your personal brand Financial Selling Skills
• Consultative Selling Methodology
• macsimize Questioning Funnel
• Client acquisition and retention
• Handling of clients’ and expectation
| • Relationship management and servicing
• Handling objections and negotiation skills
• Referrals
Client Acceptance Review
• Know-Your-Client (KYC) Process
• Verifying client’s background and checking on evidences provided
• Derivation of client’s net worth
• Profiling your client, mDISC
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| Professional Qualifications |
Upon completion of this program, you will qualify to receive the professional qualification and certification |
| • American Academy of Financial Management (AAFM) – Chartered Wealth Manager™ |
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| Grading & Assessments |
A formal examination, observed assessments and case studies will be conducted to establish a success completion. |
• The examination 70%
• The observation and case studies 30% |
| Emphasis is given to the written examination and active participation and observation, where this program provides an opportunity to enhance soft skills as well as knowledge. |
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| Entry Requirements |
• All delegates must have recognized degrees/diplomas in Finance, Accounting, Economics, Business and/or Investments.
• Have at least 2 years of experience in a finance-related field. |
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| Grading & Assessments |
A formal examination, observed assessments and case studies will be conducted to establish a success completion.
• The examination 70%
• The observation and case studies 30% Emphasis is given to the written examination and active participation and observation, where this program provides an opportunity to enhance soft skills as well as knowledge. |
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| Entry Requirements |
• All delegates must have recognized degrees/diplomas in Finance, Accounting, Economics, Business and/or Investments.
• Have at least 2 years of experience in a finance-related field. |
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| Internationally Recognized Qualification |
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• A total of 50 hours is required for completion of this intensive executive program.
• The investment for this internationally accredited professional qualification is S$3,800
*Programme fees are subjected to prevailing GST and one-time application fee of $100 |
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| Application Procedure |
To register for the program, interested candidates are required to submit the following:
• Duly-completed application form
• Certified true copies of all education certificates and transcripts
• Application processing fee of S$100 (non-refundable)
Contact our consultant at: 6736 3633 | training@ftacademy.com.sg for an appointment |
